Principal, Business Operations & Planning - Services

Intuit; Mountain View (CA); On-site; USD 197,000 - 266,000; Full time

Job summary

Intuit is seeking a Principal on the Services Portfolio Strategy & Growth team in Mountain View to lead the Services Operating System and drive velocity across planning, governance, and performance insights. You will partner across Product, Engineering, Commercial, and Finance to turn data into decisions and to deliver on critical initiatives with an execution-first mindset.

You will design cadence, run annual planning, and ensure accountability with clear owners and milestones, leveraging AI to

Qualifications

• 10+ years in business operations, strategy & operations, or management consulting in tech/SaaS environments.
• Strong problem-solving and analytical skills; ability to turn data into decisions.
• Executive communication with C-level audiences.

Responsibilities

• Own and run the Services Operating System.
• Design and run decision forums to shift leadership time to decisions.
• Streamline forums for efficiency, forward-looking planning, and action.
• Build durable operating frameworks and governance for annual planning.
• Lead planning, priority setting, and resource allocation.
• Orchestrate annual planning for the Services portfolio with clear owners and success measures.
• Establish prioritization and trade-off frameworks to translate strategy into execution.
• Run the in-year rhythm with checkpoints, re-prioritization, and course corrections.
• Surface data-driven insights to power decisions.
• Cut dashboard sprawl to a focused view of performance metrics.
• Craft and deliver performance narratives to leadership.
• Use AI to automate reporting, dashboards, and synthesis.
• Instill accountability and follow-through.
• Ensure ownership and milestones for every decision.
• Build early-warning mechanisms to surface risk.
• Close the loop from decision to outcome.
• Cultivate a high-performing, engaged organization.
• Champion transparency across Services.
• Partner with leadership on people moments.

Skills

Strategy leadership

Executive communication

AI fluency

Cross-functional work

Ownership & urgency

Job description

Overview

Intuit is the global platform company powering prosperity for over 100 million consumers and businesses across TurboTax, Credit Karma, QuickBooks, and Mailchimp. Within Intuit's business platform, the Global Business Solutions Group is $11B in annual revenue, and its Services portfolio of Payments, Lending, Bill Pay, and Workforce Solutions represents its biggest priorities and fastest-growing businesses. Across these experiences, we are evolving from workflows our customers run themselves to done-for-you experiences powered by AI Agents, where Intuit helps customers get invoices paid faster, do payroll with less work, and access capital right when it's needed.

Overview

Each of these businesses is scaling fast. What separates good from great at this scale is operational velocity: how quickly the portfolio sets priorities, moves resources to the biggest opportunities, spots problems while they're still small, and turns decisions into action. That velocity doesn't happen on its own. Someone has to build the system that creates it, and that's the mandate of this role.

As Principal on the Services Portfolio Strategy & Growth team, you will be a senior leader and trusted advisor to Services leadership, responsible for shaping how the business sets priorities, allocates resources, and executes against its most critical initiatives. You will own and run the Services Operating System: the operating cadence, planning processes, performance insights, and accountability structures that connect vision to execution. You are a mechanism-builder, not a meeting-scheduler: you will design the cadence so it is efficient, forward-looking, and action-oriented; lead the deeply interlocked annual planning process; and surface the data-driven insights that enable quick, informed decisions.

You will operate as a senior individual contributor with Services-wide reach, working directly with Services leadership and partners across the Intuit ecosystem, including Product, Engineering, Commercial, and Finance.

Responsibilities

• Own and run the Services Operating System
• Design and run the forums where Services’ biggest decisions get made (business reviews, executive leadership forums) so leadership time goes to decisions, not status.
• Streamline relentlessly: make every forum efficient, forward-looking, and action-oriented, and retire anything that doesn't earn its place on the calendar.
• Build durable operating frameworks and governance mechanisms the organization can rely on year over year.
• Lead planning, priority setting, and resource allocation
• Orchestrate annual planning for the Services portfolio, landing committed plans with clear owners and success measures.
• Establish the frameworks for prioritization and trade-off decisions that ensure strategy is translated into execution and investment choices maximize impact for customers and the business.
• Run the in-year rhythm that keeps plans honest: checkpoints, re-prioritization, and course corrections as the business evolves. Feed enterprise planning moments that position Services at the company level.
• Surface the data-driven insights that power decisions
• Cut through dashboard sprawl to a curated view of Services performance: the few metrics that matter, the scorecards, and the executive reporting that drive the Services business.
• Craft and deliver the performance narrative to Services and Intuit leadership: what happened, why, and what we're doing about it.
• Use AI tools to automate reporting, dashboards, and synthesis, making insights faster, sharper, and cheaper to produce every quarter.
• Instill accountability and follow-through
• Ensure every decision leaves the room with an owner, a milestone, and a success measure, and every commitment gets tracked to done.
• Build early-warning mechanisms that surface risk and slippage while there's still time to act.
• Close the loop from decision to action to outcome, so the organization puts points on the board predictably.
• Cultivate a high-performing, engaged organization
• Champion operational excellence and transparency across Services: how the business runs should be a source of pride, not friction.
• Partner with leadership, HR, and Communications on the moments that build community and connection (all-hands, offsites, recognition) so employees feel informed, supported, and energized.

Qualifications

• Experience 10+ years in business operations, strategy & operations, or management consulting in tech/SaaS environments. Top-tier consulting experience strongly preferred. Fintech and payments expertise helpful but not required; you'll come up the curve quickly, supported by internal experts.
• Operational Rigor Deep expertise designing and running operating cadences, planning processes, and business reporting (KPIs, scorecards, operational reviews) for complex, scaled organizations. A builder's instinct for process: you know the difference between mechanisms that create velocity and bureaucracy that kills it.
• Strategic & Analytical Acumen Ability to connect strategy to execution: strong problem-solving, resource allocation, and financial planning skills, with the quantitative chops to turn data into decisions.
• Executive Communication Exceptional written and verbal communication, able to distill ambiguity into a clear, compelling point of view and deliver performance narratives that land with C-level audiences.
• Collaboration & Influence Proven ability to drive planning and execution across organizations you don't control, building the trust that makes leaders show up prepared, commit honestly, and follow through.
• Ownership & Urgency A high-velocity operator with extreme ownership: you run toward the mess, diagnose root causes of execution drag, and fix the system, not just the symptom.
• AI Fluency Creative and skilled user of AI tools to accelerate analysis, synthesis, and communication, and to build them into the operating system itself.

The Expected Base Pay Range For This Position Is

Mountain View $197,000 - $266,000

San Francisco Howard Street, CA $197,000- $266,000