Full-Time

Sales Trainer

Updated on 9/3/2026

NerdWallet

NerdWallet

501-1,000 employees

Personal finance guidance with product comparisons

Compensation Overview

$96k - $132k/yr

New York, NY, USA

Hybrid

In-office role; remote work is available for 20% of the month after training, typically starting in months 4–6.

Category
Training (1)
Required Skills
Salesforce

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Requirements
  • At least 3 years of experience in sales training, sales enablement, sales coaching, or frontline sales leadership within a fast-paced, quota-driven organization.
  • A proven track record of onboarding new sales representatives and improving speed to productivity.
  • Experience coaching sales professionals through live observation, call reviews, role plays, and direct feedback.
  • A strong understanding of Challenger, consultative, and transactional sales methodologies.
  • Experience using sales and enablement technologies such as Gong, Salesforce, learning management system platforms, or similar tools.
  • A data-driven mindset with the ability to connect coaching activities to measurable improvements in sales behaviors and business outcomes.
  • Willingness to travel approximately twice per quarter to support in-person onboarding, training, and coaching.
Responsibilities
  • Lead an onboarding program that prepares new Account Executives to navigate customer conversations, master the sales process, and achieve ramp expectations.
  • Deliver ongoing coaching through live call observation, call reviews, role plays, deal strategy sessions, objection-handling exercises, and pitch refinement.
  • Maintain a consistent presence on the sales floor, identify coaching opportunities, and provide timely, actionable feedback that improves performance.
  • Reinforce the Challenger-based and consultative sales methodology throughout every stage of the customer journey.
  • Coach representatives on discovery, objection handling, urgency creation, lender positioning, financing education, return-on-investment articulation, follow-up strategy, and closing execution.
  • Become a subject matter expert on small business financing, alternative lending solutions, borrower profiles, lender programs, and deal positioning.
  • Partner with Sales Leadership, Business Development, Product, and Operations to align onboarding and coaching with business priorities, market trends, and product updates.
  • Analyze call recordings, coaching observations, and performance metrics to identify recurring skill gaps and develop targeted coaching plans.
  • Create and continuously improve enablement materials, including playbooks, talk tracks, call examples, role-play scenarios, and job aids.
  • Support frontline sales managers by reinforcing coaching best practices and driving consistency across teams.
Desired Qualifications
  • Experience selling or coaching within small business financial services, alternative lending, merchant cash advance, fintech, or another high-volume transactional sales environment.
  • Formal certification or experience with recognized sales methodologies such as Challenger, SPIN Selling, Sandler, or MEDDICC.

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

501-1,000

Company Stage

IPO

Headquarters

San Francisco, California

Founded

2009

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 6% to $197.3 million, beating estimates on August 6.
  • Consumer revenue grew 8% to $175.2 million, led by personal loans and deposits.
  • Trailing twelve-month adjusted free cash flow hit $141 million, enabling buybacks.

What critics are saying

  • SMB revenue fell 11% in Q2 2026 as organic search declines hit acquisition.
  • Insurance monetization disappointed after a major auto insurer pullback in Q1 2026.
  • Google and AI answer engines can erase NerdWallet's traffic-based affiliate economics.

What makes NerdWallet unique

  • NerdWallet combines credit cards, mortgages, loans, and insurance inside one consumer marketplace.
  • Its brand trust and expert content attract free traffic for high-intent financial searches.
  • Founder Tim Chen still anchors execution after the May 22, 2026 board refresh.

