Collaborate with cross-functional teams, including customer success, product management, and analytics, to reduce churn and drive customer retention across our QuickBooks customer base.
Design and execute customer experiences tailored to high value customers to proactively address pain points, reinforce product value, and deepen engagement.
Partner closely with customer success teams to synchronize messaging and outcomes across customer communications, retention efforts, and digital support platforms.
Use Salesforce functionality and capabilities, such as data segmentation, workflow automation, and campaign tracking, to streamline engagement strategies and measure success effectively.
Create playbooks, toolkits, and materials that empower customer success representatives to have meaningful conversations and deliver compelling value propositions to customers to reduce churn.
Leverage data-driven insights to identify behaviors correlated with churn risks and execute strategies to mitigate those risks.
Monitor funnel metrics and key performance indicators (KPIs) for retention and churn, continually optimizing efforts to align with growth objectives.
Collaborate with product teams to influence roadmap priorities based on customer feedback around adoption challenges and unmet needs.
Test, learn and iterate quickly to drive learnings and create value with velocity.
Qualifications
The ideal candidate for this role:
Experience in SaaS Businesses: Proven track record of working in SaaS organizations with deep understanding of subscription-based models, user engagement, and customer retention strategies.
Salesforce Expertise: Proficient in Salesforce functionality, including data segmentation, customer success representative workflows, customer lifecycle management, and reporting dashboards.
Customer Success Knowledge: Hands-on experience working within or alongside customer success teams, with a strong grasp of how retention programs support long-term growth.
Analytical Mindset: Strong ability to interpret customer data, identify retention trends, and implement actionable insights to reduce churn.
Collaborative Problem-Solving: Comfortable working across teams in a matrixed organization while driving alignment toward business objectives.
Campaign Execution: Proven ability to design and launch targeted customer experiences both in and out of product.
Customer-Centric Approach: Passionate about helping customers succeed, staying empathetic to their challenges while advocating for solutions that drive measurable impact.
Preferred Qualifications:
Bachelor’s degree in Business, Customer Experience, Marketing or related areas. Master’s degree or specialized certifications are a plus. Equivalent experience will be considered.
5+ years of experience in product marketing, customer success, or similar roles in SaaS businesses.
Experience working with financial software or with small businesses is a strong advantage.
Ability to manage multiple projects, prioritize outcomes, and meet deadlines in a fast-paced environment.