Sales Enablement Program Leader Financial Services jobs at Intuit in United States, Atlanta

Strategic Business Partnership and Advisory:

• Serve as a trusted financial and business partner to senior management and the Business Unit leader for the Mailchimp Mid-Market (MM) segment.
• Drive strategic discussions and advise on investment, growth, and operational execution, including the development and refinement of 1- and 3-year strategic plans.

Planning and Forecasting:

• Own US acquisition planning, forecasting, and executive reporting for the MM segment, encompassing managed and unmanaged channels across various product lines (e.g., marketing, SMS, Transactional).
• Develop and manage financial models to deliver clear financial forecasts, incorporating insights from promotional and pricing strategies.

Investment and ROI Analysis:

• Collaborate with the Opex counterpart to drive ROI-focused investment decisions across sales, partnerships, and marketing for the US Mailchimp MM segment.
• Ensure marketing investments align with regional target requirements and Marketing Qualified Leads (MQLs).

Performance Management and Financial Insights:

• Deliver proactive and actionable financial insights to formulate strategies with GTM teams, influencing productivity, cross-sell, ARPC, customer adoption, and revenue outcomes.

Leadership and Team Coaching:

• Proactively lead, influence, and coach within the Finance organization and cross-functional teams.

Education and Experience:

• BS/BA is required; an MBA or equivalent work experience is preferred.
• 6-8 years of experience in FPandA roles is preferred, or additional experience in related roles.

Technical Skills:

• Demonstrable strong knowledge of and experience with SaaS, including a deep understanding of business model

Soft Skills and Personal Attributes:

• Demonstrable experience as a business partner, supporting and constructively challenging non-finance stakeholders.
• Ability to influence all levels of leadership to drive actions, behaviors, decisions, and business outcomes is critical.
• Strong written and oral communication skills, with proven experience presenting to business partners and senior executives with confidence, conviction, and credibility.
• Highly motivated, self-starter with the ability to work independently in a fast-paced environment.
• Ability to simultaneously manage multiple priorities and challenge the status quo to lead change and operational improvements.
• Attention to detail and the ability to synthesize large volumes of data into insightful recommendations for executive leadership are crucial.
• Ability to lead teams to deliver exceptional results and drive business growth.
• Grace under pressure, a good sense of humor, and a dose of humility

• Serve as a dedicated trusted advisor, ensuring customers fully leverage IES to meet their business needs.
• Own the customer lifecycle, driving product adoption and customer satisfaction.
• Conduct regular check-ins, business reviews, and proactive outreach to assess customer health and provide guidance.
• Guide customers on high level IES features, best practices, and AI-powered insights to improve efficiency and growth.
• Act as a customer advocate, anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently.
• Monitor key customer success metrics, such as health scores, usage trends, and retention indicators, to identify risk and expansion opportunities.
• Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services.
• Lead churn prevention strategies, ensuring customers see long-term value and remain engaged.
• Provide consistent feedback to support teams, influencing enhancements that better serve mid-market businesses

• 3+ years of experience in Customer Success, Account Management, or B2B Client Engagement.
• Experience working with mid-market customers, particularly in industries that require multi-entity financial management, inventory tracking, and AI-driven forecasting.
• Proven track record of driving product adoption, improving retention, and delivering business value.
• Strong problem-solving skills with the ability to proactively identify risks and implement solutions.
• Excellent communication and relationship management skills, capable of guiding customers at all levels.
• Experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
• Ability to work cross-functionally with Sales, Support, and Product teams to drive seamless customer experiences.
• Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards.

As the, you will:

Leadership & Team Management:

• Build a world-class Sales Development organization by coaching and motivating leaders to drive performance, accountability, and continual improvement.
• Lead BDR Managers and their respective teams of BDRs to deliver on business objectives
• Foster a culture of collaboration, innovation, and excellence, attracting and retaining top talent.

Strategy & Execution:

• Define and execute the vision, strategy, and roadmap for sales development, aligned to the growth objectives of our mid-market new business sales team.
• Partner with Marketing, Sales, and other cross-functional teams to create and refine demand generation strategies and lead qualification processes.
• Develop frameworks to ensure quality handoffs from Marketing to BDRs and then to the Mid-Market Account Executives.

Pipeline Growth:

• Drive sustainable pipeline generation through outbound prospecting, inbound lead qualification, and ecosystem partner channel development.
• Ensure that the BDR team delivers high-quality opportunities that convert into closed deals, contributing to the growth of the mid-market segment.
• Use data-driven insights and metrics to continuously refine strategy, processes, and resource allocation for maximum pipeline impact.

Operational Excellence:

• Establish scalable systems, processes, and tools to improve team efficiency and productivity.
• Implement and maintain rigorous performance tracking, forecasting, and reporting mechanisms to ensure alignment with corporate goals.
• Collaborate to enhance lead scoring models, CRM workflows, and Sales-Marketing alignment.

