Project Manager, Sales Revenue - NerdWallet Small Business (NY)

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.

We are looking for an experienced and driven Project Manager, Sales Revenue to oversee and coordinate key initiatives within our SMB sales organization to help drive efficiency and performance.

This Project Manager, Sales Revenue plays a critical role on the SMB team, leading multiple projects from inception through execution. In this role, you will work closely with stakeholders throughout projects to ensure that key milestones and deliverables are met on time and with quality output. You will leverage your expert communication skills to frequently inform stakeholders and Sales Leadership of project status and to advise on potential risk and mitigation strategies. You will analyze project outcomes to proactively look for new ways to optimize and improve team efficiency.

• Project Planning: Lead project from start to finishing, working directly with Sales leadership to define project scope, timeline, milestones, and deliverables in alignment with sales goals.

• Drive Collaboration and Accountability: Collaborate with sales leadership, business development, marketing, product, and operations teams to ensure projects continue to drive forward to meet defined business objectives. Communicate frequently with stakeholders to manage expectations throughout project lifecycles.

• Sales Process Improvement: Work with Sales Operations to Identify bottlenecks in the sales process and propose strategies for improvement.

• Data & Performance Tracking: Monitor project KPIs and provide regular updates on progress, risks, and results. Analyze project outcomes and recommend strategies for continuous improvement. Work with sales operations to optimize CRM usage, reporting, and forecasting tools to measure initiatives.

• Resource & Budget Management: Manage project budgets, allocate resources effectively, and ensure projects are delivered on time and within scope.

• Bachelor’s degree in Business, Marketing, or a related field

• 3–5 years of project management experience, preferably within a sales or commercial environment

• Strong understanding of sales operations, CRM systems (e.g., Salesforce), and sales analytics

• Excellent organizational and multitasking abilities with a focus on detail and accuracy

• Proven ability to lead cross-functional teams and drive results under tight deadlines

• Strong written and verbal communication skills

• Experience with project planning software

Preferred Qualifications:

• Proven proficiency in using project management software (e.g., Jira, Asana) to manage complex projects, track dependencies, and report on key performance indicators (KPIs)

• This role will be based in our New York, NY office.

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.

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, as well as the Los Angeles Fair Chance Act, which requires this notice.

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 Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español) 

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