Intuit · 22 hours ago
Money Sales, Lending Specialist
Plano, TX
Full-time
Onsite
Entry, Mid Level
2+ years expIntuit is a company that supports small and mid-market businesses by providing essential lending solutions. As a Lending Specialist, you will build relationships with business owners, understand their financial needs, and help them secure funding to achieve their growth objectives.
AccountingFinancial ServicesFinTechPaaSSoftware
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
Qualification
Required
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
Benefits
Cash bonus
Equity rewards
Benefits
Company
Intuit
Intuit provides financial software solutions to empower individuals and businesses.
10001+ employees
H1B Sponsorship
Intuit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)
Funding
Current Stage
Public CompanyTotal Funding
$8.52BKey Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
Small Business Trends
2026-01-03
2026-01-02
2025-12-25
Company data provided by crunchbase