Role Overview - Tax Channel Partner Manager, Accountant Sales

The Channel Manager owns the Customer Retention Strategy for the Accountant Channel and is accountable for delivering on annual customer count & revenue goals. This role partners closely with Attach Leader, Marketing, Finance, Analytics, and cross-functional GTM teams to ensure forecast accuracy, maintain strong operating rigor, and execution against ambitious growth goals.

This role operates as a business owner, not a contributor —bringing clarity to performance drivers, building scalable operating mechanisms, and leveraging AI-driven insights to improve decision-making, execution, and Retention & Attach performance.

Responsibilities

Key Responsibilities

1. Retention Strategy & Performance Ownership

Owns the end-to-end Retention Strategy for the Accountant Channel, including segmentation, prioritization, and recovery motions.

Diagnose retention drivers and headwinds, clearly separating execution-driven gaps vs. structural attrition.

Translate insights into actionable plays for Sales and cross-functional partners.

Continuously evolve retention strategy based on performance, market dynamics, and business priorities.

2. Attach Strategy Partnership

Owns partnership with Sales, Finance and Marketing to drive attach as a core growth lever.

Identify attach opportunities across lifecycle stages, segments, and GTM motions.

Ensure attach strategy is embedded into GTM plans, incentives, enablement, and tooling.

Track attach performance and translate insights into yield and revenue-per-CAN improvements.

Pressure-test sustainability of attach gains and surface risks early. 

3. Forecasting & Financial Rigor

Own retention and attach forecasting in partnership with Finance, including:

Near-term and long-term outlooks

YoY performance tracking

Scenario and sensitivity analysis

Pressure-test assumptions related to volume, attach, migration, and attrition.

Act as the single source of truth for retention and attach performance narratives.

Proactively surface risks, opportunities, and tradeoffs to leadership.

4. GTM Planning & Execution

Lead GTM planning for retention and attach initiatives, including seasonal strategies, segment-specific motions, and incentive programs.

Partner with Sales leadership to ensure GTM plans are executable and aligned to capacity.

Coordinate with Marketing and Product to ensure offers, messaging, and tooling support channel goals.

Measure GTM effectiveness and iterate based on performance and ROI.

5. AI-Driven Business Advancement

Leverage AI and advanced analytics to:

Improve retention and attach forecasting accuracy

Identify early churn risk and attach opportunity signals

Surface hidden drivers of performance

Partner with Analytics and Technology teams to operationalize AI insights into workflows.

Champion experimentation with AI-enabled tools that improve efficiency, precision, and scale.

Qualifications

Required Qualifications

• Bachelor’s degree in Business Administration, Sales, Marketing, or a related field;
• 3+ years of experience in strategic sales, channel management, or partnerships within complex, multi-stakeholder ecosystems.

Preferred Qualifications

• Proven ability to design and execute channel strategies that drive revenue growth, partner performance, and long-term value creation.
• Strong executive communication, negotiation, and influence skills, with a track record of building trusted relationships across internal teams and external partners.
• Experience leveraging analytics, AI-driven insights, or automation tools to identify opportunities, optimize performance, and scale impact.

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. The expected base pay range for this position is: