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Money Sales Lending Specialist

Intuit
Atlanta, GA; Charlotte, NC; Plano, TX
On-site

About this role

About the Role The Money Sales Lending Specialist at Intuit focuses on helping small and mid-market businesses secure lending solutions to fuel growth. You will build strong relationships with business owners, understand their financial needs, and drive funding opportunities through outbound outreach, live product demos, and a well-managed sales pipeline across Atlanta, GA; Charlotte, NC; and Plano, TX. What You'll Do

  • 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. What We're Looking For
  • 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. Compensation & Benefits 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 (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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.

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