SMB Account Executive (Fundera)

Fundera, at NerdWallet, 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 SMB Account Executive 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 Fundera sales process, including our entire product suite and basic qualifying material.
  • Jump on the phones and become a Fundera 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 Fundera 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.

You are:

We recognize not everyone will have all of these requirements. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.

  • Possess outstanding communication skills.
  • Have the ability to multi-task, prioritize, and autonomously manage your time.
  • Are comfortable and resilient in conversations with business owners from all walks of life.
  • Are 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 Phoenix, Arizona. 

What we offer:

Work hard, stay balanced (Life’s a series of balancing acts, eh?)

  • 100% paid premiums for medical, dental and vision for employees and their dependents
  • Rejuvenation Policy – Flexible Time Off + 12 holidays + Mental Health Days
  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
  • Mental health support through Ginger.io 
  • Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
  • Health and Dependent Care FSA and HSA with monthly NerdWallet contribution
  • Weekly Virtual Bootcamp, Yoga and Mindfulness Meditation sessions
  • Monthly Wellness Stipend and Cell Phone Stipend
  • WiFi stipend, work from home equipment stipend, and co-working space subsidy

Have some fun! (Nerds are fun, too)

  • Nerd-led group initiatives – Intramural Sports, Employee Resource Groups for Parents, Diversity, Equity, and Inclusion, Women, LGBTQIA, and other communities
  • Hackathons, Happy Hours and team bonding across all teams and departments
  • Company-wide events like Little Nerds Day (aka bring your kids to work day, even if you're remote!) and our annual Charity Auction 

Lifestyle (Be your best self - we’ll take care of the details)

  • Our Nerds love to make an impact by paying it forward – Donate to your favorite causes with a company match
  • Work from home equipment stipend and co-working space subsidy 
  • Commuting stipend and catered breakfast, lunch and onsite barista for SF based Nerds
  • Anniversary recognition program – choose from different items and experiences

Plan for your future (And when you retire on your island, remember the little people)

  • 401K with company match
  • Annual Enrichment Stipend for learning and development
  • Be the first to test and benefit from our new financial products and tools
  • Access to Rocket Lawyer for online legal support and resources 

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any characteristic protected by applicable federal, state or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#LI-MM1

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