Deal Desk Lead jobs at Intuit

The ideal candidate will have the ability to collaborate and lead across multiple functions and roles, ability to translate technical literature and accounting/company policy into clear requirements for execution, strong change management skills, and ability to drive issues through to resolution.

• Understand the end-to-end operational, financial, and systemic environment and key upstream and downstream processes that drive financial and customer impacts. Drive strategy to support revenue recognition, new offerings, and business changes.
• Develop, maintain, and enforce the Company's revenue recognition policy under ASC 606, developing new positions and interpretations as needed. Stay connected to current business and offering strategies.
• Perform technical accounting research.
• Clearly articulate point of view regarding revenue issues. Use strong communication skills to inspire confidence in decisions and provide transparency as to status and trade-offs, with the ability to bridge between accounting, technical, and business mindsets with ease.
• Stay current on evolving Accounting Standards pronouncements and updates under prevailing regulatory bodies (FASB, SEC), incorporating into Company policy as necessary.
• Apply professional skepticism and an inquisitive approach to review and analyze the appropriateness and reasonableness of underlying revenue accounting principles.
• Establish and maintain controls necessary to ensure that revenue forecasts, deferred revenue balances, and revenue accounting execution are compliant with Company policy and GAAP.
• Proactively lead and influence cross-functionally and at all levels of management. Cultivate strong relationships with leaders in Accounting, Finance, and across the business in order to facilitate timely, high-quality decision-making in connection with revenue recognition matters.
• Develop training and outreach programs and deliver this training to business unit and functional team leaders.
• Work comfortably with cross functional teams and actively consult with product management, sales, and marketing personnel to ensure revenue recognition timing and process implications are understood for each offering.
• Ensure the proper accounting treatment for all product and service offerings is documented and that related accounts are properly prepared, reviewed, and substantiated.
• Streamline systems and reporting tools to ensure efficient and accurate recording and classification of revenue.
• Participate in revenue recognition due diligence activities related to potential acquisitions.

• Bachelors’ degree in Finance/Accounting with minimum of 7 years’ post-graduate experience, or equivalent work experience; CPA/MBA highly desirable.
• Must be able to be onsite in our San Diego office at least 3 times a week.
• Strong technical accounting and revenue knowledge for financial statements and internal controls over financial reporting. Demonstrated understanding of theory and application of relevant revenue recognition accounting literature.
• Strong end-to-end process orientation with demonstrated analytical thinking, project management, and problem-solving skills. Proactively address issues, own the outcome, and continuously strive for best in class processes and deliverables.
• Strong interpersonal skills. Confidence, good judgment, and personality to work in a dynamic, multi-business unit environment. Demonstrated ability to influence cross-functionally and at all levels of management.
• Excellent analytical and organizational skills, time prioritization, and risk assessment.
• Professional skepticism and a testing/validation mindset. Background in public accounting or internal audit is a plus.
• Excellent written and verbal communications, presentation and influencing skills, including the ability to elevate issues to the right level internally and externally to resolve. Ability to clearly articulate a point of view and adjust communication style and content to suit audience needs.
• Strong PC, worksheet, and word processing skills. Working knowledge of Oracle R12, Siebel/BRM, and Business Objects a plus.

We’re searching for a highly motivated and innovative individual to establish, manage, and refine TurboTax’s lead development function. You will take ownership of key processes including lead qualification, flow optimization, and collaboration with sales and marketing teams to ensure high-quality lead generation. Your analytical mindset, technical savvy, and ability to develop scalable solutions will drive TurboTax’s pipeline growth and sales success. This includes:

• Training and Development: Work with the Sales Enablement manager to standardized processes and training materials to ensure Concierges are equipped with the skills and product knowledge needed for success. Assist Concierges where needed to identify clear KPIs while tracking performance through tools like Salesforce, SalesLoft, and other analytics platforms.
• Support inbound and outbound lead generation activities, leveraging automation tools and data-backed optimizations to improve workflows.
• Lead Flow Optimization: Design and implement lead qualification and scoring models aligned with Ideal Customer Profiles (ICPs), Personas, and Customer Journey maps.
• Collaborate with Marketing, Sales, and Engineering to refine lead workflows, ensuring effective routing and prioritization.
• Use automation and data-driven insights to improve efficiency and scale lead management processes.
• Cross-Functional Collaboration and Reporting: Partner directly with sales leadership to align on pipeline growth objectives and ensure the seamless execution of sales strategies.
• Build and deliver reports on key performance indicators such as conversion rates, qualified leads, pipeline generation, and revenue impact.
• Provide clear and actionable insights, backed by data, to improve lead generation outcomes.
• Foster collaboration across teams such as Marketing, Finance, Service Delivery, and Operations, ensuring alignment and shared objectives.

