Aili Chatfield-Taylor

Questioner
DISC Type : c

Group Manager, Customer Success at Intuit

San Diego, California, United States

Overview

Aili Chatfield-Taylor is a Group Manager of Customer Success at Intuit, where she supports multiple partnership groups. Her expertise is in service design and customer experience, having previously led these teams for TurboTax Live and held senior roles at Capital One. She holds a certificate from Harvard Business School.

Outside of her core role, Aili is passionate about mentorship and empowering others. She has been described by colleagues as an "integral mentor" and has dedicated time to speaking at forums designed to encourage and develop future leaders, particularly young women.

Unique fact: Aili was an invited speaker for 300 young women at a Future Leaders Forum, where she delivered a talk titled "Let Your Light Shine".

Personality Overview

Cautious & Analytical

Not Easily Convinced

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Customer Experience
She has a deep background in leading and growing service design and customer experience teams at both Intuit and Capital One.
Vendor Partnerships
Actively hires for roles managing multi-million-dollar vendor relationships to scale service delivery for TurboTax, showing a focus on strategic BPO management.
AI in Customer Service
She has mentioned her team's work is becoming more interesting as Intuit continues its "AI-native journey" to enable experts.

Media Appearances

Aili has no verified media appearances

Work History

5-2025
Group Manager, Customer Success at Intuit
11-2021 - 5-2025
Group Manager, Service Design & Customer Experience at Intuit
3-2021 - 10-2021
Sr. Product Manager at Capital One
1-2019 - 2-2021
Sr. Service Designer at Capital One
6-2017 - 12-2018
Business Consultant at NGT2

Education

Certificate from Harvard Business School
Full Stack Software Engineering Bootcamp from University of Richmond

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Diego, California, United States Job Level : Middle Designation : Group Manager, Customer Success at Intuit
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Insights For Selling To Aili

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aili is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Aili

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Aili move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Aili take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Aili

Personality Compatibility


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