Lead-crm Operational Excellence jobs at Intuit in United States, San Diego

The ideal candidate will have the ability to collaborate and lead across multiple functions and roles, ability to translate technical literature and accounting/company policy into clear requirements for execution, strong change management skills, and ability to drive issues through to resolution.

• Understand the end-to-end operational, financial, and systemic environment and key upstream and downstream processes that drive financial and customer impacts. Drive strategy to support revenue recognition, new offerings, and business changes.
• Develop, maintain, and enforce the Company's revenue recognition policy under ASC 606, developing new positions and interpretations as needed. Stay connected to current business and offering strategies.
• Perform technical accounting research.
• Clearly articulate point of view regarding revenue issues. Use strong communication skills to inspire confidence in decisions and provide transparency as to status and trade-offs, with the ability to bridge between accounting, technical, and business mindsets with ease.
• Stay current on evolving Accounting Standards pronouncements and updates under prevailing regulatory bodies (FASB, SEC), incorporating into Company policy as necessary.
• Apply professional skepticism and an inquisitive approach to review and analyze the appropriateness and reasonableness of underlying revenue accounting principles.
• Establish and maintain controls necessary to ensure that revenue forecasts, deferred revenue balances, and revenue accounting execution are compliant with Company policy and GAAP.
• Proactively lead and influence cross-functionally and at all levels of management. Cultivate strong relationships with leaders in Accounting, Finance, and across the business in order to facilitate timely, high-quality decision-making in connection with revenue recognition matters.
• Develop training and outreach programs and deliver this training to business unit and functional team leaders.
• Work comfortably with cross functional teams and actively consult with product management, sales, and marketing personnel to ensure revenue recognition timing and process implications are understood for each offering.
• Ensure the proper accounting treatment for all product and service offerings is documented and that related accounts are properly prepared, reviewed, and substantiated.
• Streamline systems and reporting tools to ensure efficient and accurate recording and classification of revenue.
• Participate in revenue recognition due diligence activities related to potential acquisitions.

• Bachelors’ degree in Finance/Accounting with minimum of 7 years’ post-graduate experience, or equivalent work experience; CPA/MBA highly desirable.
• Must be able to be onsite in our San Diego office at least 3 times a week.
• Strong technical accounting and revenue knowledge for financial statements and internal controls over financial reporting. Demonstrated understanding of theory and application of relevant revenue recognition accounting literature.
• Strong end-to-end process orientation with demonstrated analytical thinking, project management, and problem-solving skills. Proactively address issues, own the outcome, and continuously strive for best in class processes and deliverables.
• Strong interpersonal skills. Confidence, good judgment, and personality to work in a dynamic, multi-business unit environment. Demonstrated ability to influence cross-functionally and at all levels of management.
• Excellent analytical and organizational skills, time prioritization, and risk assessment.
• Professional skepticism and a testing/validation mindset. Background in public accounting or internal audit is a plus.
• Excellent written and verbal communications, presentation and influencing skills, including the ability to elevate issues to the right level internally and externally to resolve. Ability to clearly articulate a point of view and adjust communication style and content to suit audience needs.
• Strong PC, worksheet, and word processing skills. Working knowledge of Oracle R12, Siebel/BRM, and Business Objects a plus.

We’re searching for a highly motivated and innovative individual to establish, manage, and refine TurboTax’s lead development function. You will take ownership of key processes including lead qualification, flow optimization, and collaboration with sales and marketing teams to ensure high-quality lead generation. Your analytical mindset, technical savvy, and ability to develop scalable solutions will drive TurboTax’s pipeline growth and sales success. This includes:

• Training and Development: Work with the Sales Enablement manager to standardized processes and training materials to ensure Concierges are equipped with the skills and product knowledge needed for success. Assist Concierges where needed to identify clear KPIs while tracking performance through tools like Salesforce, SalesLoft, and other analytics platforms.
• Support inbound and outbound lead generation activities, leveraging automation tools and data-backed optimizations to improve workflows.
• Lead Flow Optimization: Design and implement lead qualification and scoring models aligned with Ideal Customer Profiles (ICPs), Personas, and Customer Journey maps.
• Collaborate with Marketing, Sales, and Engineering to refine lead workflows, ensuring effective routing and prioritization.
• Use automation and data-driven insights to improve efficiency and scale lead management processes.
• Cross-Functional Collaboration and Reporting: Partner directly with sales leadership to align on pipeline growth objectives and ensure the seamless execution of sales strategies.
• Build and deliver reports on key performance indicators such as conversion rates, qualified leads, pipeline generation, and revenue impact.
• Provide clear and actionable insights, backed by data, to improve lead generation outcomes.
• Foster collaboration across teams such as Marketing, Finance, Service Delivery, and Operations, ensuring alignment and shared objectives.

