Account Executive - NerdWallet Small Business

NerdWallet•Scottsdale, AZ
•$45,000 - $70,000•Onsite

About The Position

NerdWallet Small Business helps entrepreneurs make smart financial decisions and grow their businesses through tailored financial solutions based on their needs and eligibility. The Account Executive provides high-quality service to small business customers, learns their financial needs, and works with lender partners to manage the funding process. This is an in-office role based in Scottsdale, Arizona. After completing training, typically between months 4 and 6, employees who meet minimum performance standards may work remotely from anywhere in the continental United States for up to 20% of the month.

Requirements

  • 3 months to 2 years of relatable sales experience for the Account Executive level.
  • Ability to manage a sales pipeline and consistently perform against KPIs and sales metrics.
  • Outstanding communication skills.
  • Ability to multitask, prioritize, and manage time autonomously.
  • Comfort and resilience in conversations with business owners from a range of backgrounds.
  • Enthusiasm for and ability to thrive in a fast-paced inside sales environment.
  • Ability to think on your feet in new challenges, difficult conversations, or when answering tough questions.
  • Ability to receive feedback and implement it promptly.

Responsibilities

  • Manage the full sales process, from initial outreach through closing.
  • Complete training and learn the NerdWallet Small Business sales process, product suite, and basic qualification materials.
  • Speak with business owners by phone, explain products, and help them find suitable loan options.
  • Work with lender partners to identify opportunities and act as a liaison between lenders and small business owners.
  • Meet and consistently exceed monthly sales goals.

Benefits

  • Monthly bonus and potential uncapped commission, sales milestone bonuses, sales contests, and other sales incentive compensation.
  • Medical, dental, and vision plans for employees and dependents.
  • Flexible vacation time off, 11 holidays, and a holiday company shutdown.
  • New parent leave for employees with a newborn or a child placed for adoption or foster care.
  • Mental health support.
  • Paid sabbatical after 5 years.
  • Health and dependent care FSA and HSA plans with a monthly company contribution.
  • Monthly wellness and cell phone stipends; Wi-Fi stipend for remote employees.
  • Work-from-home equipment stipend and co-working space subsidy for remote employees.
  • Employee Resource Groups and team events, including hackathons and company-wide events.
  • Eight hours of volunteer time off per quarter and company matching for donations to eligible causes.
  • 401(k) with 4% company match.
  • Early access to test and benefit from new financial products and tools.
  • Financial wellness guidance and unlimited access to a Certified Financial Planner through Northstar.
  • Disability and life insurance with employer-paid premiums.
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