Account Specialist

Nav is the leading credit and financial health platform used by more than 2.4 million small business owners in the United States. 

We’re on a mission to give every small business owner the chance to succeed. The team views each day as an opportunity to challenge the norm, push boundaries, and create meaningful products, services, and experiences that make a positive difference for small business owners each and every day. 

At Nav, our team is just as diverse as the customer base we serve. And, that’s something we’re incredibly proud of. We value individualism just as much as we do hard work, talent and smarts. 

Working at Nav isn’t just a job — it’s an opportunity to gain invaluable experience, work with dedicated professionals, and make a real, lasting impact. 

If you’re ready to be part of a team that’s driven by heartfelt purpose and data, let’s talk. 

We are looking for an Account specialist who has a passion for small business and the ability to handle all customer types. Primary responsibilities will be to help small and medium-sized businesses in building their business credit while utilizing goal setting to assist the customer down the proper Nav Prime service.You will also emphasize with your customers the “how-to” get prepared for financing while growing their understanding of Nav and educating them on how Nav Prime will benefit their business needs and put them in the best position to succeed. 

Candidates should be web-savvy, and have past sales experience. Having strong personal and business credit knowledge as well as past business lending experience is preferred.

WHO YOU ARE:

• Exceptional communication and people skills
• Ability to stay focused and organized
• Must have excellent problem-solving skills
• Must be able to work in a fast-paced work environment
• Go-get-em mentality
• Self-motivated
• Team Player
• Good Attitude
• Desire to innovate, improve, and build scalable processes
• Experience in dealing with personal and business credit is required
• Experience in business lending or business underwriting preferred
• 3-5 years of prior sales or account management experience preferred
• Intermediate computer experience required
• CRM experience required

YOU WILL:

• Add customers to Nav Prime
• Be an advocate for the customer
• Assist customers with overall lending questions and qualifications
• Develop relationships with customers
• Report to management on customer relationships, pipeline, forecasts, and new prospects
• Take customers through the complete business credit and Nav process
• Interact with vendors and business owners daily
• Always do what’s best for the customer
• Each day you’ll have appointments, make outbound dials, and create email campaigns to help customers with their business needs by utilizing Nav Prime

Inclusion at Nav:

At Nav, we celebrate what makes our employees unique because the businesses we serve are progressively diverse and distinctly original. Navericks are diverse, side hustlers, immigrants, veterans, queer, and we push generational boundaries. We are college dropouts, PhDs, special needs parents, allies, pet owners and community leaders. Navericks are human. We are committed to upholding a safe, supportive environment where everyone matters. We are committed to making a better future for all of us. We have created a workplace where people of all backgrounds can express their identities authentically. To put it simply, we want you to be proud to be you.

Our Compensation Philosophy is simple but powerful:

We believe great, enduring relationships are grounded in trust and transparency. Compensation shouldn’t be a distraction, and employees should understand how pay and career advancement decisions are made. Providing equal pay for equal work is table stakes for being a great place to work. Gender and ethnic inequity should only be something that our children read about in history books. We believe providing Navricks with company ownership, competitive pay, and a range of meaningful benefits is the start of creating a culture where people want to give the best they’ve got — not because they’re simply making money, but because they’ve fallen in love with our vision, mission, values, and team.

During the interview process, your recruiter will be explaining how our rubrics work across all of our total rewards (base, equity, bonus, perks, and benefit) offerings. The base salary for this role is $55K per year plus commission. Final offer amount is determined by your proficiencies within this level. 

Our impact on you:

Competitive Pay. Company Ownership. Benefits Day One. 6 Weeks Paid Parental Leave. Employee Networking and Events. Community Network Groups (women’s, PRIDE, culture). Meaningful Perks and Rewards. Learning and Development Opportunities. Pet Insurance. 

A Naverick’s DNA: 

• We look at the future and say “why not”; we see possibilities where others see problems or routines. We show the way ahead and are committed to achieving ambitious goals.
• We practice straight talk and listen generously to each other with empathy. We value different opinions and point of views. We ensure that we connect outside as well as inside to learn from others and inspire each other.
• We hold ourselves accountable for delivering results. We choose to not to be a victim of circumstance. We make decisions & take responsibility so that we can act & support each other, rather than adopting defensive, and “finger pointing” behaviors.
• As leaders we motivate & engage our teams to undertake beyond what they originally thought possible, by developing our teams & creating the conditions for people to grow and empower themselves through enabling & coaching.