Account Executive - NerdWallet Small Business

About the role

Become a part of NerdWallet Small Business, where your mission will be to assist entrepreneurs in navigating their financial journeys. In this position, you will play a role in guiding small business owners through the funding landscape, ensuring they connect with the right lenders to support their growth objectives. Your contributions will not only enhance customer satisfaction but also drive economic progress in the community.

Key facts

What you'll do

• Oversee the complete sales cycle, from the initial outreach to finalizing deals.
• Quickly familiarize yourself with the NerdWallet Small Business sales methodology, product range, and qualification standards.
• Act as a subject matter expert, confidently articulating loan options to business owners.
• Work closely with a network of lenders to uncover opportunities, serving as a bridge between lenders and small business clients.
• Regularly achieve and surpass monthly sales goals.
• Maintain a sales pipeline, ensuring consistent follow-ups and engagement with potential clients.
• CRM tools to track interactions and manage customer relationships effectively.
• Participate in ongoing training and development sessions to enhance sales techniques and product knowledge.
• Collaborate with team members to share best practices and strategies for success.
• Provide feedback to improve the sales process and customer experience.
• Engage in networking events to build relationships and expand the client base.
• Stay informed about industry trends and competitor offerings to better serve clients.

Requirements

• A minimum of 3 months to 2 years of relevant sales experience, particularly in an Account Executive capacity.
• Proven track record of managing a sales pipeline and meeting or exceeding performance benchmarks.
• Strong verbal and written communication skills are essential.
• Ability to juggle multiple tasks, prioritize effectively, and work independently.
• Comfortable interacting with a diverse range of business owners, demonstrating resilience in challenging situations.
• Enjoys working in a dynamic inside sales environment.
• Quick to adapt to new challenges, including difficult conversations and complex inquiries.
• Receptive to constructive criticism and able to implement feedback promptly to enhance performance.

Nice to have

• Previous experience in financial services or lending environments.
• Familiarity with CRM software and sales tracking tools.
• A background in customer service or client relationship management.
• Knowledge of small business funding options and financial products.
• Bilingual abilities, particularly in Spanish, to better serve a diverse clientele.

Skills & tools

• Proficiency in CRM systems for managing sales processes and customer interactions.
• Strong analytical skills to assess client needs and recommend appropriate solutions.
• Excellent negotiation skills to facilitate successful deal closures.
• Familiarity with financial products and services relevant to small businesses.
• Capability to work collaboratively within a team-oriented environment.

Practical notes

• This position is primarily based in the Scottsdale, Arizona office, fostering teamwork and collaboration among colleagues.
• After completing a training period of approximately 4 to 6 months, you will have the option to work remotely for 20% of the month, as long as you meet performance expectations.
• Employee benefits include comprehensive medical, dental, and vision insurance, flexible vacation policies, 11 paid holidays plus a company-wide shutdown, parental leave, mental health resources, and a paid sabbatical after five years of service.
• Financial planning perks include a 401(k) plan with a 4% company match, access to innovative financial products, and unlimited consultations with a Certified Financial Planner.
• NerdWallet is committed to compliance and participates in E-Verify to ensure eligibility for employment.