Bay Area California 171500-231500

Southern California 159000-215000

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 ).

• Experience: 5+ years of sales development or related experience; ability to lead initiatives and achieve measurable results without direct team management.
• Technical Acumen: Proficiency with CRM systems like Salesforce and expertise in automation tools such as SalesLoft, Outreach, and ZoomInfo, among others.
• Analytical Skills: Strong ability to analyze data, measure impact, and provide actionable insights to optimize workflows and outcomes.
• Track Record: Proven history of exceeding sales goals and driving pipeline and revenue impact through streamlined lead processes.
• Exceptional communication, collaboration, and problem-solving skills; ability to manage priorities in fast-paced environments.
• Commitment to Excellence: Strong multitasking, organization, and time-management abilities; a customer-centric approach to everything you do.
• Entrepreneurial mindset with adaptability, resourcefulness, and a focus on continuous improvement.

As aDeal Desk Lead, you'll play a crucial role in supporting one of our business line’s sales processes, helping accelerate customer acquisition and retention. You will work closely with our Sales, Revenue Operations, Billing, Finance, and Legal teams to ensure efficient opportunity management, contract review, and custom pricing execution. This position is vital for driving growth and ensuring deals are structured effectively and accurately.

Reporting to the, you will contribute directly to our expansion and retention efforts by ensuring orders are booked and closed productively and accurately.

• • Deal Strategy & Structuring: Provide expert advice and lead the structuring of deals, including complex, custom commercial terms.
  • RFP Management: Support and coordinate the creation of compelling responses to Requests for Proposal.
  • Process Optimization: Continuously identify and implement improvements to the deal lifecycle, ensuring efficiency from quote to close.
  • Cross-functional Collaboration: Act as a key liaison, fostering strong partnerships with Sales, Revenue Operations, Finance, and Legal teams.
  • System Utilization: Leverage critical systems like Salesforce and CPQ tools (e.g., Zuora, DealHub) to manage deals and data.
  • Data Analysis & Reporting: Track key metrics and analyze deal trends to provide insights that inform strategic business decisions.
  • Sales Enablement: Maintain essential sales resources like deal playbooks and provide guidance to the sales team on pricing and processes.
  • Future Deal Desk tech stack : Define future state of Deal Desk tech in the Intuit ecosystem.

• 3+ years of demonstrated ability in a Deal Desk, Sales Operations, Pricing Strategy, or similar role within a B2B software/SaaS company, with a focus on deal structuring and support.
• Proven experience supporting or managing RFP (Request for Proposal) processes, ensuring timely and compelling submissions.
• Proficiency with Salesforce and CPQ systems (Zuora and/or DealHub CPQ experience is highly desirable), along with experience utilizing other relevant tools to manage deal workflows and data.
• Strong analytical skills with the ability to analyze deal data, identify discounting trends, and contribute to reporting that informs revenue generation opportunities.
• Excellent written and verbal communication skills, with the ability to clearly articulate complex pricing models, commercial terms, and deal strategies to diverse stakeholders.
• Exceptional problem-solving skills and the ability to identify and resolve deal-related roadblocks, escalating complex issues when necessary.
• Ability to collaborate cross-functionally and effectively influence stakeholders across Sales, Revenue Operations, Billing, Finance, and Legal teams to ensure smooth deal execution and compliance.
• Meticulous attention to detail in reviewing contracts, commercial terms, and all deal-related documentation.
• Strong process orientation with experience in or understanding of optimizing deal processes for efficiency and compliance.
• Ability to balance multiple competing priorities and thrive in a fast-paced, high-volume environment.

TurboTax, the leader in tax preparation services, is on a mission to deliver a new era of people-centered tax experiences that inspire confidence in everyone. Our in-house agency, Spring,

brings that mission to life through innovative campaigns and initiatives that position TurboTax at the forefront of the industry.

We root ourselves in service, lead with transparency, and innovate with purpose in our dedication to fueling financial progress.

As an ACD-level Art & Design lead at Spring, you’ll help define and elevate the visual direction of the TurboTax brand across a wide range of touchpoints—from national campaigns to product ecosystems to emerging digital platforms. Your expertise will drive brand storytelling, visual systems, and design-led marketing experiences that cut through culture and resonate with diverse audiences.

