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Lending Partnerships Operations Manager
Location(s): Mountain View, California; New York, New York; San Diego, CaliforniaCompany 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
The QuickBooks Money team is on a mission to transform small business banking, lending and payments. We have a bold vision to put small businesses in complete control of their money and to make
money easy, instant and optimized. As we accelerate innovation and transform our existing offerings, we want to build products that work better together across getting paid, paying others, accessing capital, and managing money. Today, QuickBooks customers can access funding (capital), manage their cash flow, send and receive payments, process invoices, sync their banking and accounting instantly. Imagine a
world where we help SMBs make the right decision about when to take funding, how much to take, and what type. We’re working to make this a reality.
If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast-paced and fun environment, we invite you to come
join our team. We are looking for a Senior Manager that will be focused on the Lending vertical (both direct lending business and referrals to lending marketplace) to help us drive long-term scalability by working to optimize partnerships to power seamless financial services products for small businesses.
The ideal candidate will have a strong analytical toolkit and the ability to seamlessly translate insights into action plans to drive optimization of partnerships. This person has experience collaborating with external
partners to drive results. This person will excel in cross-team collaboration with Product, Go-to-Market, Legal and Compliance, Finance, and Strategy. The Money Platform is underpinned by partnerships with institutional partners, capital providers and banks, so optimizing these relationships is critical to our success.
The preference is for this role to be in-person (2-3 days per week) in the Intuit San Francisco, Mountain View, Los Angeles, or New York office. This position will report to the Head of Platform and Partnership Success, QuickBooks Money Team.
Responsibilities
- Drive diagnostic reviews to assess opportunities with our existing partnerships, specifically within the Lending vertical
- Establish hypotheses for optimizing existing partnerships to drive revenue increase and cost reduction; lead negotiations to drive implementation of those solutions
- Be an expert in SMB Lending segment; establishing a POV on innovations in lending to inform platform strategy and optimization
- Oversee operations of money products and various checkpoints of money movement for the lending business
- Third party vendor management to include onboarding and integration support, monitoring SLAs, error remediation, and portfolio management; build relationships with vendors and facilitate connection with key internal stakeholders
- Drive strategic renewals and extensions of current engagements
- Build trusted relationships with Partners, as well as internal stakeholders (Legal, Compliance, Product, Product Marketing, Capital Markets)
- Develop KPIs for Strategy, coordinate reviews internally with stakeholder team leaders
- Support other business functions with projects on an ad-hoc basis
- Drive a rapid innovation cycle that maximizes speed, quality and operational efficiencies
Qualifications
- Bachelor's degree in any field, MBA a plus
- Exposure to, and strong interest in, financial services, particularly lending greatly preferred
- Experience preferably at least one of the following industries: FinTech, consulting firm or investment bank; as well as direct experience in a client services role (partner management, customer success management, consulting)
- Ability to be a self-starter in a fast-paced and quickly changing environment
- Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision
- Excellent cross-functional collaboration skills; strong ability to work across all key functions (risk, product development, design, marketing, compliance, legal); “win-together mentality”
- Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
- Must be detail oriented and able to manage and maintain all facets of complex assignments
- Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
- Demonstrate the flexibility to work among diverse corporate environments, industries, technical and non-technical
- Executive presence in working with senior leadership internally and within partner organizations
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is New York $169000 - $228500, Bay Area California $169500 - 229500, Southern California $157000 - 212000. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
"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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