NerdWallet · 2 months ago
Senior/Account Executive - NerdWallet Small Business
NerdWallet is a financial resource for small businesses, helping entrepreneurs achieve their financial goals. The SMB Account Executive will provide high-level service to small business customers, managing the sales process and liaising between lenders and business owners.
ConsumerFinancial ServicesInternetPersonal Finance
Responsibilities
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
Qualification
Required
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
Benefits
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)
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
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
Company
NerdWallet
NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.
H1B Sponsorship
NerdWallet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (19)
2023 (24)
2022 (29)
2021 (22)
2020 (24)
Funding
Current Stage
Public CompanyTotal Funding
$105MKey Investors
Camelot Financial Capital ManagementIVPSilicon Valley Bank
2021-11-04IPO
2021-05-21Secondary Market
2021-05-07Secondary Market
Recent News
Business – Baltimore Sun
2025-12-21
2025-12-17
2025-12-17
Company data provided by crunchbase