• Set the creative vision across brand campaigns, marketing experiences, and design systems—bringing a strong point of view and clear direction to cross-functional teams.
• Own concept development, collaborating with writers, strategists, product partners, and marketers to deliver smart, audience-driven, and culturally relevant creative work.
• Mentor and inspire a team of designers and art directors, championing taste, craft, and experimentation while supporting growth and development.
• Drive consistency and innovation across the TurboTax brand identity—balancing fidelity to brand systems with the need to evolve and push boundaries.
• Present and advocate for creative work at the highest levels, effectively building trust and alignment with internal stakeholders and senior leadership.
• Lead multiple workstreams, navigating ambiguity and shifting priorities with a steady hand, and ensuring exceptional execution under tight timelines.
• Stay connected to culture, trends, and design inspiration—bringing fresh thinking to the table and identifying collaborators, vendors, and creative opportunities that keep the brand ahead of the curve.

• A world-class portfolio that showcases high-end conceptual thinking, impeccable design craft, and a clear role in leading visual storytelling across brand campaigns, platforms, and experiences.
• 8+ years of visual design experience, including brand, campaign, or product work—whether in-house, at an agency, or studio setting.
• Proven leadership in developing and delivering holistic creative—from brand systems and identity evolution to large-scale, integrated marketing campaigns.
• Mastery of core design principles—typography, layout, visual hierarchy—with the ability to flex design across digital, social, experiential, and emerging formats.
• Strong strategic instincts, with the ability to turn briefs, business goals, and customer insights into ideas that are both creatively inspiring and commercially effective.
• A sharp, collaborative communicator who can present work persuasively and build alignment across teams and senior stakeholders.
• A mentorship mindset, with a desire to grow designers, build team culture, and raise the bar on the craft of the entire team.
• Fluent in industry-standard design and prototyping tools (Figma, Adobe Creative Suite, etc.), and open to exploring new platforms and workflows as design continues to evolve.
• Curiosity for emerging technology and design trends, with a strong interest in evolving how brand design lives in a tech-forward, AI-driven world.

• Serve as primary support analyst for the C-Suite Executive Team and their Assistants who require complex desktop, remote, video conference and event support.
• Ability to analyze and troubleshoot complex software, hardware and connectivity issues as well as recommend and implement corrective solutions.
• Work on complex and highly confidential/sensitive assignments that will include drawing in of specialized expertise whenever necessary, normally receiving no instructions on routine work or general instructions on new assignments.
• Key participant in global projects requiring detail oriented, highly collaborative, analytical, results driven approach while keeping key stakeholders informed
• Must possess proven excellent customer service skills and the ability to interact professionally and confidently with diverse C-Suite Level Executives, managers and subject matter experts under pressure while remaining consistently calm at all times. Must be experienced in the art of proactive stealth technical support (ie- provide services and support with as few words as possible).
• Ability to respond quickly, understand & articulate root cause on customer issues; proactively provide advice to prevent future service incidents.
• Ensures established SLAs are met or exceeded specific to response and resolution times
• Contribute to Knowledge Base and keep process documentation up-to-date.
• Proactively take on projects and initiatives with minimal to no supervision.
• Often become an escalation point and take over issue resolution from Senior Analyst 3 if the problem cannot be quickly resolved or requires specialized technical knowledge beyond the Analyst 3 level. May act as a “specialist” in a particular discipline.
• Provide input to senior executive assistants on processes and Technology roadmaps for executive needs, including travel and other offsite engagements
• Act independently to determine methods and procedures on new assignments and may supervise the activities of a limited number of other nonexempt employees.

• Minimum 10-15 years of C-Suite Senior Executive Technical Support and/or Executive Team Lead experience both PC, Mac, IOS, Laptops, Mobile Devices and core tools, apps and services required daily (see below for list).
• Minimum of an Associate's Degree in computer technology or equivalent from two-year College or technical school.
• Advanced knowledge of Exchange Mail & Executive Scheduling / Calendars, Active Directory, Software Distribution Systems, and related technologies.
• Advanced knowledge (based on both training and on-the-job experience) of a wide range of computer systems software, applications (including MS Office suites), hardware, PC and OSx operating systems, and communications.
• Advanced knowledge of network computing in a Windows & OSX environment & working knowledge of networking fundamentals.
• Familiarity working with Endpoint Engineering and Endpoint Security Teams to quickly gather endpoint data necessary to resolve complex issues
• Strong experience with video conferencing technologies and collaboration tools & platforms, e.g. Cisco, Poly, Slack, Google Suite
• Preferred certifications: ITILv4, ACMT, CCT, CompTIA
• Experience using AI tools such as ChatGPT, Google Gemini, Notebook LM, Writer
• Support experience in a corporate enterprise environment medium to large company (7-10k+ employees)
• Outstanding ability in problem solving, diagnosis and troubleshooting skills
• The ability to work under pressure and multitask in a fast-paced environment is a must.
• Excellent verbal & written communication skills, superior customer handling skills and the capacity to work with minimum supervision.
• Ability to work independently and within a team environment; taking and following directions and completing tasks and assignments in a timely manner and with a positive attitude.
• Strong interpersonal/communication skills with the ability to communicate with technical and non-technical users effectively.
• Familiarity with encryption and security tools and triaging within this environment.
• Hyper responsive during regular working hours, and super flexible and engaged outside regular hours.
• Occasional travel (early morning, evenings, weekends) may be required to support offsite meetings or after-hours emergencies
• Persistent influencing skills and ability to burn through all hard and soft roadblocks with minimum drama and maximum return
• Military background in an IT environment a plus Imagine a career where your creative inspiration can fuel BIG innovation.

