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Strategic Money Specialist

Category Sales Location Atlanta, Georgia; Plano, Texas Job ID 2025-68142
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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

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.

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.

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

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
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