Intuit Inc

Strategic Money Specialist, Managed Money Accounts

Intuit Inc$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of quota-carrying sales and account management experience in tech
  • Experience managing multi-state territories across various industries
  • Strong knowledge of accounts receivable and payable in financial transactions
  • Experience dealing with multi-location clients generating over $5M annually
  • Familiar with merchant services pricing, risk management, and industry standards
  • Proven track record in selling merchant service solutions with tailored rates
  • Expertise in utilizing Salesforce for pipeline management and partner collaboration

Responsibilities

  • Foster an inclusive team culture that encourages innovation and collaboration
  • Identify and strategize opportunities for business growth for clients
  • Communicate Intuit's unique value propositions in merchant services
  • Deliver impactful presentations to C-suite clients focusing on ROI
  • Manage a healthy sales funnel to achieve quarterly sales targets
  • Collaborate effectively with stakeholders to influence purchasing decisions
  • Facilitate cross-functional support to enhance client relationships

Benefits

  • Competitive compensation package with performance-related bonuses
  • Equity rewards and benefits eligibility
  • Commitment to fair pay, regularly conducting equity assessments
  • Collaborative work environment focused on employee development
Full Job Description
As a Merchant Services Account Manager, 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.

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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 ). 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.

About Intuit Inc

Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals. The company’s product portfolio includes TurboTax, a software solution that offers free tax filing, efile taxes, and income tax returns; Quicken; QuickBooks; Mint.com, and more. It also offers end-to-end solutions for online tax preparation, download products, mobile tax prep, mortgage interest and property tax, corporations tax, military tax, and more. Intuit was founded by Tom Proulx and Scott Cook in 1983 and is based in Mountain View, California. The company serves customers in North America, Asia, Europe, and Australia with offices in the United States, Canada, India, U.K., and Singapore.

Intuit Inc Careers

Join the dynamic team at Intuit Inc, a global powerhouse in financial software, where innovation, leadership, and diversity training are at the heart of everything we do. This is an unparalleled opportunity to advance your career with a company that is committed to empowering communities and small businesses with innovative financial solutions.

Work You’ll Do

At Intuit Inc, you’ll be part of a culture that cherishes innovation and values the unique perspectives of its team members. You will collaborate with some of the brightest minds in the industry, using your skills to influence the future of technology and finance. Our team at Intuit Inc is driven by the mission to power prosperity around the world, and you can be at the forefront of this transformation.

Explore Job Opportunities and Growth

Intuit’s career paths are as diverse as the innovative solutions we provide to millions. From finance to software engineering, our job opportunities span across multiple disciplines. Whether you’re looking for a full-time position, an internship, or leadership roles, Intuit offers a world of opportunities for professional growth. Our hiring process is designed to identify and attract professionals who are not only skilled but are also passionate about making a difference.

Professional Development and Benefits

Invest in your future with Intuit’s industry-leading benefits and professional development opportunities. Our employees enjoy comprehensive benefits that ensure their personal and professional satisfaction, including health, wellness, and continuous learning perks. At Intuit, we also understand the importance of diversity training and leadership development, providing various programs that foster an inclusive environment.

Join Our Team

Embark on a journey of growth and innovation at Intuit Inc. Search open positions that match your skills and interests. We are looking for curious, creative, and solution-driven team players. Prepare your resume, ace the interview, and join a team that’s committed to creating solutions that power prosperity around the globe.

Networking and Career Advancement

At Intuit Inc, networking and internal mobility are encouraged to foster professional growth and innovation. Connect with leaders and peers through our various networking events, mentorship programs, and collaborative projects. With support at every step of your career, the opportunities at Intuit are limitless.

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Explore Careers at Intuit Inc

Discover the exciting and rewarding career opportunities awaiting you at Intuit Inc. Let your ambition lead you to success. Join us in our mission to power prosperity and contribute to our journey of continuous innovation.

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At Intuit Inc, every role is a chance to innovate, grow, and make an impact. Join us, and together let's shape the future of finance.
Learn more about Intuit Inc
Size
13,500 employees
Market Cap
$107.4 billion
Industry
Net Income
$1.7 billion
Founded
1983
5 Year Trend
+19.6%
Revenue
$7.7 billion
NASDAQ

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