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Account Executive - NerdWallet Small Business

Job in New York, New York County, New York, 10261, USA
Listing for: Namely
Full Time position
Listed on 2026-09-25
Job specializations:
  • Sales
    Sales Representative, Sales Development Rep/SDR, Business Development, B2B Sales
Salary/Wage Range or Industry Benchmark: 52000 - 90000 USD Yearly USD 52000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: New York

Nerd Wallet Small Business 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 Account Executive-SMB 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 Nerd Wallet Small Business sales process, including our entire product suite and basic qualifying material.
  • Jump on the phones and become a Nerd Wallet Small Business 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 Nerd Wallet Small Business 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:
  • Account Executive: 3 months to 2 years relatable sales experience
  • Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.
  • Possess outstanding communication skills.
  • Have the ability to multitask, 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 New York, NY.
  • 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: $26.45 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $75,000/year total in base + bonus if meeting attendance and performance expectations.
  • Sr. Account Executive: $28.85 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $85,000/year total in base + bonus if meeting attendance and performance expectations.
  • This role is also eligible for a Monthly Bonus with a potential for uncapped commission, sales milestone bonuses (starting at $2,000) and eligibility for sales contests and other sales incentive compensation offered in the Company's discretion

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…
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