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Senior Manager, Capital Partner Operations

San Diego, CA


The QuickBooks Money team is on a mission to transform small business banking, lending and payments. We have a bold vision to put small businesses in complete control of their money and to make money easy, instant and optimized. As we accelerate innovation and transform our existing offerings, we want to build products that work better together across getting paid, paying others, accessing capital, and managing money. Today, QuickBooks customers can access funding (capital), manage their cash flow, send and receive payments, process invoices, sync their banking and accounting instantly. Imagine a world where we help SMBs make the right decision about when to take funding, how much to take, and what type. We're working to make this a reality.

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If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast-paced and fun environment, we invite you to come join our team.

We are looking for a Senior Manager that will be focused on the Lending vertical (both direct lending business and referrals to lending marketplace) to help us drive long-term scalability by working to optimize partnerships to power seamless financial services products for small businesses. The ideal candidate will have a strong analytical toolkit and the ability to seamlessly translate insights into action plans to drive optimization of partnerships. This person has experience collaborating with external partners to drive results. This person will excel in cross-team collaboration with Product, Go-to-Market, Legal and Compliance, Finance, and Strategy. The Money Platform is underpinned by partnerships with institutional partners, capital providers and banks, so optimizing these relationships is critical to our success.

The preference is for this role to be in-person (2-3 days per week) in the Intuit San Francisco, Mountain View, Los Angeles, or New York office. This position will report to the Head of Platform and Partnership Success, QuickBooks Money Team.

What you'll bring

  • Bachelor's degree preferred, MBA a plus.
  • Experience and strong interest in financial services, particularly lending greatly preferred.
  • Experience preferably at least one of the following industries: FinTech, consulting firm or investment bank; as well as direct experience in a client services role (partner management, customer success management, consulting)
  • Ability to be a self-starter in a fast-paced and quickly changing environment
  • Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision
  • Excellent cross-functional collaboration skills; strong ability to work across all key functions (risk, product development, design, marketing, compliance, legal); "win-together mentality"
  • Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
  • Must be detail oriented and able to manage and maintain all facets of complex assignments
  • Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
  • Demonstrate the flexibility to work among diverse corporate environments, industries, technical and non-technical
  • Executive presence in working with senior leadership internally and within partner organizations

How you will lead

  • Drive diagnostic reviews to assess opportunities with our existing partnerships, specifically within the Lending vertical
  • Establish hypotheses for optimizing existing partnerships to drive revenue increase and cost reduction; lead negotiations to drive implementation of those solutions
  • Be an expert in SMB Lending segment; establishing a POV on innovations in lending to inform platform strategy and optimization
  • Drive strategic renewals and extensions of current engagements
  • Build trusted relationships with Partners, as well as internal stakeholders (Legal, Compliance, Product, Product Marketing, Capital Markets)
  • Develop KPIs for Strategy, coordinate reviews internally with stakeholder team leaders

Client-provided location(s): San Diego, CA, USA
Job ID: Intuit-OkLu8Ob
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • HSA
    • On-Site Gym
    • Mental Health Benefits
    • Life Insurance
    • FSA
    • HSA With Employer Contribution
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Casual Dress
    • Commuter Benefits Program
    • On-Site Cafeteria
    • Happy Hours
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • Financial Counseling
    • Stock Purchase Program
    • Company Equity
    • Performance Bonus
    • 401(K) With Company Matching
  • Professional Development

    • Learning and Development Stipend
    • Mentor Program
    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

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