Full-Time

SMB Account Executive

Fundera

Updated on 1/8/2025

NerdWallet

NerdWallet

501-1,000 employees

Financial guidance platform for personal finance

Fintech
Financial Services

Compensation Overview

$75kAnnually

+ Uncapped Commission + Tenure Bonuses

Junior, Mid

New York, NY, USA

In-office role with the option to work remotely 20% of the month after training.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Requirements
  • 2-4 years of direct sales experience.
  • Proven ability to effectively manage a pipeline with consistent performance against various KPI’s/sales metrics.
  • Possess outstanding communication skills.
  • Have the ability to multi-task, prioritize, and autonomously manage your time.
  • Comfortable and resilient in conversations with business owners from all walks of life.
  • Excited by and thrive in a fast-paced inside sales environment.
  • Think on your feet when faced with new challenges, tough conversations, or difficult questions.
  • Always raise your personal bar. You can take feedback like a champ and implement it immediately.
Responsibilities
  • Manage the entire sales process from handling initial outreach to closing the deal.
  • Dive right into training and quickly learn the Fundera sales process, including our entire product suite and basic qualifying material.
  • Jump on the phones and become a Fundera expert who can confidently speak about our products and help business owners find the best loan options for their business.
  • Work alongside the lenders in our Fundera network to identify the best opportunities for them and serve as liaison between lender and small business owner.
  • Achieve, and consistently exceed, your monthly sales goals.

NerdWallet offers financial guidance to help individuals make informed money decisions. The platform provides tools and resources for comparing credit cards, securing mortgages, and managing personal loans, all presented in a user-friendly format. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning commissions from financial institutions. The goal is to empower consumers with easy-to-understand information and tools to make smarter financial choices.

Company Stage

IPO

Total Funding

$67.1M

Headquarters

San Francisco, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

6%

2 year growth

11%
Simplify Jobs

Simplify's Take

What believers are saying

  • 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.

What critics are saying

  • 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.

What makes NerdWallet unique

  • 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.

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Benefits

Health and wellness

Retirement support

True work-life balance

Career development

Employee resource groups

Employee engagement