Sales Manager (NY)

About the role

NerdWallet Small Business is committed to empowering entrepreneurs by providing tailored financial solutions that help them achieve their goals. As a Sales Manager in this division, you will be responsible for leading a dedicated sales team to meet and exceed sales targets. Your role involves strategic leadership, coaching, and collaboration across departments to ensure the growth and success of the business. You will mentor Account Executives, develop sales strategies, and contribute to a dynamic environment focused on delivering value to small business clients. This position offers an opportunity to influence the sales process directly and play a key role in expanding NerdWallet's presence in the small business financial solutions market.

Key facts

What you'll do

• Lead, manage, and inspire a team of 6 to 8 Account Executives, fostering a collaborative and motivated team environment that encourages high performance.
• Set clear, measurable performance expectations for your team members and ensure accountability through regular check-ins and performance reviews.
• Conduct ongoing coaching sessions to develop sales skills, improve techniques, and support career growth for Account Executives at varying experience levels.
• Organize and lead team meetings to communicate goals, share best practices, and motivate the team toward achieving sales targets.
• Monitor daily phone interactions and review sales pipelines to identify trends, bottlenecks, and opportunities for process improvements.
• Analyze sales data and performance metrics to inform strategic decisions, optimize sales tactics, and drive results in a data-driven environment.
• Encourage a culture of innovation by inviting team members to share new ideas, approaches, and creative solutions to challenges.
• Maintain a positive leadership presence during periods of change or organizational shifts, providing stability and guidance to your team.
• Collaborate with marketing, product, and customer support teams to align sales strategies with overall business objectives and ensure a seamless customer experience.
• Participate actively in the recruitment, onboarding, and training of new sales talent to build a strong, capable team.
• Lead or contribute to strategic projects beyond core sales activities, supporting broader business initiatives and growth plans.
• Track and report on team performance, providing insights and recommendations to senior management to inform decision-making.
• Foster a customer-centric approach within your team, emphasizing the importance of understanding client needs and delivering tailored solutions.
• Stay informed about industry trends, competitors, and market developments to keep the sales team competitive and innovative.
• Support the development and refinement of sales processes, tools, and resources to improve efficiency and effectiveness.
• Ensure compliance with company policies and relevant regulations, maintaining high ethical standards in all sales activities.
• Promote a culture of continuous learning and professional development within the team to enhance skills and knowledge.
• Manage and resolve escalated client issues or concerns, ensuring customer satisfaction and retention.

Requirements

• At least 2 years of experience managing a team of 4 or more Account Executives in a sales environment.
• Proven track record of success in sales roles with quotas, demonstrating the ability to meet or exceed targets.
• Demonstrated ability to coach, mentor, and develop Account Executives, including those with varying levels of experience.
• Experience working in high-volume, transactional outbound sales settings, with a focus on outbound prospecting and lead generation.
• Strong analytical skills, with the ability to interpret performance data and make strategic adjustments.
• Excellent written and verbal communication skills, capable of providing clear guidance and constructive feedback.
• Ability to collaborate effectively across departments, building strong cross-functional relationships.
• Problem-solving mindset, adaptable to changing priorities and business needs.
• Proficiency with CRM platforms, with Salesforce experience preferred.
• Strong organizational skills and attention to detail to manage multiple priorities effectively.
• Ability to motivate and inspire a team, fostering a positive and results-oriented environment.
• Knowledge of sales methodologies and best practices in a fast-paced environment.
• High level of integrity and professionalism, with a focus on ethical sales practices.
• Capable of working independently and taking initiative to drive results.

Nice to have

• Experience in FinTech, SMB, or lending sectors.
• Familiarity with financial products and services tailored for small businesses.
• Prior experience working in a startup or rapidly growing company environment.

Skills & tools

• Salesforce (preferred)
• CRM platforms

Practical notes

• This is an on-site role in New York.
• NerdWallet offers comprehensive benefits, including medical, dental, and vision plans, flexible vacation, 11 holidays plus company shutdown, and new parent leave.
• The company provides mental health support and a sabbatical after five years of employment.
• Financial benefits include a 401K plan with a 4% company match, access to a Certified Financial Planner, and disability/life insurance.
• Additional perks include a monthly wellness stipend, a cell phone stipend, and opportunities for volunteer time off with company matching contributions.
• NerdWallet participates in the E-Verify program, ensuring compliance with employment verification requirements.