Account Executive • Senior

Who you are

You have 2-4 years of relatable sales experience, ideally in a financial services or small business context. You are a strong communicator who can confidently engage with small business owners and understand their financial needs. You thrive in a fast-paced environment and are motivated by achieving and exceeding sales goals. You have a customer-first mindset and are dedicated to providing the highest level of service to your clients. You are eager to learn and adapt quickly to new processes and products, becoming an expert in the Fundera sales process. You enjoy working collaboratively with lenders and small business owners to identify the best opportunities for funding.

What you'll do

In this role, you will manage the entire sales process from initial outreach to closing deals. You will dive into training to quickly learn the Fundera sales process, including our product suite and qualifying material. You will engage with small business owners over the phone, helping them navigate their financial options and find the best loan solutions for their needs. You will work closely with lenders in our network to identify opportunities and serve as a liaison between them and small business clients. Achieving and consistently exceeding your monthly sales goals will be a key focus of your role. You will also participate in ongoing training and development to enhance your sales skills and product knowledge.

What we offer

NerdWallet offers a supportive and collaborative work environment where you can make a significant impact on small businesses. You will have access to resources and training to help you succeed in your role. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives. Join us in helping entrepreneurs achieve their financial goals and grow their businesses.