Money Sales Lending, Specialist

Intuit; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Comprehensive benefits package

Job summary

Intuit is looking for a Money Sales, Lending Specialist in Charlotte, NC. This role will support small and mid-market businesses by providing them essential lending solutions. You will engage with business owners, manage a sales pipeline, and work towards achieving their funding goals.

The ideal candidate should have a bachelor's degree, 2+ years of experience in outbound sales, and the ability to build solid relationships over the phone.

Intuit offers a competitive compensation package with performance rewards.

Qualifications

• 2+ years of successful track record in outbound calling, leading demos, and pipeline management.
• Experience in selling to medium-sized SMB or account management in a B2B environment.
• Strong business acumen and marketing knowledge.

Responsibilities

• Engage with and build strong relationships with business owners seeking funding.
• Meet and exceed sales goals, listen to customer needs and overcome objections.
• Prospect for leads and conduct tailored live product demos.

Skills

Outbound calling

Sales goals achievement

CRM usage

Relationship building

Competitive nature

Strong communication skills

Education

Bachelor's degree or equivalent work experience

Job description

Overview

As a Money Sales, Lending Specialist at Intuit, you will be instrumental in supporting small and mid-market businesses by providing them with essential lending solutions. This role focuses on building strong relationships with business owners, understanding their financial needs, and helping them secure funding to achieve their growth objectives. You will engage in outbound calling, and manage a sales pipeline, all while contributing to the company's mission of empowering businesses with financial tools.

Responsibilities

• Engage with and build strong relationships with business owners seeking funding.
• Meet and exceed sales goals, listen attentively to customer needs and overcome objections.
• Prospect for leads and conduct live product demos tailored to the prospect's specific needs.
• Utilize CRM tools and create and follow a consistent pipeline strategy to convert prospects to buyers.
• Develop expert level knowledge of the industry and competition in lending, merchant services, and bill pay.

Qualifications

• Bachelor\'s degree or equivalent work experience.
• 2+ years of successful track record in outbound calling, leading demos, and pipeline management in SaaS/Fintech.
• Experience in fintech: selling to medium-sized SMB, account management, or in a B2B environment, OR marketing, financial services, or business development experience.
• Proven ability to build relationships over the phone and exceed sales goals.
• Strong business acumen and marketing knowledge.
• Competitive nature, collaborative work style, and excellent communication skills.
• Ability to adapt and learn in a dynamic environment.

Compensation and Benefits

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.