NerdWallet · 1 month ago
Project Manager, Sales Revenue - NerdWallet Small Business (NY)
NerdWallet Small Business New York
Full-time
Onsite
Mid Level
$102K/yr - $138K/yr
3+ years expNerdWallet is a financial resource dedicated to helping small businesses achieve their financial goals. The Project Manager, Sales Revenue will oversee key initiatives within the SMB sales organization, ensuring projects are executed efficiently and effectively while collaborating with various stakeholders.
ConsumerFinancial ServicesInternetPersonal Finance
Responsibilities
Lead project from start to finishing, working directly with Sales leadership to define project scope, timeline, milestones, and deliverables in alignment with sales goals
Collaborate with sales leadership, business development, marketing, product, and operations teams to ensure projects continue to drive forward to meet defined business objectives
Communicate frequently with stakeholders to manage expectations throughout project lifecycles
Work with Sales Operations to Identify bottlenecks in the sales process and propose strategies for improvement
Monitor project KPIs and provide regular updates on progress, risks, and results
Analyze project outcomes and recommend strategies for continuous improvement
Work with sales operations to optimize CRM usage, reporting, and forecasting tools to measure initiatives
Manage project budgets, allocate resources effectively, and ensure projects are delivered on time and within scope
Qualification
Required
Bachelor's degree in Business, Marketing, or a related field
3–5 years of project management experience, preferably within a sales or commercial environment
Strong understanding of sales operations, CRM systems (e.g., Salesforce), and sales analytics
Excellent organizational and multitasking abilities with a focus on detail and accuracy
Proven ability to lead cross-functional teams and drive results under tight deadlines
Strong written and verbal communication skills
Experience with project planning software
Preferred
Proven proficiency in using project management software (e.g., Jira, Asana) to manage complex projects, track dependencies, and report on key performance indicators (KPIs)
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.
501-1000 employees
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
Leadership Team
Tim Chen
CEO
Hanah Cho
Vice President, Content
Recent News
Business – Baltimore Sun
2025-12-21
2025-12-17
2025-12-17
Company data provided by crunchbase