Account Executive - NerdWallet Small Business
At a glance
Mid-level Account Executive role at NerdWallet. New York · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Run the full sales cycle, from first outreach through signed deals and completed closes
- Learn the product lineup and qualifying approach, then explain loan choices clearly by phone
- Coordinate with network lenders and business owners to move funding opportunities forward
- Track monthly targets and keep outperforming the sales goals assigned to you
What you bring
- Three months to two years of relevant sales experience for the Account Executive level
- A record of managing a pipeline while delivering consistently against sales KPIs
- Strong communication, prioritization, multitasking, and independent time-management skills
- Comfort handling challenging conversations and questions with business owners
Who this fits
This role suits an early-career inside seller who can stay resilient on calls, absorb feedback quickly, and perform in a fast-moving sales setting. You will work in person in New York, with the option to work remotely for twenty percent of the month after training, from anywhere in the continental US, if you meet performance standards.
From the employer
NerdWallet Small Business is the go-to financial resource for small businesses. We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations.
As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy.
Our 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 NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.
Jump on the phones and become a NerdWallet Small Business 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 NerdWallet Small Business 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
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.
NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.
NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.
NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:
E-Verify Participation Poster (English+Spanish/Español)
Right to Work Poster(English) /(Spanish/Español)
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