Bay Area California 171500-231500

Southern California 159000-215000

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ).

• Experience: 5+ years of sales development or related experience; ability to lead initiatives and achieve measurable results without direct team management.
• Technical Acumen: Proficiency with CRM systems like Salesforce and expertise in automation tools such as SalesLoft, Outreach, and ZoomInfo, among others.
• Analytical Skills: Strong ability to analyze data, measure impact, and provide actionable insights to optimize workflows and outcomes.
• Track Record: Proven history of exceeding sales goals and driving pipeline and revenue impact through streamlined lead processes.
• Exceptional communication, collaboration, and problem-solving skills; ability to manage priorities in fast-paced environments.
• Commitment to Excellence: Strong multitasking, organization, and time-management abilities; a customer-centric approach to everything you do.
• Entrepreneurial mindset with adaptability, resourcefulness, and a focus on continuous improvement.

• Own the management of the TurboTax email program dedicated to driving transactions in product during tax season, delivering flawless execution on a complex program on one of the largest installed bases in the US, and spearheading innovation around personalization.
• Lead the effort to deliver superlative campaigns to customers, ensuring compelling story-telling, relevant content and best-in-class creative are present throughout our communications.
• Deliver on the vision to implement truly 1:1 campaigns to our various customer base through personalized messaging, offers, content and more.
• Help define channel contact strategy, maintaining calendars and defining governance protocols.
• Articulate complex campaign requirements, closely partnering with CRM data and operations teams to ensure their proper implementation. Understand the technical side of email operations from how customer data attributes flow from data systems into the ESPs for campaign retrieval to ESP set up and implementation to dynamic content execution.
• Partner with Strategy partners to help devise, implement and measure complex test plans.
• Report on channel performance, partnering with Analytics as needed, and share actionable insights at different levels of the organization (leadership to business stakeholders). Understand key campaign, channel and customer level metrics and how to take CRM data to drive performance.

• 6-10 years experience managing an elaborate email marketing program for a Fortune 500 company
• Impeccable knowledge of email marketing best practices, especially around creative and story-telling.
• Passion for creative, copy and campaign development and deep-bench experience working with creative teams.
• Keen understanding of the data undergirding CRM programs and enabling campaign orchestration and personalization.
• Superior organizational, project management and communication skills -- this role requires hands-on management of campaign deployments, often under tight deadlines and high pressure.
• Experience with Enterprise-level marketing cloud solutions and CRM tech stack.
• Strong analytical and data manipulations skills that result in meaningful insights and that drive performance

• Research and continuously evaluate emerging AI technologies to enhance software development productivity.
• Contribute to the development of an AI platform focused on code generation and developer assistance.
• Develop AI-powered tools that understand and leverage Intuit's technology, design principles, and coding best practices.
• Create comprehensive documentation, tutorials, and examples to facilitate the adoption of AI tools by developers.
• Define product requirements and deliver solutions that exceed expectations.
• Collaborate with, mentor, and accelerate team members.
• Drive technical excellence and innovation within the team, fostering a culture of continuous improvement.
• Ensure the quality and reliability of AI tools through automated testing and rigorous development practices.
• Monitor and maintain production systems, responding promptly to incidents and issues.

Bay Area California

• Bachelor's degree in Computer Science, Software Engineering, or a related field.
• 6+ years of experience in software development on distributed systems.
• A strong passion for software development productivity and how AI can enhance it.
• A fundamental understanding of GenAI technologies, their capabilities, and limitations.
• Knowledge of using AI frameworks for developing Agentic Workflows.
• Track record of designing, building and delivering innovative software in a research and development environment.
• Experience deploying, monitoring, and scaling AI solutions on cloud infra (AWS, GCP, or similar)
• Self-motivated and able to thrive in an environment with evolving priorities.

