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.
- 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
- 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