--- title: 'Account Executive - NerdWallet Small Business at NerdWallet' canonical: 'https://feeny.ai/job/account-executive-nerdwallet-small-business-nerdwallet-new-york-52hwjfxchjhv' type: 'job' last_seen: '2026-09-11' --- # Account Executive - NerdWallet Small Business at NerdWallet - **Company:** NerdWallet - **Location:** New York, NY - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-09-09 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.ashbyhq.com/nerdwallet/b0610f06-be2d-49d3-9265-981bf0d20b3b ## Job description NerdWallet 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. Our Account Executive-SMB 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 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. Your experience: - Account Executive: 3 months to 2 years relatable sales experience - 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: Pay Transparency - Account Executive: $26.45 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $75,000/year total in base + bonus if meeting attendance and performance expectations. - Sr. Account Executive: $28.85 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $85,000/year total in base + bonus if meeting attendance and performance expectations. - This role is also eligible for a Monthly Bonus with a potential for uncapped commission, sales milestone bonuses (starting at $2,000) and eligibility for sales contests and other sales incentive compensation offered in the Company's discretion 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 If you are based in California, we encourage you to read this important information for California residents linked[here](https://www.nerdwallet.com/privacy-policy). NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment. NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this[notice](https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf), as well as the Los Angeles Fair Chance Act, which requires this[notice](https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf). NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see: - E-Verify Participation Posterhttps://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) - Right to Work Posterhttps://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf /https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf #LI-Onsite ## About NerdWallet ## Company Overview - **One-liner**: NerdWallet is a personal finance platform that provides tools, reviews, and educational content to help consumers make informed decisions about credit cards, banking, mortgages, insurance, investing, and other financial products. - **Entity Type**: Public (NASDAQ: NRDS) - **Headquarters**: San Francisco, California, United States - **Founded**: 2009 - **Founders**: Tim Chen, Jacob Gibson ## Core Business - **Primary industry/industries**: Personal Finance, Financial Services, Fintech, Consumer Software - **Target customers**: B2C (consumers of all income levels seeking to manage money, build credit, save, invest, and borrow); B2B partners (banks, credit unions, insurance carriers, and other financial institutions that pay for customer leads and advertising) - **Mission or purpose statement**: To provide clarity around money matters and help people make smarter financial decisions. ## Products & Services - **Credit Card & Banking Recommendations**: Comparison engine that reviews and ranks credit cards, high-yield savings accounts, and checking accounts. - **Mortgage & Lending Marketplace**: Tools to compare mortgage rates, personal loan offers, and student loan refinancing options. - **Insurance Comparison**: Platform for comparing auto, home, life, and renters insurance quotes. - **NerdWallet Cash Account**: A high-yield savings/investing product offering a competitive APY (currently 3.9% APY) through Atomic Brokerage. - **Credit Score Monitoring & Education**: Free credit score tracking, personalized tips, and financial health resources. - **Small Business Tools**: Guides and comparison tools for small-business financing, credit cards, and banking. - **Mobile App**: iOS and Android app (4.8 stars, 100k downloads) for tracking net worth, budgeting, and managing finances on the go. - **NerdWallet Editorial & Educational Content**: A library of 15,000+ articles, guides, and expert reviews covering personal finance topics. ## Market Standing - **Valuation/Market Cap**: Market Cap ~$750M (as of mid-2026, based on stock price ~$11.32 and 65M shares outstanding) - **Key Metric**: Annual Revenue of **$836.6M** (FY2025 reported) - **Total Funding**: $238.8M prior to IPO, plus $131M Post-IPO equity raise - **IPO Date**: November 4, 2021 - **Notable Investors/Partners**: Camelot Financial Capital Management (lead Series A), plus partnerships with hundreds of financial institutions (banks, insurers, lenders) including major names like Capital One, Chase, and others. - **Growth Signals**: - 10M+ app downloads and 7M+ monthly active users. - Revenue of $836.6M reflects significant scale. - Remote-first workforce across 17 countries. - Named a 2024-2025 "Best Company to Work For" by U.S. News & World Report. - Expanded into Canada and UK with localized content. ## Competitive Advantages - **Trusted Brand & Content Moat**: 15,000+ pieces of expert-reviewed financial content and a high-traffic organic presence. High trust scores (4.8 stars on app stores, 5-star ratings in multiple product categories). - **Revenue Model Breadth**: Diversified across affiliate marketing (lead generation for credit cards, loans, insurance), advertising, and its own Cash Account product. - **Data & Personalization**: Uses aggregate financial data to tailor product recommendations, improving conversion rates and user stickiness. - **Scale & Reach**: 10M+ monthly active users and partnerships with 100+ financial experts create a flywheel of content and user acquisition. ## Strategic Focus - **Mobile & App Growth**: Building the app as the primary engagement hub (net worth tracking, savings, investing). - **AI & Personalization**: Investing in AI-driven recommendations and personalized financial guidance (currently hiring a Senior PM for AI Growth). - **Expansion into Adjacent Verticals**: Deepening small business offerings and insurance marketplace. - **International Expansion**: Ongoing buildout of content and partnerships in Canada and the UK. - **Product Diversification**: Launching and scaling proprietary products like the Cash Account (3.9% APY) to reduce reliance on third-party affiliate fees. ## Why Work Here - **Culture & Values**: Emphasizes "candor, respect, humility, and curiosity." Employees report high levels of cross-functional collaboration and a "consumer-first" mission. - **Remote-First**: The company has transitioned to a remote-first workplace; most roles are fully remote from anywhere in the U.S. (offices still exist in San Francisco, New York, and the UK). - **Work-Life Balance**: Rated 4.3/5 on work-life balance by employees. Company-wide mental health days, generous parental leave, and flexible scheduling. - **Compensation & Perks**: Competitive health insurance for employee + family, mental health support, retirement plans, and an emphasis on employee growth/empowerment. - **Engineering & Data Focus**: Strong engineering culture (120 technical staff). Opportunities to work on massive data sets (credit card products, personal finance data) and shape AI-driven features. - **Employee Reviews (Glassdoor-style)**: Overall 3.5/5.0 on employer rating (Culture: 3.9, Compensation: 3.9, Career: 3.2) — positive sentiment around mission and flexibility, moderate on career advancement pace. - **Diversity & Inclusion**: Active DEI programs, inclusive environment, and commitment to employee belonging (per careers page). - **Current Openings**: ~20+ active roles including: Staff Data Scientist, Senior IT System Administrator, Staff Data Product Manager, Senior PM (AI Growth), Staff Software Engineer, Senior Engineering Manager, and more. ## Sources 1. [NerdWallet Official Site](https://www.nerdwallet.com/) 2. [NerdWallet Careers Page](https://www.nerdwallet.com/careers) 3. [NerdWallet Jobs (Ashby)](https://jobs.ashbyhq.com/nerdwallet?embed=js&locationId=0b9f774b-79d1-400a-b374-c228816c97ee) 4. [LinkedIn Company Profile](https://www.linkedin.com/company/nerdwallet) 5. 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