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Benefits

Health and wellness

Retirement support

True work-life balance

Career development

Employee resource groups

Employee engagement

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

0%

2 year growth

-5%
Yahoo Finance
Sep 9th, 2026
NerdWallet's Q2 revenue climbs 6% to $197M but profits plunge 48% amid marketing push

NerdWallet reported second-quarter results on 6 August showing revenue rose 6% year over year to $197.3 million, but GAAP net income fell 48% to $4.3 million and adjusted EBITDA dropped 31% to $23.1 million. Consumer revenue grew 8% to $175.2 million, driven by personal loans and deposit accounts. The profit decline stemmed from increased spending, with sales and marketing expenses jumping 14% to $145.4 million. Despite quarterly pressures, first-half net income tripled to $24.7 million whilst operating cash flow climbed to $76.9 million. The company raised third-quarter revenue guidance to $244 million to $260 million, up 17% year over year at the midpoint. NerdWallet also increased full-year adjusted EBITDA guidance to $131 million to $147 million.

Yahoo Finance
Aug 7th, 2026
NerdWallet hits record $141M free cash flow, up 100% YoY, Q3 revenue guided 17% higher

NerdWallet reported Q2 2026 revenue of $197 million, up 6% year-over-year. Consumer revenue rose 8% to $175 million, driven by personal loans and deposit accounts, whilst SMB revenue fell 11% to $22 million due to organic search declines. The company achieved record adjusted free cash flow of $141 million over the trailing 12 months, doubling year-over-year. Non-GAAP operating income reached $12 million at a 6% margin, exceeding guidance midpoint. NerdWallet repurchased $2 million of Class A shares in Q2, bringing total trailing 12-month buybacks to $160 million, reducing diluted share count by 14%. For Q3, the company expects revenue between $244 million and $260 million, representing 17% growth at the midpoint. Full-year non-GAAP operating income guidance was narrowed to $90-105 million whilst maintaining the previous midpoint.

Yahoo Finance
Aug 6th, 2026
NerdWallet beats Q2 revenue estimates with $197M, up 5.6% year-on-year

NerdWallet reported Q2 2026 revenue of $197.3 million, beating analyst estimates of $186.2 million by 6%. The financial guidance platform's sales grew 5.6% year on year. The company's GAAP profit of $0.07 per share met analyst expectations. Pre-tax profit reached $7.3 million, representing a 3.7% margin. Over the past five years, NerdWallet has grown revenue at a 24.3% compound annual growth rate. However, its two-year annualised revenue growth of 19.8% shows some deceleration from the longer-term trend. The stock traded flat at $8.90 immediately following the earnings announcement. NerdWallet's market capitalisation stands at $597.5 million. Founded in 2009, NerdWallet provides digital financial guidance to consumers and small businesses for credit cards, loans, insurance and other financial products.

RISMedia
Aug 6th, 2026
Zillow claims no impact from lawsuits, google initiative as portal posts 18% revenue growth.

Zillow claims no impact from lawsuits, google initiative as portal posts 18% revenue growth. The company also announced some leadership shifts ahead of a call with investors, and spent a lot of time touting its core products amidst industry upheaval. Reading Time: 4 mins read Zillow Group reported an 18% increase in second-quarter revenue Wednesday, topping its high-end forecast even as the online real estate giant posted a narrow net loss over the quarter, just one day after announcing 500 layoffs companywide. Start Your 30-day free Premier trial today - exclusive insights, no credit card needed! Enter your email to access RISMedia Daily News. Deborah Kearns is a freelance editor and writer with more than 15 years of experience covering real estate, mortgages and personal finance topics. Her work has appeared in The New York Times, Forbes Advisor, The Associated Press, MarketWatch, USA Today, MSN and HuffPost, among others. Deborah previously held editorial leadership and writing roles at NerdWallet, Bankrate, LendingTree and RE/MAX World Headquarters.

PR.com
Jul 10th, 2026
National financial publication NerdWallet features ERPS Group CEO Ella Rivkin as tax strategy expert.

