Account Executive, Re-Engagement - NerdWallet Small Business

Who you are

You have a proven ability to manage a sales pipeline and consistently hit KPIs and sales metrics. Your experience includes re-engaging aged data, dormant clients, or past accounts, demonstrating your capability to connect with customers effectively. Strong communication skills are essential for this role, as you will need to connect with small business owners and educate them on lending solutions. You approach sales with a customer service-driven mindset, listening first and recommending second, ensuring that you understand the unique needs of each client. You thrive in collaborative environments, sharing wins, strategies, and insights with team members and leadership.

What you'll do

As an Account Executive at NerdWallet Small Business, you will be essential in providing the highest level of service to our small business customers. Your primary responsibility will be to re-engage aged leads and past clients, uncovering fresh opportunities and guiding them toward funding. You will take a customer service-driven approach to sales, listening to clients' needs and recommending tailored solutions based on their unique circumstances. Maintaining a healthy and active pipeline while hitting and exceeding KPI goals will be crucial to your success in this role. You will collaborate with team members and leadership to share insights and strategies that enhance the overall customer experience and drive business growth.

What we offer

NerdWallet offers a dynamic work environment where you can make a significant impact on small businesses' financial success. You will have the opportunity to work with a team that values collaboration and innovation, contributing to a mission that helps entrepreneurs achieve their financial goals. We encourage you to apply even if your experience doesn't match every requirement, as we believe diverse perspectives lead to better outcomes.