Mid-Market Account Executive

NerdWallet
New York
Workplace: RemoteFull timeUSD 50,000 - 80,000 annuallyFunction: SalesExperience: 1+ yearsSkills: ["Communication","Multitasking","Pipeline management","Autonomous time management","Resilience"]

Manage the full sales process for high-volume mid-market funding opportunities with a fast 1–2 day sales cycle. Quickly learn the NerdWallet Small Business process and product suite, take calls with business owners, and confidently explain loan options. Coordinate with lenders in the NerdWallet Small Business network, serve as the liaison, and consistently exceed monthly sales goals using strong pipeline management and KPI-driven performance.

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FursaFursa
NerdWallet
NerdWallet
1 day ago

Mid-Market Account Executive

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Manage the full sales process for high-volume mid-market funding opportunities with a fast 1–2 day sales cycle. Quickly learn the NerdWallet Small Business process and product suite, take calls with business owners, and confidently explain loan options. Coordinate with lenders in the NerdWallet Small Business network, serve as the liaison, and consistently exceed monthly sales goals using strong pipeline management and KPI-driven performance.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Manage the entire sales process from initial outreach through closing.
  • •Complete training quickly and learn the NerdWallet Small Business sales process and product suite.
  • •Take calls and help business owners identify the best loan options for their business.
  • •Collaborate with lenders in the NerdWallet Small Business network and act as liaison between lenders and business owners.
  • •Achieve and consistently exceed monthly sales goals.

Pay and Benefits

Salary: USD 50,000 - 80,000 annually
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •1+ year of sales experience required.
  • •6+ months of funding industry experience required.
  • •Experience with merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar environments.
  • •Proven ability to manage a pipeline and perform against KPIs/sales metrics.
  • •Outstanding communication skills and the ability to multitask, prioritize, and work autonomously.
Experience:1+ yearsFundingMerchant cash advanceSmall business lendingBusiness financingCommercial lending
Skills:CommunicationMultitaskingPipeline managementAutonomous time managementResilience

Company Brief

NerdWallet
NerdWallet provides personal finance guidance, comparison tools, and financial product recommendations (credit cards, mortgages, insurance, loans) to help consumers and small businesses make informed money decisions via content, calculators, and advisory services.
Industry: Publishing
Company Size: Large (251 to 1,000 employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2009
Glassdoor
Glassdoor: 3.5
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