Money Sales Lending, Specialist

Money Sales, Lending Specialist

As a Money Sales, Lending Specialist at Intuit, you will be instrumental in supporting small and mid-market businesses by providing them with essential lending solutions. This role focuses on building strong relationships with business owners, understanding their financial needs, and helping them secure funding to achieve their growth objectives. You will engage in outbound calling, and manage a sales pipeline, all while contributing to the company's mission of empowering businesses with financial tools.

Responsibilities

• 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.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of successful track record in outbound calling, leading demos, and pipeline management in SaaS/Fintech.
• Experience in fintech: selling to medium-sized SMB, account management, or in a B2B environment, OR marketing, financial services, or business development experience.
• Proven ability to build relationships over the phone and exceed sales goals.
• Strong business acumen and marketing knowledge.
• Competitive nature, collaborative work style, and excellent communication skills.
• Ability to adapt and learn in a dynamic environment.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. 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.