NerdWallet

SMB Account Executive (Fundera)

New York, New York, United States

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

Position Overview

  • Location Type: Remote (with in-office component in New York, NY)
  • Employment Type: Full-Time
  • Salary: Not specified
  • Fundera, at NerdWallet, is seeking an Account Executive to provide exceptional service to small business customers and manage the funding process with lender partners. This role involves managing the entire sales process, training on product knowledge, and acting as a liaison between business owners and lenders.

Requirements

  • Experience: 2-4 years of direct sales experience.
  • Proven Ability: Demonstrated ability to effectively manage a sales pipeline and consistently meet KPI’s/sales metrics.
  • Communication Skills: Outstanding communication skills.
  • Time Management: Ability to multitask, prioritize, and autonomously manage time.
  • Resilience: Comfortable and resilient in conversations with business owners from diverse backgrounds.
  • Environment: Thrives in a fast-paced inside sales environment.
  • Adaptability: Ability to think on your feet and handle challenging conversations.
  • Feedback: Willingness to accept feedback and implement it immediately.

Responsibilities

  • Manage the entire sales process, from initial outreach to deal closure.
  • Quickly learn and master the Fundera sales process, product suite, and qualifying materials.
  • Handle inbound calls and confidently present Fundera’s products to business owners.
  • Work alongside lenders in the Fundera network to identify optimal funding opportunities.
  • Serve as a liaison between lenders and small business owners.
  • Achieve and consistently exceed monthly sales goals.

Application Instructions

  • Not specified in the provided text.

Company Information

  • Company: Fundera, at NerdWallet
  • Mission: To help small businesses achieve their financial goals and grow their businesses.
  • Focus: Providing tailored financial solutions to entrepreneurs through proprietary technology and financial expertise.
  • Location: Primarily Remote, with an in-office component in New York, NY. Remote work flexibility available (20% remote work from anywhere in the continental US after completing training - typically between months 4).

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.

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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