Mid-Market Account Executive

NerdWallet; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health plans

Flexible vacation and 11 holidays

New Parent Leave

Mental health support

401K with company match

Job summary

NerdWallet Small Business is recruiting a Mid-Market Sales Representative in New York, NY. You will manage the sales process from outreach to closing, quickly learn our product suite, and confidently discuss loan options with business owners.

Ideal candidates have 1+ year of sales and 6+ months in funding. Expect a fast-paced environment, collaboration with lenders, and a 20% remote option after training.

Qualifications

• 1+ year of sales experience required.
• 6+ months of funding industry experience required.
• Experience in merchant cash advance (MCA) or small business lending.
• Proven ability to manage a sales pipeline with KPIs.
• Outstanding communication skills are essential.
• Ability to multitask, prioritize, and work independently.

Responsibilities

• Manage the entire sales process from first outreach to closing the deal.
• Learn NerdWallet Small Business sales process and product suite quickly.
• Speak confidently about loan options and help owners find fit options.
• Coordinate with lenders in NerdWallet Small Business network as liaison.
• Aim to meet and exceed monthly sales goals.

Skills

Sales experience

Funding industry experience

MCA / lending knowledge

Pipeline management

Communication skills

Time management

Job description

NerdWallet Small Business is the go-to financial resource for small businesses. We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations.

As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy.

The Mid-Market Sales Representative will manage a high volume of smaller funding opportunities with an accelerated sales cycle. Unlike our traditional sales roles, these deals are expected to close within 1–2 days, so we’re looking for candidates who thrive in a fast-paced environment and can quickly assess whether a deal is viable. If you’re interested in the position, here are a few things you’ll get to do and the qualifications that will make you successful in this role.

Where you can make an impact:

• Manage the entire sales process from handling initial outreach to closing the deal.

• Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.

• Jump on the phones and become a NerdWallet Small Business 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 NerdWallet Small Business 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.

Your experience:

• 1+ year of sales experience required.

• 6+ months of funding industry experience required.

• Experience within merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar funding environments.

• Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.

• Possess outstanding communication skills.

• Have the ability to multitask, prioritize, and autonomously manage your time.

• Comfortable and resilient in conversations with business owners from all walks of life.

• 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.

Where:

• This role will be based in New York, NY.

• We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.

• We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown

• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

• Mental health support

• Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests

• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)

• Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)

• Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

• Hackathons and team events across all teams and departments

• Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction

• Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with 4% company match

• Be the first to test and benefit from our new financial products and tools

• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar

• Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

• E-Verify Participation Poster (English+Spanish/Español)

• Right to Work Poster (English) /(Spanish/Español)

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