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Intuit Lending Specialist in Plano, Texas

Overview

QuickBooks is a leading financial software provider serving millions of small and medium-sized businesses. We're on a mission to help Small and Mid-Market Businesses thrive by providing them with essential financial tools and services, including lending solutions that address their cash flow and growth challenges.

As a Mid-Market Lending Specialist in our Money Sales Organization, you'll play a pivotal role in driving this mission forward. You will work directly with our Mid-Market Businesses, building lasting relationships, understanding their growth goals and borrowing needs and helping them secure the funding they need to succeed and grow. This is a high-growth, high-impact role where you'll have the opportunity to shape the future of small business lending.

Our culture encourages growth and development within the company, making Intuit a great place to grow your career.

What you'll bring

  • Bachelor's degree or equivalent work experience

  • Experience in fintech: selling to medium sized SMB, account management, or in a B2B environment, OR marketing, financial services, or business development experience

  • Experience in SaaS lending to SMBs

  • Proven ability to build relationships over the phone and exceed sales goals

  • Competitive nature, collaborative work style, and excellent communication skills

  • Ability to adapt and learn in a dynamic environment

  • 2+ years of successful track record in outbound calling, leading demos and pipeline management in SaaS/Fintech

  • Strong business acumen and marketing knowledge

How you will lead

  • Engage with and build strong relationships with business owners seeking funding

  • Meet and exceed sales goals, listen attentively to customer needs and overcome objections

  • Prospect for leads and conduct live product demos tailored to the prospect’s specific needs

  • Utilize CRM tools and create and follow a consistent pipeline strategy to convert prospects to buyers

  • Develop expert level knowledge of the industry and competition in lending, merchant services and bill pay

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

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