PLANO, TX, 75026, USA
12 hours ago
Money Sales, Lending Specialist
**Overview** 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, conduct product demos, and manage a sales pipeline, all while contributing to the company's mission of empowering businesses with financial tools. **What you'll bring** + 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. **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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