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Strategic Money Specialist
Location(s): Atlanta, Georgia; Plano, TexasCompany 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
Join a thriving business unit at Intuit, dedicated to empowering customers with innovative merchant processing solutions. As part of our dynamic sales organization, we prioritize customer success above all else, leveraging strategic thinking, problem-solving skills, and consultative expertise to address their most pressing needs. Our goal is to enhance our customers' financial decision-making capabilities, putting more money in their pockets and enabling them to focus on what truly matters to them. Join us and unlock your potential in a collaborative and supportive environment where every success is celebrated as a team.
Position Purpose:
As a Strategic Money Specialist, you play a vital role in driving growth and protecting revenue for our mid-market customers. Your primary objective is to deeply engage with customers, gaining a thorough understanding of their business needs across all locations. Leveraging your expertise, you'll demonstrate our core capabilities and recommend the right merchant processing solution stack to meet their specific requirements. Collaborating with internal support partners and resources, you'll ensure seamless execution of our solutions, contributing to Intuit's mission of disrupting the small business mid-market segment.
Qualifications
- Minimum 5+ years of quota-carrying software or technology sales and corporate account management experience
- Extensive experience in territory management across multiple states and industries, preferably within the merchant services domain
- Deep understanding of Account Receivable and Account Payable processes related to money movement
- Familiarity with merchant services customers owning multiple locations and annual revenues exceeding $5M
- Familiarity with merchant service industry standards as it relates to rates, cost analysis, and risk management
- Experience selling merchant services platform solutions with negotiated rates/terms across various industries
- Strong business acumen and sales skills, with the ability to innovate and iterate
- Prior experience with accounting, ERP, or financial management software sales
- Proficiency in managing a large prospect pipeline through Salesforce and supporting multiple partners through the sales process
- Familiarity with key sales methodologies such as Challenger, SPIN, Solution, or Sandler
- Understanding of the client management lifecycle and ability to collaborate effectively with diverse stakeholders
- Bachelor's degree or MBA preferred
Responsibilities
- Exemplify Intuit's values and foster an inclusive environment conducive to collaboration and innovation
- Proactively identify opportunities to drive business improvements for existing customers, providing strategic recommendations aligned with their needs
- Articulate Intuit's value propositions within the merchant services domain, showcasing understanding of our strategies and products relative to competitors
- Deliver compelling presentations to C-level executives, effectively communicating ROI and value propositions
- Grow and manage a robust sales funnel, maintaining a sustainable sales cycle to meet quarterly targets
- Collaborate with key stakeholders to influence the buying process and navigate complex selling processes
- Serve as a cross-functional facilitator, leveraging resources to support business relationship growth and execution
- Utilize all available resources to efficiently close deals and drive scalability
- Measure success through key metrics including quota attainment, close rates, pipeline velocity, and retention improvements
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"It’s important to always strive for improvement, even if you’re already in a good place."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
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