Senior Strategic Money Specialist

Intuit, Inc.; Charlotte (NC); On-site; USD 128,000 - 173,000; Full time

Job summary

Intuit, Inc. is seeking a Senior Strategic Money Specialist to drive growth and protect revenue for mid-market customers across locations.

You will engage deeply with clients, demo core capabilities, and recommend the right merchant processing stack to meet their needs. You will work with internal support partners to ensure seamless execution and contribute to Intuit's mission of disrupting the small business mid-market segment.

Qualifications

• 5+ years of quota-carrying software or technology sales and corporate account management.
• Experience managing territories across multiple states and industries, ideally in merchant services.
• Familiarity with accounts receivable/payable in money movement contexts.

Responsibilities

• Exemplify Intuit's values and foster collaboration across teams.
• Identify opportunities to drive business improvements for existing customers.
• Articulate value propositions and ROI to stakeholders.
• Deliver presentations to C-level executives highlighting ROI and impact.
• Grow and manage a robust sales funnel to meet quarterly targets.
• Collaborate with stakeholders to influence buying decisions and navigate complex processes.
• Coordinate cross-functional resources to support relationships and execution.
• Close deals efficiently leveraging available resources.
• Measure success via quota attainment, pipeline velocity, and retention improvements.

Skills

Territory management

Sales strategy

Sales methodologies

Forecasting

C-level presentations

Education

Bachelor's degree

MBA preferred

Tools

Salesforce

ERP/financial software

Job description

Overview

As a Senior Strategic Money Specilaist, you play a vital role in driving growth and protecting revenue for our mid-market customers. Your primary objective is to deeply engage with customers, gaining a thorough understanding of their business needs across all locations. Leveraging your expertise, you'll demonstrate our core capabilities and recommend the right merchant processing solution stack to meet their specific requirements. Collaborating with internal support partners and resources, you'll ensure seamless execution of our solutions, contributing to Intuit's mission of disrupting the small business mid-market segment.

Overview

As a Senior Strategic Money Specilaist, you play a vital role in driving growth and protecting revenue for our mid-market customers. Your primary objective is to deeply engage with customers, gaining a thorough understanding of their business needs across all locations. Leveraging your expertise, you'll demonstrate our core capabilities and recommend the right merchant processing solution stack to meet their specific requirements. Collaborating with internal support partners and resources, you'll ensure seamless execution of our solutions, contributing to Intuit's mission of disrupting the small business mid-market segment.

Responsibilities

• Exemplify Intuit's values and foster an inclusive environment conducive to collaboration and innovation.
• Proactively identify opportunities to drive business improvements for existing customers, providing strategic recommendations aligned with their needs.
• Articulate Intuit's value propositions within the merchant services domain, showcasing understanding of our strategies and products relative to competitors.
• Deliver compelling presentations to C-level executives, effectively communicating ROI and value propositions.
• Grow and manage a robust sales funnel, maintaining a sustainable sales cycle to meet quarterly targets.
• Collaborate with key stakeholders to influence the buying process and navigate complex selling processes.
• Serve as a cross-functional facilitator, leveraging resources to support business relationship growth and execution.
• Utilize all available resources to efficiently close deals and drive scalability.
• Measure success through key metrics including quota attainment, close rates, pipeline velocity, and retention improvements.

Qualifications

• Minimum 5+ years of quota-carrying software or technology sales and corporate account management experience.
• Extensive experience in territory management across multiple states and industries, preferably within the merchant services domain.
• Deep understanding of Account Receivable and Account Payable processes related to money movement.
• Familiarity with merchant services customers owning multiple locations and annual revenues exceeding $5M.
• Familiarity with merchant service industry standards as it relates to rates, cost analysis, and risk management.
• Experience selling merchant services platform solutions with negotiated rates/terms across various industries.
• Strong business acumen and sales skills, with the ability to innovate and iterate.
• Prior experience with accounting, ERP, or financial management software sales.
• Proficiency in managing a large prospect pipeline through Salesforce and supporting multiple partners through the sales process.
• Familiarity with key sales methodologies such as Challenger, SPIN, Solution, or Sandler.
• Understanding of the client management lifecycle and ability to collaborate effectively with diverse stakeholders.
• Bachelor's degree or MBA preferred or equivalent work experience.

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.

The Expected Base Pay Range For This Position Is

Mountain View, CA $128,000- $173,000