Coaching & Development:

• Act as the primary mentor for BDR Managers, ensuring they are equipped to coach their teams effectively.
• Develop and execute training programs to continuously upskill the BDR team on prospecting techniques, product knowledge, and industry insights.
• Encourage feedback and foster an environment of experimentation to refine go-to-market efforts.

Cross-Functional Collaboration:

• Partner closely with Mid-Market Sales leaders to ensure alignment between Sales Development and New Business goals.
• Work hand-in-hand with Marketing to optimize demand generation campaigns and outbound messaging strategies.
• Represent the Sales Development function in executive leadership meetings, sharing insights, challenges, opportunities, and results.

• Experience:
  • 10+ years of experience in sales development, business development, or new business sales roles, with 5+ years in leadership positions managing managers and teams.
  • Proven success building and scaling sales/BDR teams within a fast-growth, scrappy, or startup-like environment, especially around new market segments.
  • Deep understanding of mid-market sales dynamics and long-cycle consultative selling.
• Leadership:
  • Exceptional leadership skills with a proven track record of inspiring and motivating teams to deliver results.
  • Experience coaching leaders to cultivate talent and scale organizations effectively.
  • Executive presence with the ability to influence and communicate effectively across all levels of the organization.
• Strategy & Results:
  • Demonstrated ability to define and execute innovative strategies that drive pipeline growth in alignment with business priorities.
  • Hypothesis-driven and analytical thinker with a data-informed approach to optimizing processes and decision-making.
• Collaboration:
  • Strong cross-functional experience working with Marketing, Sales, and Revenue Operations to drive shared initiatives.
  • Ability to build trusted relationships across teams and functions, empowering alignment and shared accountability.
• Technical Skills:
  • Expertise with CRM tools (e.g., Salesforce), sales enablement platforms, and analytics frameworks for data-driven decision-making.
  • Familiarity with modern outbound techniques (e.g., sequencing tools, LinkedIn Sales Navigator, etc.).
• Cultural Fit:
  • Entrepreneurial mindset and willingness to roll up your sleeves to build from the ground up.
  • Customer-obsessed with an unwavering commitment to delivering value.

Transformational Leadership:

• Lead a team consisting of Sales Engineers, Solution Consultants, and Specialist Sellers, managing leaders who, in turn, oversee their respective teams.
• Develop a strategic vision that transforms the Sales Engineering function into a best-in-class organization capable of scaling with the rapid growth of our mid-market business.
• Inspire and motivate teams to embrace a collaborative and customer-first culture focused on delivering measurable outcomes.

Strategic Alignment:

• Act as the primary liaison between Sales, Product, and Marketing to align Sales Engineering efforts with key business priorities.
• Collaborate with Product and Engineering teams to influence the product roadmap based on customer insights and field feedback.
• Translate product capabilities into compelling competitive advantage narratives that bolster the sales team’s ability to successfully position solutions.

Sales Enablement:

• Establish frameworks for technical demonstrations, product walkthroughs, and consultative selling methods that enhance buyer confidence and move deals through the funnel.
• Partner closely with the sales team to identify opportunities for improving attach rates for complementary and ancillary products.
• Drive the implementation and adoption of new tools, processes, and systems designed to streamline solution-selling.

Operational Excellence:

• Design scalable operating mechanisms that enable the Sales Engineering function to deliver consistent impact across teams and customers.
• Set clear priorities, establish performance standards, and track KPIs to measure success and drive continual improvement.
• Proactively anticipate business needs, plan for future growth, and identify opportunities for process optimization.

Team Development:

• Coach and mentor managers, ensuring they are equipped to lead high-performing teams and foster career growth for their employees.
• Build and scale training programs that strengthen product knowledge, technical expertise, and consultative selling skills across the function.
• Create an inclusive, high-energy environment that attracts and retains top talent with diverse skill sets.

Insights & Cross-Functional Collaboration:

• Actively gather and synthesize customer, market, and sales insights, delivering actionable recommendations that inform marketing, product, and operational strategies.
• Bring an external perspective and customer-centric voice to Product and Engineering, advocating for features, tools, and investments that address unmet market needs.
• Represent the Sales Engineering function as a thought leader across executive forums, internal partners, and customer engagements.

