NerdWallet
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Consumer Web • Fintech • Insurance • Financial Services
Manage full sales cycle for NerdWallet Small Business: qualify leads, communicate product options, liaise with lender partners, hit monthly sales goals, and operate on a fast-paced inside-sales floor while autonomously managing pipeline and KPIs.
Consumer Web • Fintech • Insurance • Financial Services
Manage the full sales cycle for NerdWallet Small Business: qualify leads, educate owners on loan options, liaise with lender partners, hit monthly sales goals, and close deals while maintaining strong pipeline metrics.
Consumer Web • Fintech • Insurance • Financial Services
Manage end-to-end inside sales for small-business funding with accelerated 1-2 day deal cycles. Qualify leads, handle outreach and phone conversations, match borrowers with lenders, maintain pipeline and KPIs, and consistently meet monthly sales targets while learning product and collaborating with lender partners.
