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NerdWallet

Personal finance guidance with product comparisons

Account Executive

Account ExecutivePosted on Nov 12
Full-timeNew York, NY, USA$55k - $85k /yr

About the Job

Requirements

  • The role requires 3 months to 2 years of relatable sales experience.
  • The candidate must be able to effectively manage a pipeline and consistently perform against KPIs and sales metrics.
  • The candidate must be able to multitask, prioritize, and autonomously manage their time.
  • The candidate must be comfortable and resilient in conversations with business owners from all walks of life.
  • The candidate must be able to thrive in a fast-paced inside sales environment.
  • The candidate must be able to respond effectively to new challenges, tough conversations, and difficult questions.
  • The candidate must be able to receive feedback and implement it immediately.

Responsibilities

  • Manage the entire sales process, from initial outreach through closing the deal.
  • Complete training and learn the NerdWallet Small Business sales process, including the product suite and basic qualifying material.
  • Speak with business owners by phone about products and help them find suitable loan options.
  • Work with lenders in the NerdWallet Small Business network to identify opportunities and act as a liaison between lenders and small business owners.
  • Achieve and consistently exceed monthly sales goals.

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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