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Full-Time

SMB Account Executive

Fundera

Updated on 9/3/2024

NerdWallet

NerdWallet

501-1,000 employees

Financial guidance platform for personal finance

Data & Analytics
Consulting
Fintech
Financial Services
Real Estate
Education
Consumer Goods

Compensation Overview

$68k - $75kAnnually

+ Commission + Tenure Bonuses

Entry, Junior

New York, NY, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • 0-4 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.
  • Are comfortable and resilient in conversations with business owners from all walks of life.
  • Are 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 is a financial guidance platform that assists individuals in making informed decisions about their money. It offers a variety of resources and tools to help users find the best credit cards, improve their credit scores, secure mortgages, and manage other financial products. The platform is user-friendly, featuring detailed comparisons, calculators, and educational content that simplify complex financial concepts. Unlike many competitors, NerdWallet operates on an affiliate marketing model, earning revenue through partnerships with financial institutions while providing its services for free to users. This approach fosters trust and transparency. The company's goal is to empower consumers to make smarter financial decisions by offering comprehensive and easy-to-understand information and tools.

Company Stage

IPO

Total Funding

$289.3M

Headquarters

San Francisco, California

Founded

2009

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-1%

2 year growth

13%
Simplify Jobs

Simplify's Take

What believers are saying

  • NerdWallet's partnerships with companies like Empower and Monevo expand its service offerings, providing users with more financial options.
  • The launch of the NerdUp Secured Credit Card opens new revenue streams and enhances user engagement by offering tangible financial products.
  • Recognition through awards, such as the Best Mortgage Lender for VA Loans, boosts NerdWallet's credibility and attracts more users.

What critics are saying

  • Relying heavily on affiliate marketing could be risky if financial institutions change their commission structures or partnerships.
  • Entering the competitive banking sector with the NerdUp Secured Credit Card may stretch resources and divert focus from core services.

What makes NerdWallet unique

  • NerdWallet's user-friendly platform simplifies complex financial concepts, making it accessible to a broad audience, unlike competitors who may focus on niche markets.
  • Their affiliate marketing model allows them to offer free services while maintaining transparency and trust, setting them apart from fee-based financial advisory services.
  • The recent launch of the NerdUp Secured Credit Card marks NerdWallet's entry into banking, diversifying its offerings beyond financial guidance.

Benefits

Health and wellness

Retirement support

True work-life balance

Career development

Employee resource groups

Employee engagement