NerdWallet

SMB Account Executive (Fundera)

New York, New York, United States

NerdWallet Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

Candidates should have 2-4 years of direct sales experience and a proven ability to effectively manage a pipeline with consistent performance against various KPIs and sales metrics. Outstanding communication skills are essential, along with the ability to multi-task, prioritize, and autonomously manage time. Candidates must be comfortable and resilient in conversations with diverse business owners and thrive in a fast-paced inside sales environment.

Responsibilities

The SMB Account Executive will manage the entire sales process from initial outreach to closing deals. They will quickly learn the Fundera sales process and product suite, confidently speak about products, and help business owners find the best loan options. The role involves working alongside lenders to identify opportunities and serving as a liaison between lenders and small business owners while achieving and exceeding monthly sales goals.

Skills

Sales
Communication
Time Management
Resilience
Adaptability
Pipeline Management
Sales Metrics
Inside Sales
Product Knowledge

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.

Key Metrics

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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