Account Executive - NerdWallet Small Business
About The Position
NerdWallet Small Business helps entrepreneurs make smart financial decisions and grow their businesses by combining proprietary technology and financial expertise to provide tailored financial solutions. The Account Executive is responsible for delivering a high level of service to small business customers, understanding their financial needs, and coordinating with lender partners to guide the funding process. This is an in-office role based in New York, NY. After completing training, typically between months 4–6, employees who meet minimum performance standards may work remotely up to 20% of the month from anywhere in the continental United States.
Requirements
- 3 months to 2 years of relatable sales experience for the Account Executive level.
- Demonstrated ability to manage a sales pipeline and perform consistently against KPIs and sales metrics.
- Outstanding communication skills.
- Ability to multitask, prioritize, and manage time independently.
- Comfort and resilience in conversations with business owners from diverse 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, and when answering challenging 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 identify suitable loan options.
- Work with lenders in the NerdWallet Small Business network to identify opportunities and serve as a liaison between lenders and small business owners.
- Achieve and consistently exceed monthly sales goals.
Benefits
- Hourly pay of $26.45 for Account Executive, plus a monthly bonus based on sales goals; potential total annual base and bonus compensation of $75,000 when meeting attendance and performance expectations.
- Monthly bonus with potential for uncapped commission, sales milestone bonuses starting at $2,000, and eligibility for 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 through adoption or foster care.
- Mental health support.
- Paid sabbatical after five years.
- Health and Dependent Care FSA and HSA Plan with monthly company contribution.
- Monthly wellness and cell phone stipends; monthly Wi-Fi stipend for eligible remote employees.
- Work-from-home equipment stipend and coworking-space subsidy for eligible remote employees.
- Employee Resource Groups and team initiatives.
- Hackathons and team events.
- Company-wide events, including employee appreciation events and an annual charity auction.
- Eight hours of volunteer time off per quarter and company matching for donations to eligible causes.
- 401(k) with 4% company match.
- Opportunity to test and benefit from company financial products and tools.
- Financial wellness guidance and access to a Certified Financial Planner through Northstar.
- Disability and life insurance with employer-paid premiums.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
