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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 differs from traditional enterprise sales in that deals are expected to close within 1–2 days, requiring quick decision-making and agility.
You will own the entire sales process from initial outreach through deal closure. Your responsibilities include learning NerdWallet's product suite and qualifying criteria, conducting phone-based outreach to business owners, assessing deal viability rapidly, and collaborating with lenders in the NerdWallet Small Business network to match opportunities with the best funding partners. You'll serve as a liaison between lenders and small business owners, ensuring both parties find optimal solutions.
Success in this role requires consistently meeting and exceeding monthly sales goals while managing a robust pipeline against defined KPIs. You'll work alongside peers and senior team members on a collaborative sales floor, where spontaneous learning and real-time feedback drive rapid skill development.
Required qualifications include 1+ year of sales experience and 6+ months in the funding industry (merchant cash advance, small business lending, commercial lending, or similar). You must demonstrate strong pipeline management, excellent communication skills, ability to multitask and self-manage, comfort engaging business owners from diverse backgrounds, and resilience in fast-paced inside sales environments. The ideal candidate thinks on their feet, handles tough conversations with confidence, and embraces feedback for continuous improvement.
The role is based in New York, NY, with an in-office expectation during the initial training period (typically 4–6 months). After meeting performance standards, you'll have flexibility to work remotely up to 20% of the month from anywhere in the continental US. The company offers comprehensive benefits including medical, dental, and vision coverage; flexible PTO; mental health support; 401(k) with 4% match; and wellness stipends.
