Account Executive, Tax Migrations
Intuit Inc., Plano, TX, United States
We are seeking a highly motivated, customer-obsessed Account Executive to join our ProSeries to ProConnect (PTO) Migrations Team. This full‑time role is focused on proactively and reactively migrating ProSeries (PS) and Lacerte (LC) firms to ProConnect Tax Online (PTO).
This individual will play a critical role in expanding the ProConnect customer base by driving platform adoption, managing inbound interest, and executing high‑touch migration experiences. The ideal candidate thrives in a high‑activity sales environment, deeply understands Intuit’s tax ecosystem, and is passionate about helping firms modernize their workflows.
Responsibilities
Own and deliver against a defined revenue target within a ProSeries‑focused, multi‑service firm territory.
Execute high‑volume outbound prospecting efforts (60–70 calls daily) to drive migration to ProConnect.
Convert inbound “hand raisers” currently using ProSeries or Lacerte who are exploring a move to ProConnect.
Manage an inbound queue of PS and LC firms interested in PTO migration conversations.
Migration & Platform Growth
Proactively migrate multi‑service ProSeries firms to ProConnect to support long‑term platform growth and IAS readiness.
If firms are not ready to migrate to PTO, retain them within ProSeries and upsell into Hosting and additional attach opportunities.
Position and price ProConnect appropriately based on firm size, needs, and service model.
Product & Process Expertise
Maintain a high level of knowledge across Intuit tax products (ProSeries, Lacerte, ProConnect).
Understand the operational motion for:
Creating new CANs
Syncing Realm IDs between ProConnect and QBOA
Supporting seamless data migration processes
Guide customers through migration with clarity, urgency, and strong follow‑through.
Customer Experience
Deliver a high level of customer obsession throughout the entire sales and migration lifecycle.
Serve as a trusted advisor, ensuring firms feel confident transitioning platforms.
Reduce friction and proactively resolve issues during migration.
What We’re Looking For
Proven track record of meeting or exceeding revenue targets in a quota‑carrying role.
Comfortable operating in a high outbound activity environment (60–70 calls per day).
Strong understanding of Intuit’s tax ecosystem (ProSeries, Lacerte, ProConnect preferred).
Experience selling SaaS or cloud‑based platforms.
Ability to manage both outbound prospecting and inbound lead flow.
Strong pricing acumen and consultative selling skills.
High level of operational rigor and attention to detail.
Exceptional customer‑first mindset.
Success in This Role Looks Like
Consistently achieving or exceeding migration revenue targets.
Increasing ProConnect adoption among multi‑service ProSeries firms.
Retaining at‑risk firms by effectively positioning hosting and attach solutions.
Delivering seamless migration experiences with strong NPS impact.
Contributing to long‑term platform growth in support of IAS readiness.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
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This individual will play a critical role in expanding the ProConnect customer base by driving platform adoption, managing inbound interest, and executing high‑touch migration experiences. The ideal candidate thrives in a high‑activity sales environment, deeply understands Intuit’s tax ecosystem, and is passionate about helping firms modernize their workflows.
Responsibilities
Own and deliver against a defined revenue target within a ProSeries‑focused, multi‑service firm territory.
Execute high‑volume outbound prospecting efforts (60–70 calls daily) to drive migration to ProConnect.
Convert inbound “hand raisers” currently using ProSeries or Lacerte who are exploring a move to ProConnect.
Manage an inbound queue of PS and LC firms interested in PTO migration conversations.
Migration & Platform Growth
Proactively migrate multi‑service ProSeries firms to ProConnect to support long‑term platform growth and IAS readiness.
If firms are not ready to migrate to PTO, retain them within ProSeries and upsell into Hosting and additional attach opportunities.
Position and price ProConnect appropriately based on firm size, needs, and service model.
Product & Process Expertise
Maintain a high level of knowledge across Intuit tax products (ProSeries, Lacerte, ProConnect).
Understand the operational motion for:
Creating new CANs
Syncing Realm IDs between ProConnect and QBOA
Supporting seamless data migration processes
Guide customers through migration with clarity, urgency, and strong follow‑through.
Customer Experience
Deliver a high level of customer obsession throughout the entire sales and migration lifecycle.
Serve as a trusted advisor, ensuring firms feel confident transitioning platforms.
Reduce friction and proactively resolve issues during migration.
What We’re Looking For
Proven track record of meeting or exceeding revenue targets in a quota‑carrying role.
Comfortable operating in a high outbound activity environment (60–70 calls per day).
Strong understanding of Intuit’s tax ecosystem (ProSeries, Lacerte, ProConnect preferred).
Experience selling SaaS or cloud‑based platforms.
Ability to manage both outbound prospecting and inbound lead flow.
Strong pricing acumen and consultative selling skills.
High level of operational rigor and attention to detail.
Exceptional customer‑first mindset.
Success in This Role Looks Like
Consistently achieving or exceeding migration revenue targets.
Increasing ProConnect adoption among multi‑service ProSeries firms.
Retaining at‑risk firms by effectively positioning hosting and attach solutions.
Delivering seamless migration experiences with strong NPS impact.
Contributing to long‑term platform growth in support of IAS readiness.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 Intuit®: Careers | Benefits). Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
#J-18808-Ljbffr