Account Executive, Re-Engagement - NerdWallet Small Business

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 – Re-Engagement will be essential in providing the highest level of service to our small business customers by re-engaging aged leads and past clients, uncovering fresh opportunities, and guiding them toward 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.

• Re-engage aged leads and past clients with professionalism, empathy, and energy.

• Take a customer service–driven approach to sales—listening first, recommending second.

• Educate small business owners on lending solutions and guide them through the next steps.

• Ask the right questions to uncover needs—even if it means going beyond the script.

• Maintain a healthy, active pipeline while hitting and exceeding KPI goals.

• Collaborate with team members and leadership to share wins, strategies, and insights.

• Proven ability to manage a pipeline and consistently hit KPIs/sales metrics.

• Experience re-engaging aged data, dormant clients, or past accounts.

• Strong communication skills—you can connect with business owners from every walk of life.

• Consultative sales mindset—focused on solving problems, not just selling a product.

• Comfort navigating fast-paced, inside sales environments with shifting priorities.

• Resilience, resourcefulness, and the ability to think on your feet.

• Coachability—you welcome feedback and put it into action immediately.

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 – Vacation Time Off + 11 holidays + 4 Mental Health Days Off

• 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 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 Commuting stipend

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 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.

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 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:

1. E-Verify Participation Poster (English+Spanish/Español)

2. Right to Work Poster (English) / (Spanish/Español)

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