• You'll be the primary point of contact and accountability for the strategic and operational relationship between our internal HR function and our outsourced employee support service provider, ensuring alignment on strategic objectives and operational requirements.
• You will build strong, trust-based relationships with key stakeholders, galvanizing cross-functional teams around a bold vision of a best-in-class service.
• You'll be responsible for service delivery and operational excellence, setting ambitious SLAs and holding our partners You'll sweat every detail of the employee experience to deliver excellence in the outsourced support, holding a relentlessly high bar for performance.
• With a passion for continuous improvement, you'll identify areas for improvement, track performance data, and collaborate with the service provider to implement solutions and enhance the quality of support provided to our You'll be adept at synthesizing and analyzing data and insights from multiple sources to accelerate service improvements, including through external benchmarking, staying ahead of external factors and trends affecting our people, workplace and customers.
• Serving as the main escalation point for complex employee support issues, you'll partner cross-functionally to address escalated concerns, ensuring timely and effective resolution, and communicating outcomes to the right stakeholders, including at an executive level.
• You are skilled in managing and resolving conflicts, demonstrating resourcefulness in finding mutually-agreeable solutions.
• You'll play a key role in complex team initiatives and projects, as well as People & Places priorities, where outcomes may have some ambiguity.
• You'll consistently uphold Intuit policies and role-model Intuit’s values in all circumstances.

Bay Area California $209,000 - $282,500

Southern California $163,500 - $221,000This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at

• Significant experience (typically 7+ year) in managing HR outsourcing relationships or HR vendor management, preferably within large, complex, global
• A bachelor’s degree in human resources, Business Administration, or a related field is preferred.
• Experience in negotiating service agreements and contracts with external providers. A thorough understanding of contract terms, SLAs, and performance
• A proven track record of successfully holding external partners accountable for performance and achieving desired outcomes.
• Strong analytical and problem-solving skills to identify root causes of issues and develop effective solutions.
• Identifies and engages the right stakeholders, keeps them informed of status and holds them Provides recommendations to remove risks and barriers. Demonstrates learning and growth mindset.
• Uses deep domain expertise to accelerate outcomes. Builds relationships and shares knowledge across P&P domains. Evolves or builds solutions for scale, standardizing and automating where possible.
• A solid understanding of core HR functions and best practices in HR outsourcing and vendor management, and familiarity with HR technologies, including Al.

• Implement and drive best practices for engineering excellence to improve operational efficiency and reliability aligned with opex KPIs.
• Develop and enforce architectural guidelines, patterns, and best practices to ensure consistency, scalability, and maintainability across VEP.
• Establish and enforce best practices for AI development, deployment, and monitoring, ensuring responsible AI implementation.
• Design and develop a Builder Culture Operating system anchored on customer insights, velocity and accountability.
• Drive an architectural review process across the org, ensuring alignment with strategic goals and adherence to established standards.
• Create and maintain comprehensive architectural documentation, promoting knowledge sharing and best practices across the engineering organization.
• Develop and implement programs to enhance the AI skills and capabilities of the engineering org.
• E2E thinker with the ability to drive results and lead change across teams, with the ability to influence senior Kickstart cross org initiatives, aligning disparate leaders and programs on outcomes.
• Develop program structures and operating rhythm to bring together complex cross-organizational teams to achieve outcomes with velocity and scale.
• Quickly and effectively identify and clarify critical issues and dependencies that need action and drive them through to closure. Effectively balance business needs versus technical constraints.
• Clearly and concisely communicate progress, trends, and insights to stakeholders at all Share updates in ways that resonate with and inform our builders, highlighting the impact of AI initiatives.
• Build strong relationships with key stakeholders across the organization, with a focus on understanding and addressing the needs of our engineering teams, particularly regarding AI enablement.

• 10+ years of strong Technical Business Operations, Consulting, or Program Management experience, including planning and leading multiple medium-large sized programs.
• Deep understanding of AI technologies and demonstrated ability to collaborate with engineering teams on complex, AI-focused technology programs using Agile, Kanban, and Scrum development
• Experience with software development lifecycles and a focus on building high-quality software.
• Experience tracking and improving operational metrics such as incident reduction, quality, and velocity.
• Bachelor’s degree in Engineering, Mathematics, Computer Science, or other quantitative field, or equivalent work experience.
• Proven ability to lead integrated teams from various internal and external organizations across multiple locations.
• Excellent interpersonal and communication skills, and proven ability to work effectively with all organizational levels, especially with engineering teams.
• Strong analytical skills with proven creative problem-solving and decision-making abilities.
• Demonstrated ability to collaborate, influence, and demonstrate emotional
• Ability to innovate under new and/or changing conditions, particularly in the rapidly evolving field of AI.
• Advanced JIRA user and knowledge of other collaboration tools such as Slack, Confluence, and Google Docs.