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Job Details
2021-26981 -

Head of Performance & Planning

Location(s): Mountain View, California; San Francisco, California
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Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Overview

The Ecosystem and Lifecycle Marketing (ELM)  team in Intuit’s Small Business and Self-Employed Group (SBSEG) is looking for a Head of Performance & Planning. In this role you will have the opportunity to ensure the delivery of meaningful business impact for the team responsible for cross-sell, upsell and retention for all of QuickBooks 18 distinct products.  ELM’s mission is to empower SMBs throughout their lifecycle by accelerating their speed to value, surfacing the right products and services at the right time, and inspiring them with data, insights and features.

This is an opportunity for a motivated and experienced data driven leader who likes to wear multiple hats.  Part business strategy and analysis, part operations and project management, this role is ideal for a transformational leader.  You will report directly to the VP of Ecosystem and Product Marketing, heading a small team that is responsible for managing the monitoring of business performance across all of the team’s responsibilities and ensuring clear and consistent communication of impact and results. Our ideal candidate has prior experience managing business performance and improving operational efficiency.

What you'll bring

  • 8+ years program management experience in a cross-functional, fast-moving environment
  • 5+ years leading large cross-functional projects with multiple stakeholders
  • Strong analytical and problem-solving skills with clear examples of using data actively for measurement, ROI analysis and recommendations
  • Excellent verbal, written, and interpersonal communication skills
  • Strong track record of leadership, including influencing in a cross-functional, fast-moving environment
  • Strong prioritization skills and experience leading change management

How you will lead

  • Lead the team that drives business performance reporting, planning, and transformation.
  • Working closely with Analytics, drive ELM business reviews at the ecosystem, product, campaign and channel level.
  • Facilitate the experiment results share-out process by defining the agenda, partnering with Analytics and Lifecycle Marketers on the content and capturing actions.
  • Assist with validating results for accuracy, clarity, and actionability
  • Act as the business performance communication bridge between the ELM team and the rest of the SBSEG organization including senior leadership, Analytics, Acquisition Marketing, Product Marketing, Product Management and Finance.
  • Drive the “marketing of the marketing” through the creation and share out of quarterly product and project level wrap report presentations and team newsletters.
  • Identify the tools, analytics and data necessary  to bring the ELM vision to life including: predictive models, KPI’s, dashboards and 3rd party tools.
  • Partner with the rest of the Leadership team to develop, facilitate, and manage team Operation Mechanics (Op Mech) that drive the communication of results within the ELM team and with partner teams.
  • Partner with the Analytics team to identify the meta-learnings of all the experiments to ensure we continue to spend time on the most impactful strategies.
  • Integrate various datasets to create, present, and defend analyses and other business insights to senior leadership
  • Support the ELM team through the forecasting process ensuring ELM inclusion and input from kickoff to final pass, regular engagements with primary product finance partners and sign off on ELM owned channel forecasts.
  • Continuously seek out areas of improvement for process and collaboration.
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"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."
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Troy Intuit employee
"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."
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Natalie Intuit employee
"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."
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Conrad Intuit employee
"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."
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Joylyn Intuit employee
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Conrad Intuit employee
"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."
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Alexandria Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
Troy at work
Troy Intuit employee
"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."
Photo of Natalie
Natalie Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
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Heather Intuit employee
"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."
Alexandria at work
Alexandria Intuit employee
"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."
Troy at work
Troy Intuit employee
"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."
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Jake Intuit employee
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Alexandria at work
Alexandria Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
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Breaunna Intuit employee
"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."
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Chelsia Intuit employee
"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."
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Troy Intuit employee
"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."

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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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