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Mid-Market Lending Specialist

Category Sales Location Atlanta, Georgia; Plano, Texas; Tucson, Arizona Job ID 2024-66530
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Company Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Job Overview

QuickBooks is a leading financial software provider serving millions of small and medium-sized businesses. We're on a mission to help Small and Mid-Market Businesses thrive by providing them with essential financial tools and services, including lending solutions that address their cash flow and growth challenges.

As a Mid-Market Lending Specialist in our Money Sales Organization, you'll play a pivotal role in driving this mission forward. You will work directly with our Mid-Market Businesses, building lasting relationships, understanding their growth goals and borrowing needs and helping them secure the funding they need to succeed and grow. This is a high-growth, high-impact role where you'll have the opportunity to shape the future of small business lending.

Our culture encourages growth and development within the company, making Intuit a great place to grow your career.

Responsibilities

  • Engage with and build strong relationships with business owners seeking funding
  • Meet and exceed sales goals, listen attentively to customer needs and overcome objections
  • Prospect for leads and conduct live product demos tailored to the prospect’s specific needs
  • Utilize CRM tools and create and follow a consistent pipeline strategy to convert prospects to buyers
  • Develop expert level knowledge of the industry and competition in lending, merchant services and bill pay

Qualifications

  • Bachelor's degree or equivalent work experience
  • Experience in fintech: selling to medium sized SMB, account management, or in a B2B environment, OR marketing, financial services, or business development experience
  • Experience in SaaS lending to SMBs
  • Proven ability to build relationships over the phone and exceed sales goals
  • Competitive nature, collaborative work style, and excellent communication skills
  • Ability to adapt and learn in a dynamic environment
  • 2+ years of successful track record in outbound calling, leading demos and pipeline management in SaaS/Fintech
  • Strong business acumen and marketing knowledge
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