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Job Details
2023-39248 -

Director, Business and Portfolio Analytics

Location(s): San Diego, California; Mountain View, California
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Company Overview

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 with 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

Come join the TurboTax Customer & Business Strategy Team as the Director of Business & Portfolio Analytics. This team is responsible for our overall customer & business strategy and leading the organization to ensure we deliver on growth and revenue commitments. You’ll also be part of an organization that, through customer obsession and innovation, has consistently delivered record-breaking growth in revenue, customers and share.  

This critical role for the business will need a candidate with strong data literacy, business acumen, & ability to develop deep industry knowledge/competitive awareness in order to provide senior leaders with a clear picture of industry & share performance/opportunities, guide our customer strategy, identify opportunity segments, & inform our overall business model & monetization strategies. To be successful, this candidate will be required to create strong partnerships & communicate clearly to senior leaders across multiple functions of the organization including Strategy, Marketing, Analytics, Product, Research, & Finance.

This role is a unique and rare opportunity that does not come available often.  The candidate will have a direct role in shaping the future strategy of CG at the portfolio level and will work hand-in-hand with the VP, Customer & Business Strategy who is an experienced VP (7 years) and who places a focus on coaching and development.

Qualifications

  • Strong proficiency in SQL, Excel/G-Sheets, bonus if experience using Tableau
  • 7-10 years professional experience in strategic consulting, marketing, analytics, or product management
  • Bachelor degree required; MBA preferred
  • Ability to identify untapped business opportunity and communicate analytics approach that generates significant customer or business impact
  • Proven ability to formulate hypotheses around category and business opportunities and a strong bias for proving or disproving those hypotheses 
  • A catalyst and a change agent that champions innovative analytical approaches to business growth that generates durable advantage
  • Partner effectively with cross-functional teams, including Strategy, Marketing, Analytics, Product, Research, & Finance to translate business strategies and objectives into financial outcomes
  • Detail-oriented individual who can quickly and accurately comprehend, manipulate, and prepare complex models and analyses from large and complex datasets
  • A proactive can-do attitude, a self-starter who is comfortable working independently and with ambiguity in a fast-paced environment while managing multiple priorities simultaneously
  • Proven track record of communicating effectively, telling stories with data, instilling confidence, educating, and motivating multiple stakeholders at varying levels

Responsibilities

  • Industry Performance/Share: Lead person responsible for tracking/forecasting industry and competitor share performance & actively engaging with senior leaders & partners to communicate that within the context of overall business performance.
  • Customer Strategy: Identifying growth and customer lifetime value opportunities through a deep understanding of acquisition & retention performance/drivers, customer segments, & forward-looking business models/monetization strategies  
  • Value Pools/Target Segments: Using a combination of internal, public, and research data to continuously identify & evaluate opportunities across new and existing customer segments with the goal of influencing overall customer acquisition strategy.
  • Opportunity Sizing/Business Modeling: Evaluate strategic decisions and size new growth opportunities, collaborate across teams to develop business case and bring ideas to market
  • Competitive Intelligence: Develop a deep understanding of the industry, competitive offerings & their investor communications/materials to evaluate competitors’ strategy vs our own, bring the organization together through wargaming and scenario planning, and identify potential actions we would take as a result 

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is CA $268,385 - $363,109. 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.

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Morag Intuit employee
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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."
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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."
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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
"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."
Conrad at work
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."
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 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."
Heather at work
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."
Jake at work
Jake Intuit employee
"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."
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."
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."

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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EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

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