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NerdWallet

Personal finance guidance with product comparisons

Senior Account Executive

Account ExecutivePosted on Nov 10
Full-time$45k - $70k /yrRemote

About the Job

Requirements

  • The Senior Account Executive role requires 2–4 years of relatable sales experience.
  • Demonstrated ability to effectively manage a pipeline with consistent performance against various key performance indicators and sales metrics.
  • Ability to multitask, prioritize, and independently manage time.
  • Ability to engage comfortably and resiliently in 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 difficult questions.
  • Ability to receive feedback and implement it promptly.

Responsibilities

  • Manage the entire sales process, from initial outreach through closing the deal.
  • Complete training and learn the NerdWallet Small Business sales process, product suite, and basic qualifying material.
  • Speak with business owners by phone about products and help them identify suitable loan options for their businesses.
  • 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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