Project Manager, Sales Revenue (NY) at NerdWallet

New York, New York, United States

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$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

Project Management

Project Planning

Stakeholder Management

Sales Process Improvement

Risk Management

Data Analysis

Cross-functional Collaboration

Sales Operations

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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