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

Intuit; Phoenix (AZ); On-site; USD 163,000 - 223,000; Full time

Job summary

Intuit is seeking a seasoned Planning & Reporting professional to stand up the Emerging Mid-Market forecast and a forward-looking planning engine. You will own the numbers end-to-end, connect targets to inputs, and partner with EMM Sales and Finance to drive disciplined, data-driven decision making.

You will lead the rhythm of business, deliver trusted performance reporting, and automate recurring processes to unlock higher-value work in a fast-paced SaaS environment.

Qualifications

• 5–8+ years in sales planning, revenue / sales operations, FP&A, or business analytics at a SaaS or technology company.
• 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 agentic go-to-market AI tool stacks.
• Strong command of 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.

Responsibilities

• Build and own an independent EMM forecast and revenue point of view.
• Drive forecast hygiene and deal-signal discipline with weekly accuracy analysis against plan.
• Maintain the planning source of truth — weekly channel splits and operational plans.
• Run the rhythm of business — own the WBR/QBR cadence, materials, and decision follow-through.
• Produce business performance reporting that sales leadership and Finance trust and act on.
• Automate recurring reporting to reduce manual effort and free the team for higher-value work.

Skills

Forecasting

Sales planning

Quota planning

Capacity planning

Advanced modeling

Communications

Data integrity

Executive storytelling

State-of-the-art AI tools

Education

Bachelor's in Finance/Economics/Business or related quantitative field

Tools

Excel

Google Sheets

Anaplan

Tableau

SQL

Job description

Overview

Emerging Mid-Market (EMM) is one of QuickBooks’s highest-leverage growth bets — and it is scaling faster than the planning infrastructure behind it. This role stands up the planning command center for EMM: an independent forecast and point of view the team owns, a disciplined rhythm of business, and quota and capacity plans that connect targets to the inputs required to hit them. Sitting in the Planning & Reporting Center of Excellence and partnering closely with EMM Sales leadership and Finance, you turn a reactive, run-the-business reporting function into a forward-looking planning engine.

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’ numbers
• 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
• 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

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

Footer

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

California Remote (Bay Area) $163,000- $220,500

New York $164,500- $222,500