NerdWallet

Senior Account Executive - NerdWallet Small Business

NerdWallet$85K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3 months to 2 years relevant sales experience for an Account Executive role
  • 2-4 years relevant sales experience for a Senior Account Executive role
  • Ability to manage sales pipeline and meet KPIs
  • Excellent communication and interpersonal skills
  • Strong multitasking and time management abilities
  • Comfortable engaging with various business owners
  • Thrives in a fast-paced inside sales environment

Responsibilities

  • Manage the full sales process from outreach to closure
  • Participate in training to master the Fundera sales process
  • Provide expert guidance on funding options to small business owners
  • Collaborate with lender partners to find the best opportunities
  • Achieve and exceed monthly sales goals

Benefits

  • Industry-leading medical, dental, and vision plans
  • Flexible vacation policy with 11 paid holidays
  • Paid parental leave and support for new parents
  • Mental health resources available
  • Paid sabbatical after five years of service
  • Monthly stipends for wellness, cell, and wifi (for remote work)
  • 401K plan with a 4% company match
  • Opportunities for community involvement and volunteer time off
Full Job Description
Our Senior Account Executive-SMB will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards funding. If you're interested in the position, here are a few things you'll get to do and the qualifications that will make you successful in this role.

Where you can make an impact:
  • Manage the entire sales process from handling initial outreach to closing the deal.
  • Dive right into training and quickly learn the Fundera sales process, including our entire product suite and basic qualifying material.
  • Jump on the phones and become a Fundera expert who can confidently speak about our products and help business owners find the best loan options for their business.
  • Work alongside the lenders in our Fundera network to identify the best opportunities for them and serve as liaison between lender and small business owner.
  • Achieve and consistently exceed your monthly sales goals.
Your experience:
  • Account Executive: 3 months to 2 years relatable sales experience
  • Senior Account Executive: 2 - 4 years relatable sales experience
  • Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.
  • Possess outstanding communication skills.
  • Have the ability to multitask, prioritize, and autonomously manage your time.
  • Comfortable and resilient in conversations with business owners from all walks of life.
  • Excited by and thrive in a fast-paced inside sales environment.
  • Think on your feet when faced with new challenges, tough conversations, or difficult questions.
  • Always raise your personal bar. You can take feedback like a champ and implement it immediately.
Where:
  • This role will be based in New York, NY.
  • We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.
  • We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you'll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.
What we offer:

Pay Transparency
  • Account Executive: $26.45 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $75,000/year total in base + bonus if meeting attendance and performance expectations.
  • Sr. Account Executive: $28.85 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $85,000/year total in base + bonus if meeting attendance and performance expectations.
  • This role is also eligible for a Monthly Bonus with a potential for uncapped commission, sales milestone bonuses (starting at $2,000) and eligibility for sales contests and other sales incentive compensation offered in the Company's discretion

Work Hard, Stay Balanced (Life's a series of balancing acts, eh?)
  • Industry-leading medical, dental, and vision health care plans for employees and their dependents
  • Rejuvenation Policy - Flexible Vacation Time Off + 11 holidays + holiday company shutdown
  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
  • Mental health support
  • Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
  • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
  • Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
  • Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)
  • Nerd-led group initiatives - Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
  • Hackathons and team events across all teams and departments
  • Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
  • Our Nerds love to make an impact by paying it forward - Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)
  • 401K with 4% company match
  • Be the first to test and benefit from our new financial products and tools
  • Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
  • Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

#LI-Onsite

About NerdWallet

NerdWallet is a personal finance company that provides financial guidance to consumers. The company offers a website and mobile app that provide information and recommendations on credit cards, loans, insurance, banking, and investing. NerdWallet was founded in 2009 by Tim Chen and Jacob Gibson and is headquartered in San Francisco, California. The company has been recognized for its transparency and unbiased advice, and has won numerous awards for its services.
Learn more about NerdWallet
Size
500 employees
Market Cap
$680 million
Industry
Founded
2009
NASDAQ

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