Account Executive, Tax Migrations

Account Executive For ProSeries To ProConnect Migrations

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.

Qualifications:

• 2+ years of quota-carrying sales experience, preferably in SaaS or cloud-based solutions
• Demonstrated success meeting or exceeding revenue targets in a high-activity outbound environment
• Comfortable executing 60–70 outbound calls daily while managing inbound opportunities
• Strong consultative selling skills with the ability to uncover needs, position value, and confidently navigate pricing conversations
• Experience working with small to mid-sized businesses or professional services firms preferred
• Ability to manage complex sales cycles that involve change management and process transitions
• Strong operational rigor and attention to detail throughout implementation or transition processes
• Highly customer-focused with the ability to build trust and guide customers through platform or workflow changes
• Excellent communication, objection handling, and relationship-building skills
• Self-starter who thrives in a fast-paced, performance-driven environment

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.