Central Planning, Sr Strategy & Ops Manager — Emerging Mid-Market

Intuit, Inc.; New York (NY); On-site; USD 164,000 - 223,000; Full time

Job summary

Intuit, Inc. seeks a strategic planning leader to own the EMM forecast, capacity planning, and rhythm of business for Emerging Mid-Market. You will drive a forward-looking model, ensuring accuracy and alignment with executive decisions, partnering with Sales leadership, Finance, and C-suite exposure.

The role emphasizes building independent views, automating reporting, and translating targets into seller-level actions with data integrity at its core. MBA-a-plus; SaaS/tech experience preferred.

Qualifications

• 5–8+ years in sales planning, revenue / sales operations, FP&A, or business analytics at a SaaS or technology company
• Strategy Consulting (e.g., McKinsey, Bain, BCG)
• Proven experience owning forecasting and a revenue point of view — building bottoms-up models and explaining variance to plan
• Hands-on quota and capacity planning — translating targets into seller-level goals and the inputs required to hit them
• Advanced modeling in Excel / Google Sheets; proficiency with a planning platform (Anaplan or similar) and BI tools (Tableau); SQL a plus
• Agentic AI fluency - experience with state-of-the-art AI tool stacks for GTM use cases
• Strong command of B2B SaaS metrics — pipeline, conversion, productivity, and ARR
• Exceptional attention to detail and data integrity — numbers trusted without re-checking
• Clear communication — turn forecasts into actionable insights for leaders and Finance
• Bachelor’s in Finance, Economics, Business, or related quantitative field; MBA-a-plus

Responsibilities

• Forecast & World-View: Build and own a standalone EMM forecast and revenue view.
• Rhythm of Business & Reporting: Run the WBR/QBR cadence and produce trusted performance reporting.
• Quota & Capacity Planning: Own EMM quota and capacity planning; translate targets into seller-level goals and required inputs.
• Automate recurring reporting to remove manual effort and free the team for higher-value work

Skills

Forecasting

Quota planning

Anaplan

SQL

Excel/Google Sheets

BI tools

Executive storytelling

Education

Bachelor’s in Finance/Economics/Business

MBA

Tools

Anaplan

Gong

Tableau

SQL

Job description

Emerging Mid-Market (EMM) is one of QuickBooks' highest-leverage growth bets — Intuit is building a new business inside a multi-billion-dollar franchise, and the strategy is still being written. This role is the strategic engine behind that scale-up. You own the independent point of view on where the EMM business is going, the capital-allocation logic that decides where the next dollar and the next seller go, and the operating cadence that turns analysis into executive decisions.
Sitting in the Planning & Reporting Center of Excellence and partnering directly with EMM Sales leadership, the VP of SMB Sales, and Finance — with regular exposure to C-suite forums — you take a reactive reporting function and turn it into a forward-looking planning engine. This is the seat consulting builds toward: one owner for the fact base, the model, and the recommendation, with accountability for whether it works.

Responsibilities

Forecast & World-View

• Build and own an independent EMM forecast and revenue point of view — a world-view the team owns, not a roll-up of others’ number

• Drive forecast hygiene and deal-signal discipline (e.g., Gong-based forecasting), with weekly accuracy and variance analysis against plan

• Maintain the planning source of truth — weekly channel splits and operational plans — as the single reference for EMM targets

Rhythm of Business & Reporting

• Run the EMM rhythm of business — own the WBR/QBR cadence, the materials, and the follow-through on decisions

• Produce business performance reporting that sales leadership and Finance trust and act on

• Automate recurring reporting to remove manual effort and free the team for higher-value work

Quota & Capacity Planning

• Own EMM quota and capacity planning — translate segment targets into seller-level quotas and the inputs required to hit them

• Build and maintain a CAC-rightsized capacity model that connects investment to required capacity and expected output

• Manage Anaplan hierarchy and planning data integrity; partner with Finance on forecasting and quota setting

Qualifications

This role is for a planner who owns the numbers end to end — rigorous enough that leaders forecast and staff with confidence, and clear enough to turn a model into a decision.

Required

• 5–8+ years in sales planning, revenue / sales operations, FP&A, or business analytics at a SaaS or technology company
• Strategy Consulting (e.g., McKinsley, Bain, BCG)
• Proven experience owning forecasting and a revenue point of view — building bottoms-up models and explaining variance to plan
• Hands-on quota and capacity planning — translating targets into seller-level goals and the inputs required to hit them
• Advanced modeling in Excel / Google Sheets; proficiency with a planning platform (Anaplan or similar) and BI tools (Tableau); SQL a plus
• Agentic AI fluency - had experience running State of the Art AI tool stack with agentic go-to-market use cases
• Strong command of the sales funnel and core B2B SaaS metrics — pipeline, conversion, productivity, and ARR
• Exceptional attention to detail and data integrity — your numbers are trusted without re-checking
• Clear communication — able to turn a forecast or capacity model into a story leaders and Finance act on
• Comfort in a fast-paced, dynamic environment; Bachelor’s in Finance, Economics, Business, or a related quantitative field
• MBA-a-plus

Preferred

• Experience standing up or running a rhythm of business (WBR / QBR) for a sales organization
• Familiarity with Anaplan hierarchy management and forecasting tools such as Gong
• Track record of automating recurring reporting to reduce manual effort
• Familiarity with QuickBooks Advanced or the SMB / Emerging Mid-Market segment
• Prior partnership with Finance on forecasting and quota setting
• Github repositories to showcase AI GTM fluency

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

The expected base pay range for this position is:
Mountain View $163,000 - $220,500
New York $164,500- $222,500