Jack Li

Energizer
DISC Type : I

Vice President of Product Management at Intuit

United States

Overview

Jack Li is a product management executive at Intuit with over 20 years of experience in consumer fintech. He leads the end-to-end customer and expert ecosystem, focusing on scalable growth for products like TurboTax Live. He holds an M. S. from the University of California, Berkeley.

He spearheaded the strategy and implementation of TurboTax Lives assisted and full-service offerings, connecting millions of customers with virtual tax experts.

Personality Overview

Believer

Informal

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Expert-Led Platforms
He is responsible for the product strategy of Intuit's expert ecosystem, scaling platforms that connect consumers with financial and tax professionals.
Consumer FinTech
His career at Intuit has been dedicated to building consumer-facing financial technology, particularly simplifying complex tax workflows for millions.
End-to-End Experiences
He focuses on creating deeply integrated and seamless customer journeys across Intuit's products, platforms, and expert-led services.

Media Appearances

AI, accountants high on Intuit’s priority list, product VP says. Featured in Accountants Daily (Australia)

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Intuit announces new product lead amid APAC expansion. Featured in Accountants Daily

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Work History

4-2024
Vice President of Product Management at Intuit
8-2022 - 3-2024
Vice President of Product Management at Intuit
8-2020 - 7-2022
Director of Product Management at Intuit
6-2011 - 7-2020
Product Management – Consumer Group at Intuit
7-2009 - 5-2011
Senior Product Manager, Consumer Experiences at Yahoo

Education

M.S from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 23 Location : United States Job Level : Senior Designation : Vice President of Product Management at Intuit
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jack

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jack take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Jack

Personality Compatibility


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