Intuit
Join to apply for the
Head of Sales Processes & CRM
role at
Intuit
Overview We are seeking a highly self‑motivated, data‑driven, and detail‑oriented people manager to lead our ‘Seller Experience/ CRM’ Center Of Excellence. The team identifies and utilizes advanced technologies to improve sales‑interfacing workflows with the objective to boost revenue and operational efficiency. The role entails managing a high‑performing team that defines the overarching CRM workflow strategy (e.g. Customer Prioritization, Account Plans, Pipeline Management, Next Best Actions, etc.) for the Sales organization and implements it into a scalable, integrated process and technology system.
This position requires a strong background in Sales Operations and specifically, the development, implementation, and optimization of CRM/sales automation initiatives that yield actionable business insights. In this role, you will be responsible for leading a group of CRM subject‑matter experts, defining automation priorities that align with sales objectives, driving the development of 1st/3rd party tools, and ensuring their successful adoption and ongoing optimization. You will collaborate directly with cross‑functional teams in Sales, Marketing, Product, and Analytics, and will take end‑to‑end ownership of our Seller Experience/ CRM objectives.
Responsibilities
CRM Sales Workflow & Insights Strategy: Define the System North Star for our sales workflows and the insights they shall yield to enable business leaders in their decision‑making.
CRM System Design: Oversee the design and integration of 1st/3rd party tools that enhance sales processes, such as sales forecasting, account planning, pipeline management, and customer insights.
Project Portfolio Management: Manage the entire CRM roadmap, overseeing timelines, resources, and deliverables; drive project prioritization, address portfolio risks, and ensure initiatives are completed on time and in line with business requirements.
Project Execution: Lead the design, development, and deployment of top‑priority applications tailored to the sales function, defining business requirements and ensuring solutions address core business needs and drive tangible outcomes in sales efficiency and performance.
Performance Monitoring & Management: Establish KPIs to track the performance of applications, continuously analyze their impact on sales outcomes, and use data‑driven insights to make adjustments and optimize tools over time.
Team Management: Lead and mentor high‑performing Sales Operations talent.
Thought Leadership: Act as the core partner to Sales & Product leadership on all matters Seller Experience/CRM and stay up to date with the latest CRM trends to evolve our strategy in alignment with industry best practices.
Qualifications
Bachelor’s Degree in a numerate or business‑related subject (Business Management, Finance, Statistics, Computer Science, Information, etc.).
7+ years of experience in Product Management, Technical Product Management, Business Operations, or Consulting.
Managerial experience and a proven track record of leading a high‑performing team.
Extensive experience in process design, standardisation & continuous improvement, with the ability to translate business needs into actionable priorities.
Track record of working directly with Internal Product teams on the design and implementation of internal tool development projects and/or third‑party solutions.
Proven experience with sales automation tools, CRM platforms (e.g., Salesforce, HubSpot), and sales engagement technologies.
Familiarity with inside‑sales tools such as Gong, Outreach, and CRM‑integrated productivity platforms.
Proven experience in setting and executing workflow optimisation/automation initiatives, ideally within a sales or customer‑facing function.
Strong understanding of sales processes and tools, with experience in implementing solutions to enhance sales productivity and outcomes.
Proven experience working independently to manage multiple projects simultaneously and to drive initiatives in a cross‑functional environment.
Excellent communication and leadership skills, with the ability to influence stakeholders and lead cross‑functional teams.
Proven stakeholder management experience, including managing multiple partners simultaneously, particularly across Sales and Product organisations.
Proficient in data analysis and presentation tools with a knack for conveying complex information clearly to general audiences.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach, including a cash bonus, equity rewards, and 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.
