SMB Account Executive (Fundera)

NerdWallet; Chicago (IL); On-site; USD 63,000 - 80,000; Full time

Job summary

Join a dynamic team at a forward-thinking company where you can make a significant impact as an SMB Account Executive. In this role, you'll manage the complete sales process, helping small businesses achieve their financial goals through tailored solutions. With a focus on collaboration and support, you'll work closely with both clients and lenders, ensuring a seamless experience from initial outreach to closing deals. This position offers a unique blend of in-person engagement and flexible remote work options, making it ideal for those who thrive in a fast-paced environment. Embrace the chance to grow your career while contributing to the success of entrepreneurs across the nation.

Benefits

Medical, dental, and vision health care plans

Vacation Time Off and Mental Health Days Off

Paid sabbatical

401K with company match

Monthly Wellness Stipend

Cell Phone Stipend

New Parent Leave

Disability and Life Insurance

Volunteer time off with company match

Employee Resource Groups

Qualifications

• 2-4 years of direct sales experience with proven performance.
• Outstanding communication and multi-tasking skills are essential.

Responsibilities

• Manage the entire sales process from outreach to closing deals.
• Work with lenders to identify opportunities for small businesses.

Skills

Direct sales experience

Communication skills

Pipeline management

Multi-tasking

Resilience in conversations

Adaptability

Job description

Fundera, at NerdWallet, 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.

Our SMB Account Executive will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards funding. 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 Fundera sales process, including our entire product suite and basic qualifying material.
• Jump on the phones and become a Fundera 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 Fundera 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:

We recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.

• 2-4 years of direct sales experience.
• Proven ability to effectively manage a pipeline with consistent performance against various KPI’s/sales metrics.
• Possess outstanding communication skills.
• Have the ability to multi-task, 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 Phoenix, Arizona.
• 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:

Pay Transparency

• Account Executive II - $63,000 On Target Earnings (Base + Commission)
• This role includes uncapped commission and tenure bonuses

Work Hard, Stay Balanced

• Industry-leading medical, dental, and vision health care plans for employees and their dependents
• Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off
• 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 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 and Cell Phone Stipend

Have Some Fun!

• 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

• 401K with 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

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.