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NerdWallet Small Business is seeking a Mid-Market Account Executive to manage a high-volume, fast-paced sales pipeline focused on small business funding opportunities. This role is ideal for someone who thrives in rapid-cycle sales environments where deals close within 1–2 days.
Key Responsibilities:
- Manage the complete sales process from initial outreach through deal closure
- Conduct phone-based outreach to small business owners and assess deal viability quickly
- Become an expert on NerdWallet's product suite and funding options
- Collaborate with lenders in the NerdWallet Small Business network to identify opportunities and serve as a liaison between lenders and business owners
- Consistently achieve and exceed monthly sales goals
- Manage a high-volume pipeline while tracking performance against KPIs and sales metrics
Required Experience:
- Minimum 1+ year of sales experience
- 6+ months in the funding industry (merchant cash advance, small business lending, business financing, or commercial lending)
- Proven ability to manage pipelines with consistent KPI performance
- Strong communication skills and ability to multitask and prioritize independently
- Comfort working with business owners from diverse backgrounds
- Thrives in fast-paced inside sales environments
- Ability to think on your feet and handle challenging conversations
- Coachable and able to implement feedback quickly
Workplace & Flexibility:
This role is based in New York, NY, with an in-office requirement during the initial training period (typically months 1–3). After successfully completing training and meeting performance standards, employees gain the flexibility to work remotely up to 20% of the month from anywhere in the continental US.
Compensation & Benefits:
Competitive salary with industry-leading medical, dental, and vision coverage. Additional benefits include flexible PTO, 11 holidays, paid parental leave, mental health support, paid sabbatical after 5 years, health/dependent care FSA and HSA with company contributions, monthly wellness stipend, cell phone stipend, work-from-home equipment stipend, and 401(k) with 4% company match. Employees receive 8 hours of volunteer time per quarter with company match.
