Manage the entire sales process from handling initial outreach to closing the deal.
Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.
Jump on the phones and become a NerdWallet 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 NerdWallet 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.

1+ year of sales experience required.
6+ months of funding industry experience required.
Experience within 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.

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.

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 NerdWallet 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 NerdLove (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

Mid-Market Sales Representative

Job Description