Senior Sales Strategy and Ops Lead - Central Planning, Emerging Mid Market

Intuit; Mountain View (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 seeking a strategic leader for Emerging Mid-Market analytics and planning. You will own the independent revenue forecast, build the planning model, and drive cadence with sales leadership and Finance.

This role connects capital allocation to seller-level targets and ensures forward-looking insights inform executive decisions. You will partner with EMM Sales, Finance, and C-level forums, turning reactive reporting into a forward-looking planning engine.

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 with bottoms-up models and variance analysis.
• Hands-on quota and capacity planning translating targets to seller goals.
• Advanced modeling in Excel/Google Sheets; planning platforms (Anaplan) and BI tools (Tableau); SQL a plus.
• Agentic AI fluency with experience in AI tool stacks for GTM use cases.
• Strong B2B SaaS metrics understanding: pipeline, conversion, productivity, ARR.
• Excellent attention to detail and data integrity; clear storytelling for leadership.

Responsibilities

• Forecast & world-view: own an independent EMM forecast and revenue point of view.
• Rhythm of business: run WBR/QBR cadence and prepare actionable materials for decisions.
• Quota & capacity planning: translate targets into seller-level quotas and capacity inputs.
• Reporting automation: build auto-generated reports to reduce manual effort.

Skills

Sales planning

Forecasting

Quota planning

AI fluency

Communication

B2B SaaS metrics

Strategic thinking

Education

MBA

Finance/Economics degree

Tools

Anaplan

Tableau

SQL

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

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 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.

Mountain View $212,000 - $287,000