• Leadership & Strategy:
  • 5+ years of leadership experience in Sales Engineering, Pre-Sales, Solutions Consulting, or a related function, with 3+ years managing leaders and scaling teams.
  • Proven track record of transforming technical sales organizations into strategic, outcome-focused partners to Sales and Product.
  • Strong executive presence, with the ability to influence and communicate effectively across teams, levels, and organizational boundaries.
• Sales & Technical Experience:
  • Prior experience in SaaS, marketing, or B2B software sales, including a deep understanding of solution-selling and technical enablement processes.
  • Demonstrated ability to improve attach rates and adoption of ancillary/complementary products through sales team enablement and improved messaging.
  • Experience working closely with Product teams to drive actionable insights, influence roadmaps, and create alignment between field operations and product development.
• Operational Excellence:
  • Strong analytical skills with the ability to assess performance, identify opportunities, and design scalable processes and systems.
  • Expertise in using data to track KPIs, improve outcomes, and inform decision-making at every level of the organization.
  • Proficiency with CRM tools (e.g., Salesforce) and sales enablement platforms, as well as familiarity with technical demo tools and systems.
• Personal Qualities:
  • Strong emotional intelligence, empathy, and ability to inspire teams at all levels.
  • Exceptional problem-solving skills and comfort leading teams in dynamic, evolving environments.
  • Unwavering customer obsession and a “roll up your sleeves” attitude that thrives in collaborative, fast-paced settings.

• Set the vision and strategy for how to win with our workforce solutions offerings across all audiences - SMB, Mid-Market, Accountant; align cross-functional partners against operational plans, playing a key role in product and GTM for these offerings
• Build and lead a sales team that consistently meets and exceeds revenue goals
• Develop sales motions that maximize coverage and, ultimately, increases penetration of our workforce solutions to existing customers and attach rates to new customers
• Attract, develop and retain a high-performing sales team with strong HR tech sales backgrounds focused on building deep customer relationships
• Develop strategic and tactical plans in response to sales performance, pipeline and forecast data
• Design and execute a modern sales playbook to unlock sales productivity and ensure resources are deployed to highest ROI opportunities
• Refine internal processes, tools, systems and metrics to ensure operational excellence
• Effectively balance domain expertise and leadership capability to drive impact and results

• BA/BS degree. Equivalent work experience will be considered.
• 10+ years of experience in SaaS /enterprise sales leadership or similar role within a B2B environment – specific experience serving Mid market customers – HR Tech experience preferred
• Expertise in modern sales processes, digital platforms, pricing models, measurement platforms, technology trends, customer buying patterns and budgeting
• Strong sales and business development expertise, with a solid understanding of sales disciplines, enterprise sales and account management
• Proven history of meeting and exceeding sales goals and driving YOY growth
• Experience growing leaders and leading large, distributed sales teams
• Strong analytical skills with the ability to analyze complex data sets
• Excellent communication, interpersonal, presentation and leadership skills
• Demonstrates E2E thinking with multi-disciplinary experience & assignments

• Strategic Leadership & Program Management:
  • Define and continually evolve the IES implementation strategy, ensuring alignment with Intuit's FY25 strategic priorities, including Unified Onboarding, Accelerating Time to Value, driving Feature Adoption, enhancing Value Realization, and reducing Customer Friction.
  • Oversee the entire implementation lifecycle for high-value IES accounts, from initial client consultation and needs assessment through complex configuration, data migration, system integration, and post-implementation optimization.
  • Lead the "Implementation Expert pilot" to gather scalable learnings, aiming to reduce product support contacts and improve fast start/onboarding Net Promoter Score (NPS).
  • Drive initiatives to standardize and streamline implementation processes, workflows, and playbooks, ensuring consistency and scalability across the organization.
  • Manage the implementation program's P&L to ensure efficient resource allocation and cost-effectiveness.
• Team Leadership & Organizational Development:
  • Build, recruit, hire, and onboard a high-quality team of Implementation Experts, focusing on candidates with deep technical product expertise, strong accounting principles, and consultative skills.
  • Provide strong mentorship, coaching, and professional development opportunities to cultivate a high-performing, engaged, and continuously learning team.
  • Define clear roles, responsibilities, and performance expectations for the Implementation Expert team, ensuring seamless alignment with other customer-facing roles such as Customer Success Managers (CSMs), Professional Services (PS), and Product Support.
  • Effectively manage team utilization, workload distribution, and capacity planning to optimize efficiency and ensure service quality for high-value accounts.
• Customer Progress & Value Realization:
  • Ensure rapid time-to-value for IES customers by accelerating setup, configuration, and initial product utilization.
  • Drive feature adoption by guiding customers to effectively leverage IES capabilities, particularly in complex multi-entity environments.
  • Oversee the successful integration of IES with other systems and attached products like Payroll, Payments, Time, and Mailchimp, ensuring a comprehensive solution.
  • Collaborate with CSMs to ensure that success plans are aligned with implementation outcomes, ultimately driving long-term customer success and return on investment.
• Process Optimization & Operational Excellence:
  • Identify and eliminate friction points within the implementation journey, leveraging insights derived from customer feedback, support tickets, and internal process analyses.
  • Champion the adoption of unified tools and systems, such as Salesforce CXM, to establish a single source of truth for all customer data and implementation progress.
  • Implement automation for routine tasks within the implementation process to increase efficiency and consistency.
  • Develop and maintain accurate and timely documentation of implementation processes, configurations, and best practices.
• Cross-Functional Collaboration:
  • Establish and maintain strong, collaborative relationships with Account Managers (AMs), Customer Success Managers (CSMs), Professional Services (PS), Product Development (PD), and Product Support teams to ensure seamless handoffs and integrated customer experiences.
  • Act as a key liaison between implementation, product, and sales, providing expert input during pre-sales activities and relaying customer feedback for product improvements.
  • Partner with analytics teams to define and track key performance indicators (KPIs) for implementation success.
• Reporting & Performance Management:
  • Establish and regularly report to executive leadership on key metrics related to implementation progress, user adoption, and customer friction reduction for high-value accounts.
  • Analyze data to identify trends, root causes of issues, and opportunities for process improvement and strategic intervention.

