Senior Money Specialist

Intuit Inc.; Frisco (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Intuit Inc. in Frisco, TX is seeking a Key Money Specialist to cultivate and expand relationships with top merchants, driving revenue growth and optimizing payment processing capabilities.

You will present ROI to C-levels, collaborate with cross‑functional teams, travel up to 25%, and act as a trusted advisor within the merchant services domain. This role is an on-site, individual contributor opportunity in major metropolitan areas aligned to Intuit's job sites.

Qualifications

• 7+ years of quota-carrying software/tech sales experience.
• Merchant services industry expertise and revenue growth track record.
• Understanding of AR/AP processes related to money movement.
• Familiarity with SaaS platforms and MSAs in merchant services.
• Knowledge of merchant service rates, costs and risk management.
• Strong business acumen and relationship-building abilities.
• Experience selling accounting/ERP/financial software is advantageous.
• Proficiency in managing large pipelines and coordinating with partners (Salesforce).
• Familiarity with Challenger, SPIN, Solution or Sandler sales methodologies.

Responsibilities

• Demonstrate Intuit values and foster collaboration across teams.
• Assess merchant needs and offer tailored optimization recommendations.
• Articulate value propositions for merchant services and QuickBooks payments.
• Deliver ROI-focused presentations to C-level executives.
• Meet or exceed quarterly targets and maintain a healthy sales cycle.
• Collaborate with cross-functional teams to deliver comprehensive solutions.
• Partner with Mid-Market AEs for a unified One Intuit interface.
• Streamline deal closures and scale sales processes.
• Track success via quota attainment, win rates, and pipeline velocity.

Skills

7+ years software sales

Account management

Merchant services knowledge

Sales strategy

Executive presentations

Sales methodologies

Cross‑functional collaboration

Salesforce proficiency

Education

Bachelor's degree or MBA preferred

Tools

Salesforce

Job description

Join a pioneering team within a leading financial services organization, specializing in merchant services. Our commitment to customer success drives us to deliver tailored solutions and invaluable insights to meet their evolving needs. As a Key Money Specialist, you\'ll play a pivotal role in managing end-to-end business relationships with key merchants, leveraging your expertise to drive revenue growth, enhance merchant processing capabilities, and ensure client satisfaction.

As a Key Money Specialist, your mission is to cultivate and expand relationships within the merchant services landscape. Leveraging your industry knowledge and expertise, you\'ll serve as a trusted advisor to key merchants, offering tailored solutions to optimize their payment processing capabilities. Collaborating across internal teams, you\'ll ensure merchants receive comprehensive support aligned with their long-term objectives. Your role extends beyond transactions; you\'ll empower merchants with insights and expertise, fostering a collaborative environment for sustainable growth and innovation within the mid-market segment. By consistently delivering exceptional service and strategic guidance, you\'ll position Intuit as the partner of choice for merchants seeking to thrive in today\'s competitive business landscape. These positions will be individual contributor roles based in major metropolitan cities aligned to Intuits job sites. Key Money Specialist roles may be required to travel on-site to customer locations. Expected travel could be as much as 25%. Key customers can and will be located across the US.

Responsibilities

• Demonstrate Intuit\'s values and foster an inclusive environment conducive to collaboration and innovation

• Proactively assess and address merchants\' needs, offering tailored recommendations to optimize their business operations

• Articulate Intuit\'s value propositions in the merchant services domain, showcasing expertise in Quickbooks payment platforms and competitive positioning

• Deliver compelling presentations to C-level executives, showcasing ROI and driving adoption of recommended solutions

• Ability to meet and exceed quarterly targets while ensuring a sustainable sales cycle

• Leverage key stakeholders and cross-functional teams to influence the buying process and deliver comprehensive solutions

• Partner effectively with Mid-Market AEs to provide a One Intuit interface to the customer

• Utilize resources efficiently to streamline deal closures and enhance scalability

• Measure success through metrics such as annual quota attainment, close rates, pipeline velocity, and retention improvements

Qualifications

• Minimum 7+ years of experience in quota-carrying software or technology sales, with a focus on corporate account management within the merchant services industry

• Extensive industry knowledge and expertise in merchant services, with a proven track record of driving revenue growth and enhancing client satisfaction

• Deep understanding of Account Receivable and Account Payable processes related to money movement

• Familiarity with SaaS platform solutions and customized master service agreements within the merchant services domain

• Familiarity with merchant service industry standards as it relates to rates, cost analysis, and risk management

• Strong business acumen, emotional intelligence, and sales skills, with the ability to innovate and iterate

• Prior experience in sales of accounting, ERP, or financial management software is advantageous

• Proficiency in managing large prospect pipelines through Salesforce and supporting partners throughout the sales process

• Familiarity with sales methodologies such as Challenger, SPIN, Solution, or Sandler

• Understanding of client management lifecycle and ability to collaborate effectively with diverse stakeholders

• Bachelor\'s degree or MBA preferred

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.