Account Executive, Re-Engagement - NerdWallet Small Business

NerdWallet•New York, NY

3d•Onsite

About The Position

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. As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy. Our Account Executive – Re-Engagement will be essential in providing the highest level of service to our small business customers by re-engaging aged leads and past clients, uncovering fresh opportunities, and guiding them toward funding. If you’re interested in the position, here are a few things you’ll get to do and the qualifications that will make you successful in this role.

Requirements

Proven ability to manage a pipeline and consistently hit KPIs/sales metrics.
Experience re-engaging aged data, dormant clients, or past accounts.
Strong communication skills—you can connect with business owners from every walk of life.
Consultative sales mindset—focused on solving problems, not just selling a product.
Comfort navigating fast-paced, inside sales environments with shifting priorities.
Resilience, resourcefulness, and the ability to think on your feet.
Coachability—you welcome feedback and put it into action immediately.

Responsibilities

Re-engage aged leads and past clients with professionalism, empathy, and energy.
Take a customer service–driven approach to sales—listening first, recommending second.
Educate small business owners on lending solutions and guide them through the next steps.
Ask the right questions to uncover needs—even if it means going beyond the script.
Maintain a healthy, active pipeline while hitting and exceeding KPI goals.
Collaborate with team members and leadership to share wins, strategies, and insights.

Benefits

Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off
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 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 Commuting stipend
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 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