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NerdWallet

Personal finance guidance with product comparisons

Senior Account Executive

Account ExecutivePosted on Nov 12
Full-time$55k - $85k /yr

About the Job

Requirements

  • Senior Account Executive candidates need 2–4 years of relatable sales experience.
  • Demonstrated ability to manage a sales pipeline and consistently perform against key performance indicators and sales metrics.
  • Ability to multitask, prioritize, and autonomously manage time.
  • Ability to handle conversations with business owners from varied backgrounds.
  • Ability to thrive in a fast-paced inside-sales environment.
  • Ability to respond effectively to new challenges, difficult conversations, and questions.
  • Ability to receive and promptly implement feedback.

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.
  • Conduct phone conversations with business owners, explain products, and help identify appropriate loan options.
  • Work with lenders in the NerdWallet Small Business network to identify opportunities and serve as the liaison between lenders and small business owners.
  • Meet and exceed monthly sales goals.

Desired Qualifications

  • Outstanding communication skills.

About the Company

NerdWallet

Personal finance guidance with product comparisons

NerdWallet is a financial guidance platform that helps people compare and understand financial products. It offers tools and resources for credit cards, mortgages, personal loans, insurance, and debt options, plus calculators and educational content to simplify complex money topics. Users access detailed product comparisons and expert advice, while the site earns revenue through affiliate marketing by earning commissions when users sign up for products via recommendations. This model lets the service be free for users while maintaining trust and transparency. NerdWallet’s goal is to help consumers make smarter financial decisions by providing clear information and practical tools.

Company size
1,001-5,000
Company stage
IPO
Headquarters
San Mateo, CA
Founded
2009

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