Staff Technical Account Manager, IDX Customer Success

Intuit

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Quick summary

Work type
On-site
Location
Mountain View, CA
Salary
$168,000–$227,000 / yr
Posted
18 days ago
Freshness
Confirmed live today

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $200k
This role $198k
$154k $259k
below market most similar roles pay here above market

This role pays less than 55% of similar roles. Most pay $165,000–$235,937 — the blue band above. At the midpoint, this role pays about $198k versus about $200k for comparable roles.

Based on 240 similar postings.

Employer

About Intuit

Intuit is a financial software company known for products like TurboTax, QuickBooks, Mint, and Credit Karma, helping consumers and small businesses manage their finances and taxes. Industry: Financial Software & Technology

Intuit currently has 255 open roles on FindRole.

Listed pay typically runs $202,500–$274,000 across 236 roles with salary data.

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At a glance

TL;DR · Staff Technical Account Manager, IDX Customer Success

The Staff, Technical Account Manager: IDX Customer Success joins the Data, Growth and Experiences team to manage technical account management for data connectivity within TurboTax. This role serves as a critical link between tax data partners, the IDX platform, and product management teams. The individual will act as a strategic partner by monitoring KPIs, creating roadmaps, and providing technical guidance to ensure high-performance tax experiences. Key responsibilities include managing fintech API issues, conducting partner reviews, and contributing to technical documentation. Required skills include proficiency in SQL, Tableau, Splunk, and Salesforce, along with fluency in RESTful APIs, OAuth, OIDC, and financial data standards like OFX and FDX. The role solves complex integration problems involving payment systems, banking platforms, and network security protocols.

What you'll do

  • Serve as the primary technical contact for assigned fintech partners to ensure high satisfaction and engagement.
  • Provide proactive technical guidance and recommendations to partners to anticipate and solve potential challenges.
  • Manage and prioritize partner fintech API issues by coordinating with engineering and support teams for timely resolution.
  • Conduct regular partner reviews to share KPIs, performance insights, and new product features.
  • Facilitate product capability reviews to help partners scope and prioritize the adoption of new updates.
  • Create technical documentation, best practices, and knowledge base articles for partners and internal teams.
  • Represent partner feedback and capability requirements internally to influence product roadmaps.

What we're looking for

  • Bachelor's degree in Computer Science, Information Technology, Finance, or a related technical field.
  • Master's degree and ITIL certifications (preferred).
  • 8+ years of experience in technical account management, sales engineering, or a similar partner-facing technical role in the fintech industry.
  • Strong understanding of financial technologies, including payment systems, banking platforms, and trading systems.
  • Proficiency in articulating complex technical concepts related to APIs, system integrations, network security, and authentication protocols.
  • Experience navigating Tableau, Splunk, and SQL for data analysis and troubleshooting.
  • Familiarity with CRM software such as Salesforce.
  • Fluency in RESTful APIs, agile methodologies, and global financial data standards (preferred).

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