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Money Sales, Lending Specialist

Intuit

Money Sales, Lending Specialist

full-timePosted: Jan 23, 2026

Job Description

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 may 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. The expected base pay range for this position is: 



Locations

  • Atlanta, Georgia, United States
  • Plano, Texas, United States

Salary

Estimated Salary Rangemedium confidence

60,000 - 100,000 USD / yearly

Source: AI Estimation

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Communicationintermediate
  • Collaborationintermediate

Required Qualifications

  • Relevant professional experience (experience)

Responsibilities

  • Execute business processes effectively

Benefits

  • general: Professional growth
  • general: Comprehensive benefits

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Intuit logo

Money Sales, Lending Specialist

Intuit

Money Sales, Lending Specialist

full-timePosted: Jan 23, 2026

Job Description

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 may 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. The expected base pay range for this position is: 



Locations

  • Atlanta, Georgia, United States
  • Plano, Texas, United States

Salary

Estimated Salary Rangemedium confidence

60,000 - 100,000 USD / yearly

Source: AI Estimation

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Communicationintermediate
  • Collaborationintermediate

Required Qualifications

  • Relevant professional experience (experience)

Responsibilities

  • Execute business processes effectively

Benefits

  • general: Professional growth
  • general: Comprehensive benefits

Target Your Resume for "Money Sales, Lending Specialist" , Intuit

Get personalized recommendations to optimize your resume specifically for Money Sales, Lending Specialist. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Money Sales, Lending Specialist" , Intuit

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

TechFinanceTechnology

Answer 10 quick questions to check your fit for Money Sales, Lending Specialist @ Intuit.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.