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Mid-Market Account Executive

Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listing for: Doist
Remote/Work from Home position
Listed on 2026-08-02
Job specializations:
  • Sales
    Sales Representative, Sales Development Rep/SDR, Business Development, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

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.

The Mid-Market Sales Representative will manage a high volume of smaller funding opportunities with an accelerated sales cycle. Unlike our traditional sales roles, these deals are expected to close within 1-2 days, so we're looking for candidates who thrive in a fast-paced environment and can quickly assess whether a deal is viable. 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
  • 1+ year of sales experience required.
  • 6+ months of funding industry experience required.
  • Experience with in merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar funding environments.
  • 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
  • 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
    - Flexible Vacation Time Off + 11 holidays + holiday company shutdown
  • 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 after 5 years 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 (Only remote Nerds are eligible for the Wifi Stipend)
  • Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
  • 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 departments
  • Company-wide events like Nerd Love (employee appreciation) and our annual Charity Auction
  • Our Nerds love to make an impact by paying it forward
    - Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
  • Plan for your future (And when you retire on your island, remember the little people)
  • 401K with 4% company match
  • Be the first to test and benefit from our new financial products and tools
  • Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
  • Disability and Life Insurance with employer-paid premiums
  • If you are based in California, we encourage you to read this important information for California residents linked here.

Nerd Wallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit…

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