• Educational Background: Bachelor’s degree in Accounting, Finance, Business Administration, Computer Science, Information Systems, or a closely related field is required. A CPA certification or relevant industry certifications, such as those in ERP project management, are highly preferred.
• Years of Experience : Minimum of 7-10+ years of progressive experience in software implementation or consulting is essential, with at least 3-5 years in a leadership or management role overseeing implementation teams for enterprise-level software.
• Technical Product Expertise : Deep blend of technical product expertise across the IES ecosystem, encompassing core accounting, payroll, payments, and especially multi-entity environments. Strong understanding of accounting principles is crucial. Experience with data migration, system configuration, and third-party integrations is also a critical requirement.
• Proven Track Record : Demonstrated success in leading end-to-end ERP or financial software implementations for complex businesses, including a history of driving rapid time-to-value, feature adoption, and value realization. Evidence of completing a significant number of full-cycle implementation projects (e.g., 15+ projects cited in competitor profiles) would be highly advantageous.
• Organizational Leadership & Team Management : Proven track record of effective people management, including coaching, mentoring, developing, and scaling high-performing teams in diverse environments. Ability to foster a collaborative team environment is paramount.
• Strategic & Analytical Acumen : Ability to think strategically about service offerings, delivery models, and go-to-market plans. Strong analytical, problem-solving, and critical-thinking skills, coupled with meticulous attention to detail. Capacity to use data-driven approaches to understand team dynamics and identify areas for improvement.
• Communication & Stakeholder Management : Exceptional written and oral communication skills, particularly in setting clear expectations and tailoring communication to diverse audiences, including clients, internal teams, and executive leadership. Proven ability to manage and resolve complex customer escalations.
• Process Improvement Mindset : A "builder mindset" characterized by a passion for proactively designing processes that enhance efficiency, scalability, and adherence to best practices. Experience in developing and implementing standardized processes is a significant asset.
• Project Management : Strong project management skills are fundamental, with a proven track record of delivering complex projects on time, within scope, and within budget. Ability to manage multiple projects simultaneously is also required.
• Domain Specific Experience (Preferred): Prior experience with (QuickBooks Desktop, QuickBooks Online) and/or competitor ERPs (Sage Intacct, NetSuite) is a plus. Experience in specific industries relevant to IES target verticals, such as non-profit, construction, or real estate, would also be beneficial.

• Exemplify Intuit's values and foster an inclusive environment conducive to collaboration and innovation.
• Proactively identify opportunities to enhance existing customers' businesses, providing strategic recommendations.
• Articulate Intuit's value propositions within the QuickBooks Online Ecosystem, showcasing our competitive edge against major competitors.
• Deliver recommendations with a clear focus on ROI and leveraging tools effectively.
• Manage a sales funnel and maintain a sustainable sales cycle to achieve quarterly targets.
• Collaborate with key stakeholders to influence the buying process and navigate complex selling processes.
• Utilize resources efficiently to manage account territory and close deals at scale.
• Measure success through key metrics including quota attainment, close rates, and pipeline velocity.

• Minimum 2+ years of quota-carrying software or technology sales in the merchant services industry.
• Prior sales experience with accounting, ERP, or other financial management software is preferred.
• Experience selling merchant services across various industries with a strategic positioning against customer challenges.
• Familiarity with merchant service industry standards as it relates to rates, cost analysis, and risk management.
• Deep understanding of Account Receivable and Account Payable processes related to money movement.
• Demonstrated capability in managing a large pipeline of prospects through Salesforce and supporting multiple partners through the sales process.
• Proficiency in utilizing key sales methodologies such as Challenger, SPIN, Solution, or Sandler.
• Understanding of the client management lifecycle and ability to collaborate effectively with diverse stakeholders.
• Track record of collaborating and influencing in a sales team environment.
• Bachelor's degree or MBA preferred.