Mid-Market Account Executive

NerdWallet, Inc.

Job Overview

Location

NerdWallet Small Business New York

Job Type

Full-time

Full Job Description

📋 Description

• As a catalyst for smart financial decisions, NerdWallet Small Business is the go-to financial resource for small businesses.
• We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations.
• The Mid-Market Sales Representative will manage a high volume of smaller funding opportunities with an accelerated sales cycle.
• This role will be based in New York, NY.
• We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.
• We also understand the importance of flexibility to work remotely, both for personal and professional reasons.
• While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.
• The Mid-Market Sales Representative will be responsible for managing the entire sales process from handling initial outreach to closing the deal.
• They will dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.
• They will jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.
• They will work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.
• They will achieve and consistently exceed their monthly sales goals.
• The ideal candidate will have 1+ year of sales experience, 6+ months of funding industry experience, and experience within merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar funding environments.
• They will possess outstanding communication skills, the ability to multitask, prioritize, and autonomously manage their time.
• They will be comfortable and resilient in conversations with business owners from all walks of life.
• They will thrive in a fast-paced inside sales environment and think on their feet when faced with new challenges, tough conversations, or difficult questions.

🎯 Requirements

• 1+ year of sales experience
• 6+ months of funding industry experience
• Experience within merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar funding environments
• Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics
• Outstanding communication skills
• Ability to multitask, prioritize, and autonomously manage your time

🏖️ 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)

Skills & Technologies

Mid-level

Remote

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NerdWallet, Inc.

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About NerdWallet, Inc.

NerdWallet, Inc. is a San Francisco–based personal finance company that operates an online platform offering comparison tools, editorial reviews, and educational content for credit cards, mortgages, loans, insurance, banking, and investing products. Founded in 2009, it generates revenue through lead generation and referral fees when users select financial products from partner institutions. The company serves U.S. consumers seeking independent guidance to optimize financial decisions and is publicly traded on the Nasdaq under the ticker NRDS.

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