Senior Strategic Money Specialist
Intuit
Senior Strategic Money Specialist
Intuit
Tax, accounting, and personal-finance software
As a Senior Strategic Money Specilaist, 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.
Bachelor's degree or MBA preferred or equivalent work experience.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
The expected base pay range for this position is:As a Senior Strategic Money Specilaist, 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.
Bachelor's degree or MBA preferred or equivalent work experience.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
The expected base pay range for this position is:Intuit provides financial technology tools for consumers and small businesses. Its main products are TurboTax for tax preparation, QuickBooks for accounting, and Mint for personal finance management. These tools typically operate on a subscription basis or behind transaction fees, with features that help users file taxes, track income and expenses, and manage budget and goals. The software ecosystem is designed to connect tax, accounting, and personal finance in one place, improving workflows for individuals, freelancers, and small business owners. Security is a priority, with measures like multi-factor authentication and anti-fraud protections to protect user data. Intuit’s goal is to help people achieve financial well-being by educating users and delivering easy-to-use, reliable financial software across different needs and customer segments.
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