Mid-Market Account Executive

NerdWallet; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Paid time off

New parent leave

401K with 4% match

Volunteer time off

Wellness stipend

Job summary

NerdWallet Small Business is seeking a Mid-Market Sales Representative to manage a high volume of smaller funding opportunities with an accelerated sales cycle. Based in New York, NY, this in-office role offers the chance to train quickly, learn the product suite, and work closely with lenders and small business owners to identify the best loan options while meeting ambitious monthly goals.

Remote work is allowed 20% of the time after training, with a strong focus on performance and

Qualifications

• 1+ year of sales experience required.
• 6+ months of funding industry experience required.
• Experience in MCA, small business lending, or related funding.
• Proven ability to manage a sales pipeline with KPIs.
• Excellent communication, time management, and multitasking.
• Comfortable in conversations with business owners; fast-paced inside sales.

Responsibilities

• Manage the entire sales process from outreach to closing.
• Learn NerdWallet Small Business product suite and qualifying material.
• Speak confidently about products and help owners find loan options.
• Collaborate with lenders to identify opportunities and liaison between lender and business owner.
• Achieve and exceed monthly sales goals.

Skills

Sales experience

Funding industry

Pipeline management

Communication skills

Multitasking

Inside sales

Tools

CRM software

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:

• 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)
• 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 .

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