National financial publication NerdWallet features ERPS Group CEO Ella Rivkin as tax strategy expert. Nationally recognized tax strategist and ERPS Group CEO Ella Rivkin has been featured in NerdWallet's latest small-business tax guide. The feature showcases her expertise in strategic tax planning and offers business owners practical advice on selecting the right tax professionals, maximizing tax savings, and building long-term financial success. Miami, FL, July 10, 2026 -( PR.com )- Recognized business advisor shares expert insights on strategic tax planning, helping small business owners make smarter financial decisions beyond tax season. Ella Rivkin, CEO of ERPS Group, nationally recognized tax strategist, USA Today GameChanger, 10X Certified Business Coach, and co-author alongside Brian Tracy and Richard Branson, has been featured as an expert source in NerdWallet's newly released guide, "A Guide to Small-Business Tax Services." The article provides practical guidance to entrepreneurs navigating today's increasingly complex tax environment and choosing the right financial professionals to support their businesses. In the guide, Rivkin explains one of the most common misconceptions among business owners: believing that having someone prepare their tax return automatically means they're receiving strategic tax planning. "There is a big difference between a professional who files your tax return and one who acts as a strategic advisor. While one keeps your records accurate, the other works to lower your tax bill throughout the year. Having the former doesn't mean you have the latter." For more than 27 years, Rivkin has helped business owners legally reduce taxes, improve cash flow, and build long-term wealth through proactive tax planning and business advisory services. Her inclusion in NerdWallet's latest business resource reflects the growing national demand for experienced professionals who go beyond tax preparation to help entrepreneurs make strategic financial decisions throughout the year. "Too many business owners only meet with their tax professional once a year," said Rivkin. "By then, many of the best planning opportunities are already gone. Tax planning should be proactive - not reactive. The right strategy doesn't just reduce taxes; it creates more cash flow, stronger businesses, and greater financial freedom." Throughout the article, Rivkin emphasizes that business owners should evaluate tax professionals based on the value they provide - not simply their credentials. She encourages entrepreneurs to look for advisors who communicate regularly, understand their business structure, and actively identify tax-saving opportunities year-round. Among the key insights Rivkin shares in the article are: A full-service accounting firm should provide far more than tax preparation - it should integrate bookkeeping, payroll, tax planning, financial strategy, and other essential business services under one roof. Business owners should view professional tax advice as an investment, because the right advisor can potentially save them significant amounts of money over time. Meeting with your tax advisor throughout the year - not only during tax season - creates more opportunities to reduce taxes and improve financial performance. Choosing a tax professional should be based on specialization, experience, and strategic guidance rather than title or credentials alone. "This feature reinforces something we've believed for years," Rivkin added. "Tax planning isn't just about compliance - it's about creating opportunities. Every dollar you legally save in taxes is another dollar you can invest back into your business, your family, and your future." The article also highlights several important signs that business owners may have outgrown DIY tax software, including business growth, multi-state operations, hiring employees, entity changes, and increasing financial complexity. As entrepreneurs continue to face evolving tax laws and economic uncertainty, Rivkin believes education and proactive planning have never been more important. Business owners can read the full NerdWallet article, "A Guide to Small-Business Tax Services," here: https://www.nerdwallet.com/business/taxes/learn/small-business-tax-services About Ella Rivkin Ella Rivkin is the CEO of ERPS Group, a nationally recognized business advisory firm specializing in strategic tax planning, accounting, CFO advisory, bookkeeping, payroll, and business consulting. With more than 27 years of experience, Ella has helped business owners across the United States legally reduce taxes, increase cash flow, and build lasting wealth. She is a USA Today GameChanger, a 10X Certified Business Coach, and a co-author alongside Brian Tracy and Richard Branson. Through ERPS Group, Ella is committed to helping entrepreneurs achieve personal, professional, and financial freedom. Learn more at www.ellarivkin.com. About ERPS Group ERPS Group is a full-service business advisory firm providing strategic tax planning, accounting, bookkeeping, payroll, CFO advisory, and financial consulting for entrepreneurs nationwide. The firm's proactive approach helps business owners keep more of what they earn while building stronger, more profitable businesses. Learn more at www.erpsgroup.com. Media Contact ERPS Group; Ella Rivkin (954) 255-3848 ERPS Group Ella Rivkin 954-255-3848 www.erpsgroup.com www.ellarivkin.com