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

Intuit, Inc.; San Francisco (CA); On-site; USD 212,000 - 287,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is building an analytics-driven planning engine for Emerging Mid-Market (EMM) within QuickBooks. This role owns the independent forecast and revenue view, partnering with EMM sales leadership, Finance, and the executive team to turn analysis into actionable decisions.

The candidate will lead the weekly WBR/QBR cadence, produce trusted performance reports, and automate recurring insights to free time for strategic work. MBA is preferred and strong Excel/Anaplan skills are required.

Qualifications

• 5–8+ years in sales planning, revenue / sales operations, FP&A, or business analytics at a SaaS or technology company.
• Strategy Consulting experience (e.g., McKinsey, Bain, BCG).
• Proven forecasting ownership and ability to explain variance to plan.
• Hands-on quota and capacity planning with targets-to-inputs translation.
• Advanced modeling in Excel/Google Sheets; familiarity with Anaplan and BI tools; SQL a plus.
• Agentic AI fluency and solid grasp of core SaaS metrics (ARR, pipeline, conversion).
• Clear communication to turn models into actionable leadership decisions.
• Bachelor’s in Finance/Economics/Business; MBA preferred.

Responsibilities

• Forecast & world-view: own independent EMM forecast and revenue view.
• Rhythm of Business & reporting: own weekly cadence and materials.
• Quota & capacity planning: translate targets into seller-level goals and inputs.
• Maintain planning data integrity and partner with Finance on forecasting and quota.
• Communicate results that leadership and Finance can act on.

Skills

Sales forecasting

Quota planning

Excel/Sheets

Anaplan

Tableau

SQL

Storytelling

Finance partnering

Education

MBA

Bachelor’s in Finance/Economics/Business

Tools

Anaplan

Gong

Tableau

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:

Sacramento $212,000 - $287,000

San Francisco Howard Street, CA $212,000- $287,000