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Salary: USD 54,944 - 75,000 / annual
NerdWallet Small Business is seeking an Account Executive to drive sales and provide exceptional service to small business customers seeking financing solutions. In this role, you will manage the complete sales cycle from initial outreach through deal closure, helping entrepreneurs find the best loan options tailored to their unique needs.
Key responsibilities include:
- Managing the full sales pipeline and consistently exceeding monthly sales targets
- Conducting phone-based outreach and consultations with business owners to understand their financial needs
- Becoming an expert on NerdWallet's product suite and qualifying criteria through comprehensive training
- Collaborating with lender partners in the NerdWallet network to identify optimal funding matches
- Serving as a liaison between lenders and small business owners throughout the funding process
- Maintaining strong performance against KPIs and sales metrics
The role is based in New York with an in-office requirement, though after completing training (typically months 4-6), you may work remotely up to 20% of the month from anywhere in the continental US, provided you meet performance standards. The team emphasizes the value of in-person collaboration and spontaneous learning opportunities on the sales floor.
Qualifications:
- 3 months to 2 years of directly related sales experience as an Account Executive
- Proven ability to manage a sales pipeline with consistent performance against KPIs and sales metrics
- Outstanding communication and interpersonal skills
- Strong multitasking and time-management abilities with capacity for autonomous work
- Comfort engaging with business owners from diverse backgrounds
- Thriving in a fast-paced inside sales environment
- Quick thinking and resilience when facing challenges or difficult conversations
- Coachability and ability to implement feedback immediately
