Project Manager, Sales Revenue - SMB; Fundera NYC

Fundera, at Nerd Wallet, 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.

We are looking for an experienced and driven Sr. Project Manager, Sales Revenue to oversee and coordinate key initiatives within our SMB sales organization to help drive efficiency and performance.

This Project Manager, Sales Revenue plays a critical role on the SMB team, leading multiple projects from inception through. In this role you will work closely with stakeholders throughout projects to ensure that key milestones and deliverables are met on time and with quality output. You will leverage your expert communication skills to frequently inform stakeholders and Sales Leadership of project status and to advise on potential risk and mitigation strategies.

You will analyze project outcomes to proactively look for new ways to optimize and improve team efficiency.

• Project Planning: Lead project from start to finishing, working directly with Sales leadership to define project scope, timeline, milestones, and deliverables in alignment with sales goals.

• Drive Collaboration and Accountability
  :
  Collaborate with sales leadership, business development, marketing, product, and operations teams to ensure projects continue to drive forward to meet defined business objectives. Communicate frequently with stakeholders to manage expectations throughout project life cycles.

• Sales Process Improvement: Work with Sales Operations to Identify bottlenecks in the sales process and propose strategies for improvement.

• Data & Performance Tracking: Monitor project KPIs and provide regular updates on progress, risks, and results. Analyze project outcomes and recommend strategies for continuous improvement. Work with sales operations to optimize CRM usage, reporting, and forecasting tools to measure initiatives

• Resource & Budget Management: Manage project budgets, allocate resources effectively, and ensure projects are delivered on time and within scope.

• Bachelor’s degree in Business, Marketing, or a related field

• 3–5 years of project management experience, preferably within a sales or commercial environment

• Strong understanding of sales operations, CRM systems (e.g., Salesforce), and sales analytics

• Excellent organizational and multitasking abilities with a focus on detail and accuracy

• Proven ability to lead cross-functional teams and drive results under tight deadlines

• Strong written and verbal communication skills

• Experience with project planning software

Preferred Qualifications:

• Proven proficiency in using project management software (e.g., Jira,ana) to manage complex projects, track dependencies, and report on key performance indicators (KPIs)

• This role will work out of our NYC office.

• We believe great work can be done anywhere. No matter where you are based, Nerd Wallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Vacation Time Off + 11 holidays

• 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 Nerd Wallet contribution

• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend

• Work from home equipment stipend and co-working space subsidy

Have Some Fun! (Nerds are fun, too)

• 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…