Serve as the trusted advisor for high-value clients by providing expert phone and chat support for QuickBooks Online and managing customer-specific initiatives to enhance retention and satisfaction.
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Technology Advisory team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Intuit Client Success Senior Associate to join their dynamic team.
Position Responsibilities:
- Serve as the trusted advisor for high-value clients, building strong relationships and ensuring their needs are met.
- Provide expert phone and chat support for QuickBooks Online, resolving complex issues quickly and effectively.
- Own the full incident process—identify, document, and resolve issues in collaboration with internal teams.
- Track recurring issues and provide data-driven recommendations to improve the client and product experience.
- Proactively check in with clients, gather feedback, and drive retention and satisfaction.
- Manage customer-specific initiatives, ensuring timely delivery and successful outcomes.
- Monitor and improve key performance metrics tied to customer success, efficiency, and satisfaction.
Qualifications:
- 1+ year in a client-facing role (SaaS, FinTech, or accounting preferred).
- QuickBooks ProAdvisor certification preferred; strong QuickBooks Online knowledge required.
- Accounting/finance background a plus.
- Strong troubleshooting, problem-solving, and communication skills.
- Proven ability to build client relationships and manage multiple priorities.
- Dependable, adaptable, and committed to customer success.
The application window is anticipated to close on November 8th, 2025 and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Fintech
Quickbooks Online
Quickbooks Proadvisor
SaaS
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