Base Pay Range:
Bay Area, California: $210,000 – $284,000
Southern California: $186,000 – $252,500
Seniority Level Director
Employment Type Full‑time
Job Function Sales and Business Development
Industry Software Development
#J-18808-Ljbffr
Head of Sales Processes & CRM
role at
Intuit
Overview We are seeking a highly self‑motivated, data‑driven, and detail‑oriented people manager to lead our ‘Seller Experience/ CRM’ Center Of Excellence. The team identifies and utilizes advanced technologies to improve sales‑interfacing workflows with the objective to boost revenue and operational efficiency. The role entails managing a high‑performing team that defines the overarching CRM workflow strategy (e.g. Customer Prioritization, Account Plans, Pipeline Management, Next Best Actions, etc.) for the Sales organization and implements it into a scalable, integrated process and technology system.
This position requires a strong background in Sales Operations and specifically, the development, implementation, and optimization of CRM/sales automation initiatives that yield actionable business insights. In this role, you will be responsible for leading a group of CRM subject‑matter experts, defining automation priorities that align with sales objectives, driving the development of 1st/3rd party tools, and ensuring their successful adoption and ongoing optimization. You will collaborate directly with cross‑functional teams in Sales, Marketing, Product, and Analytics, and will take end‑to‑end ownership of our Seller Experience/ CRM objectives.
Responsibilities
CRM Sales Workflow & Insights Strategy: Define the System North Star for our sales workflows and the insights they shall yield to enable business leaders in their decision‑making.
CRM System Design: Oversee the design and integration of 1st/3rd party tools that enhance sales processes, such as sales forecasting, account planning, pipeline management, and customer insights.
Project Portfolio Management: Manage the entire CRM roadmap, overseeing timelines, resources, and deliverables; drive project prioritization, address portfolio risks, and ensure initiatives are completed on time and in line with business requirements.
Project Execution: Lead the design, development, and deployment of top‑priority applications tailored to the sales function, defining business requirements and ensuring solutions address core business needs and drive tangible outcomes in sales efficiency and performance.
Performance Monitoring & Management: Establish KPIs to track the performance of applications, continuously analyze their impact on sales outcomes, and use data‑driven insights to make adjustments and optimize tools over time.
Team Management: Lead and mentor high‑performing Sales Operations talent.
Thought Leadership: Act as the core partner to Sales & Product leadership on all matters Seller Experience/CRM and stay up to date with the latest CRM trends to evolve our strategy in alignment with industry best practices.
Qualifications
Bachelor’s Degree in a numerate or business‑related subject (Business Management, Finance, Statistics, Computer Science, Information, etc.).
7+ years of experience in Product Management, Technical Product Management, Business Operations, or Consulting.
Managerial experience and a proven track record of leading a high‑performing team.
Extensive experience in process design, standardisation & continuous improvement, with the ability to translate business needs into actionable priorities.
Track record of working directly with Internal Product teams on the design and implementation of internal tool development projects and/or third‑party solutions.
Proven experience with sales automation tools, CRM platforms (e.g., Salesforce, HubSpot), and sales engagement technologies.
Familiarity with inside‑sales tools such as Gong, Outreach, and CRM‑integrated productivity platforms.
Proven experience in setting and executing workflow optimisation/automation initiatives, ideally within a sales or customer‑facing function.
Strong understanding of sales processes and tools, with experience in implementing solutions to enhance sales productivity and outcomes.
Proven experience working independently to manage multiple projects simultaneously and to drive initiatives in a cross‑functional environment.
Excellent communication and leadership skills, with the ability to influence stakeholders and lead cross‑functional teams.
Proven stakeholder management experience, including managing multiple partners simultaneously, particularly across Sales and Product organisations.
Proficient in data analysis and presentation tools with a knack for conveying complex information clearly to general audiences.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach, including a cash bonus, equity rewards, and 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.
Base Pay Range:
Bay Area, California: $210,000 – $284,000
Southern California: $186,000 – $252,500
Seniority Level Director
Employment Type Full‑time
Job Function Sales and Business Development
Industry Software Development
#J-18808-Ljbffr