Principal – Assisted Portfolio, Small Business Growth Strategy

We are hiring a Principal to own the end to end strategy for TurboTax Assisted Small Business Tax portfolio. Reporting to the Director of Assisted Growth Strategy, this leader will be accountable for determining initiatives and securing prioritization that will achieve Commercialization growth targets. The role will drive New Growth Opportunity Identification, Prioritization & Commercialization; Business Model and Monetization, Retention, Pricing Strategy, and Customer Journey Optimization. The role will serve as a core member of the Expert Full Service leadership team

This is a highly influential and collaborative role, requiring strong coordination with numerous cross-functional partners. The Principal will collaborate closely with the broader Assisted Growth Strategy, Marketing, Product, Research, Data Science, Finance, Service Design, and Service Delivery teams to stand up initiatives including sales and omnichannel opportunities across in person, virtual, and hybrid experiences, including local stores to drive shared unit and revenue growth goals.

The ideal candidate will possess a blend of strategic vision, marketing, financial, and analytical acumen, strong communication skills, a collaborative mindset, and own the end to end business cases for incremental growth. Prior team management experience and ability to work within a highly matrixed, cross-functional, dynamic environment is also essential.

Responsibilities

• Team Leadership: Lead and mentor a team of 1-2 direct reports responsible for driving acquisition, retention, pricing, and conversion strategy.

• Strategic Growth: Leverage customer insights, competitive understanding, and analytics data to identify, define and unlock new growth opportunities, determine product market fit and influence marketing channel strategy and product roadmaps, ensuring the right level of strategic rigor is applied to prioritization and decision-making.

• Customer Insights: Own the customer problem and collaborate with Research to develop a robust learning plan to build deeper insights on the Full Service customer.

• Acquisition & Conversion: Partner closely with Marketing, Partnerships, Product, and Customer Success to identify and help bring to life campaigns, features, or expert-led experiences that increase acquisition and conversion. Experience driving acquisition in B2C, B2B, and B2B2C environments to drive interest, engagement, and conversion.

• Lifecycle and Ecosystem: Partner with Product and Product Marketing to optimize customer journeys for top entry points, including returning user strategies and in-product upgrade paths. Ability to think about customer future state needs and across the Intuit ecosystem to drive growth, retention, and innovation.

• Pricing & Monetization: Provide strategic guidance and oversight on end-to-end pricing strategy, including baseline pricing, new pricing models, and transparency, to optimize business model performance and deliver against revenue and ARPC targets.

• In-Season Performance: Collaborate with Data Science to monitor business performance reporting and make recommendations on in-season pivots needed to reach short and long-term growth targets.

• Strategic Planning: Serve as a core strategic partner to Marketing and Product Management and active participant in the 3/1 year planning process to ensure strategic initiatives address biggest customer needs and business priorities.

• Cross-Functional Collaboration: Manage strategic projects, resolve complex issues and remove barriers to the team’s success by collaborating across PMM, Research, Data Science, Finance, Product, and Customer Success teams.

Qualifications

• 10+ years professional experience in strategy, growth/marketing, or product innovation and acceleration.

• Experience in omnichannel services industries that bring together customer needs with digital and physical experiences.

• 5+ years of experience leading and mentoring a team of direct reports.

• Strategic Problem Solver: Forward thinking leader with the ability to prioritize and problem solve through ambiguity. Strategic mindset with the ability to integrate a thorough understanding of business priorities into short & long-term strategic business cases and rationales, planning documents, workback plans, and more.

• Strong Financial Acumen: Ability to model, estimate and track impact of ongoing initiatives, working closely with finance and analytics to determine both critical investments for growth as well as requisite ROI of key activities.

• Business Ownership: Demonstrated track record of proactively taking on leadership roles, making principled, data-based business decisions and delivering growth.

• Influential: Proven experience influencing cross-functional teams to secure prioritization and cross functional resources.

• Analytical: Experience with both qualitative and quantitative customer research. Ability to quickly analyze and synthesize data from a variety of sources and distill into clear, concise recommendations for an executive audience. Proven ability to leverage data to measure business performance, inform growth, and develop business cases.

• “Test & Learn” mindset: Tack record of innovation. Ability to translate customer insights into marketing and product activities that achieve tangible results

• Communication: Strong written and verbal skills to communicate strategic objectives and results to senior leadership.

• Strong command of AI capabilities to scale business case development, measure anticipated impact, and keep the team trained and supported.

• Education: Bachelor’s degree required; MBA preferred.

• Experience in driving significant and strategic customer growth through a combination of business model innovation and monetization, channel acquisition/organic capabilities, customer journey and product optimization, and pricing is highly preferred.

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: San Diego $200,500 - $271,000 Mountain View, CA $205,000- $277,500 San Francisco Howard Street, CA $205,000- $277,500