The role as QuickBooks Loss Forecasting Strategy Lead will dive into three areas to help the business grow:

• Develop and enhance loss forecasting models to accurately reflect new lending business initiatives.
• Partner with the credit team to ensure the loan portfolio remains within risk tolerance while supporting portfolio growth.
• Collaborate with capital markets, finance, and accounting teams to communicate methodologies, provide forward-looking guidance, and solve problems.

• Continuously improve forecasting accuracy and processes; establish and maintain thorough documentation of methodologies and procedures.
• Connect data points into a cohesive narrative to build deeper awareness of internal and external factors impacting the portfolio.
• Conduct in-depth analysis of lending portfolio performance; consolidate analytics insights and dashboards for presentations to business stakeholders and senior leadership.
• Develop solutions to enhance data quality and usability; perform analysis at various levels of data aggregation and make informed decisions on data structure and feature generation, leveraging risk expertise.
• Actively contribute creative ideas for the design of new financing products tailored to QuickBooks customers.
• Build and maintain strong relationships with senior leadership across finance, capital markets, and accounting to align inputs, results, and business impacts.

Bay Area California $172,000- $232,500

• MS/PhD in a quantitative field such as Statistics, Operations Research, Industrial Engineering, Economics, etc., or a Bachelor's degree in the same fields with 6+ years of relevant work experience.
• 6+ years of experience in an analytics-related role; experience in lending or fintech is strongly preferred.
• Proven track record of extracting insights from data to address business needs, paired with a passion for data analysis and a proactive approach to identifying business opportunities and driving innovation in the lending industry.
• Proficient in analytics tools such as Python or R, with advanced Excel skills and strong SQL and relational database querying capabilities.
• Domain knowledge in risk-related areas such as credit bureau attributes and scoring, scorecard modeling, pricing, loss forecasting, collections, and fraud detection.
• Meticulous attention to detail with strong organizational, time management, and task prioritization skills; takes pride in producing high-quality work and the sound assumptions behind it.
• Excellent communication skills, a fast learner, and confident in taking ownership of initiatives.
• Comfortable working in a fast-paced environment.

• Own the management of the TurboTax email program dedicated to driving transactions in product during tax season, delivering flawless execution on a complex program on one of the largest installed bases in the US, and spearheading innovation around personalization.
• Lead the effort to deliver superlative campaigns to customers, ensuring compelling story-telling, relevant content and best-in-class creative are present throughout our communications.
• Deliver on the vision to implement truly 1:1 campaigns to our various customer base through personalized messaging, offers, content and more.
• Help define channel contact strategy, maintaining calendars and defining governance protocols.
• Articulate complex campaign requirements, closely partnering with CRM data and operations teams to ensure their proper implementation. Understand the technical side of email operations from how customer data attributes flow from data systems into the ESPs for campaign retrieval to ESP set up and implementation to dynamic content execution.
• Partner with Strategy partners to help devise, implement and measure complex test plans.
• Report on channel performance, partnering with Analytics as needed, and share actionable insights at different levels of the organization (leadership to business stakeholders). Understand key campaign, channel and customer level metrics and how to take CRM data to drive performance.

• 6-10 years experience managing an elaborate email marketing program for a Fortune 500 company
• Impeccable knowledge of email marketing best practices, especially around creative and story-telling.
• Passion for creative, copy and campaign development and deep-bench experience working with creative teams.
• Keen understanding of the data undergirding CRM programs and enabling campaign orchestration and personalization.
• Superior organizational, project management and communication skills -- this role requires hands-on management of campaign deployments, often under tight deadlines and high pressure.
• Experience with Enterprise-level marketing cloud solutions and CRM tech stack.
• Strong analytical and data manipulations skills that result in meaningful insights and that drive performance