Project Manager, Sales Revenue (NY) at NerdWallet

New York, New York, United States

NerdWallet Logo
$102,000 – $138,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Small Business ServicesIndustries

Requirements

  • 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)

Responsibilities

  • Lead projects from start to finish, 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 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

Skills

Key technologies and capabilities for this role

Project ManagementProject PlanningStakeholder ManagementSales Process ImprovementRisk ManagementData AnalysisCross-functional CollaborationSales Operations

Questions & Answers

Common questions about this position

What is the salary range for the Project Manager, Sales Revenue position?

The salary range is $102K - $138K.

Is this role remote or onsite?

The position is onsite.

What skills and experience are required for this role?

Required qualifications include a Bachelor’s degree in Business, Marketing, or related field, 3–5 years of project management experience preferably in sales, strong understanding of sales operations, CRM systems like Salesforce, sales analytics, excellent organizational and multitasking abilities, proven ability to lead cross-functional teams under tight deadlines, and strong communication skills.

What does the team structure look like for this position?

The role involves working closely with sales leadership, business development, marketing, product, and operations teams, as well as collaborating with Sales Operations.

What makes a strong candidate for this Project Manager role?

A strong candidate has 3–5 years of project management experience in a sales environment, expertise in CRM systems like Salesforce, proven leadership of cross-functional teams under tight deadlines, and excellent communication skills; experience with project planning software is preferred.

NerdWallet

Financial guidance platform for personal finance

About NerdWallet

NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.

San Francisco, CaliforniaHeadquarters
2009Year Founded
$67.1MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health and wellness
Retirement support
True work-life balance
Career development
Employee resource groups
Employee engagement

Risks

Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.
Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.
Intensifying competition in personal finance could erode NerdWallet's market share.

Differentiation

NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.
The platform integrates financial tools and expert content for comprehensive financial guidance.
NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.

Upsides

Growing demand for financial literacy tools boosts NerdWallet's user engagement.
Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.
Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.

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