Account Manager, Direct-to-Bank Sales

| Greater NYC Area
Here’s the thing—we hate traditional job descriptions. In our experience, they’re a terrible representation of what a job really entails and never paint a true picture of what it’s like to work at an organization.
That’s why, at Fundera, we do things differently. Instead of presenting you with some run-of-the-mill job description, we offer potential candidates our Job Spotlights. This gives us a chance to tell you the story of us, why you should work here, and what the role is really like.
Who’s Fundera and Why Should I Care?
Fundera 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 eligibilityhelping them prosper, create more jobs, and, ultimately, grow the economy.
Armed with one of the most experienced and passionate leadership teams in the business and backed by the industry’s leading investors, we’ve made a big impact on Main Street in just a short amount of time (Fundera launched in 2014 and has helped 35,000+ small businesses find their best financial solutions and secure over $1 billion in funding).
We’re experiencing massive growth year over year, and our impact on America’s job creators grows with us. We’re looking to further our impact and need incredible, ambitious, mission-oriented people to get there.
If you want to make a difference, if you want to create a workplace and life you love, and if you want to learn more and grow faster than you will at any other point in your career, you should keep reading.
What Is It Like to Work Here?
The easiest way to answer this is to check out our great rating on Glassdoor, take a deep dive into a few of our employee profiles, or look into some of our recent awards, like Crain’s Best Places to Work. Also, don’t forget to peep our Instagram.
For more detail, though, here are a few of our favorite things:
1. We want people who elevate the game - and offer meaningful equity in our fast-growing company to compensate for top performers.
2. We offer generous medical, dental, and vision insurance—you shouldn’t have to stress about your health. (And less stress makes you healthier, right?!)
3. Yes, your Fundera family is very important, but yours at home matters most. That’s why we offer incredibly generous maternity and paternity leave, have a family-friendly office, and love nothing more than seeing our Fundera kiddos at company events and socials.
4. Everybody needs a little R&R—but we want our team to have more than just a little. You’ll get flexible PTO and we mean legitimately flexible PTO.
5. We sponsor regular catered lunches with really cool speakers (like the founders of Birchbox, CityRow, and Percolate). We also regularly host company happy hours, and other events such as employee-led trivia and visits to customers. It’s important to bring our team together as much as possible.
6. Transparency is what our product is built on—and so is our culture. Whether that means regular all-hands meetings, board decks circulated every month, or a highly-accessible leadership team, we’re all stakeholders in this company and never forget that.
Ultimately, at Fundera, you get to come to work with a group of supportive, talented, ambitious individuals who will teach you something new every day, whilst building a product that will truly and actually change the lives of America’s small businesses and job creators. We think it’s pretty cool, and think you will, too.
Is This Role Right for Me?
Our Account Manager, Direct-to-Bank Sales will be the key player managing small business owner relationships and helping prepare their loan applications for Fundera’s bank partners. If you’re interested in the position, here are a few things you’ll get to do and the qualifications we think will make someone most successful in this role.

As our Account Manager, Direct-to-Bank Sales, You’ll Get to...

  • Be a coach for small business owners seeking bank loans, while guiding them through the SBA (Small Business Administration) funding process.
  • Liaise with bank lender partners and internal stakeholders, including Sales, Operations and Product, to provide strategic insights and improve the bank lending operation and optimize across Product & Process for frictionless bank fundings.
  • Manage & maintain Fundera’s SBA pipeline to ensure high velocity and an efficient funding process for customers.
  • Be a trusted resource internally to the Fundera sales team to demonstrate deep understanding of the bank loan process.
  • Audit borrower applications and documents to ensure completeness and compliance with bank requirements.

We’re Looking for People Who Have...

  • Are master communicators and can build rapport with customers, bank partners, and internal team members early and often.
  • Have a high level of attention to detail, and understand that the little things matter.
  • Are organized and can effectively prioritize multiple customers’ requests at once.
  • Have the ability to utilize resources, such as existing bank lenders, lending guides, and team members to get answers to tough questions.
  • Are intellectually curious, and show interest in understanding the “why” behind bank requirements and business processes, in order to make suggestions for continuous improvement.
  • Are able to work quickly and understand the intricacies of lender processes, moving with urgency to get customers funded as quickly as possible.
  • Have 1+ years of client-facing experience through sales, account management, or lending/credit roles; experience with banking or lending is a plus.
  • Are proficient with Microsoft Office and Google Apps

What Will I Get Out of the Role?
You’ll grow to become a trusted relationship manager for small business owners throughout the United States, while learning the intricacies of bank lending, and requirements of our lender partners. You’ll also find opportunities to provide strategic insights to the Fundera Product, Operations, and Sales organizations to increase process efficiencies and improve our bank platform. 
What Should I Do If I’m Interested?
If working at Fundera gets you excited, we want to hear from you, regardless whether you think this role is a fit. If you think you’ve got the related experience, apply here to be our Account Manager, Direct-to-Bank Sales.
DISCLAIMER: Fundera does not accept unsolicited resumes from recruiters. Fundera is not responsible for fees from recruiters or other agencies except pursuant to written agreements with Fundera and authorization access granted on a per job basis through the use of Fundera’s agency portal link.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • RubyLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • figmaDesign
    • fullstoryDesign
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM

Location

FiDi is no longer so financial! Many tech startups are in the buildings surrounding ours and the neighborhood itself continues to transform!

An Insider's view of Fundera

How does your team reward individual success?

Fundera does a great job at rewarding and recognizing employees for their contributions to the company and success in their individual roles. This quarter alone, I received a trophy at our company-wide meeting, an all-expense paid vacation and went to a top performers dinner with Fundera's leadership team.

Nate

Manager, Sales Enablement

What's the biggest problem your team is solving?

We have an interesting challenge of marrying small business data with a qualitative view of who small business owners are and what they want. Our team is passionately invested in helping as many small business owners meet their goals possible, and it is a fun exercise to make sure we’re working on what is going to make the biggest impact.

Mark

Product

What are some things you learned at the company?

In addition to scheduling educational seminars and providing a budget to take outside courses, Fundera supports career growth by trusting its employees to take on new responsibilities and to do them well. An environment which emphasizes teamwork and leadership gives me the chance to learn from other leaders around me and to be a leader myself.

Gabrielle

Business Operations Analyst

How do your team's ideas influence the company's direction?

Often, our own research influences product choices or sales enablement. It’s cool to think about how each department shares their expertise and understanding of our customers. What I think is particularly interesting about my team in terms of influencing direction is that I don’t think any of us realized how much Content would do for our business!

Meredith

VP of Marketing

What are some social events your company does?

We work hard but we also keep the FUN in Fundera! In addition to our yearly awards ceremony, the Fundies, annual holiday party and summer outing, Fundera employees have bonded over trivia nights (complete with fun prizes), epic game nights, sports leagues, happy hours and celebrating some fun “holidays” including national donut and pretzel days.

Christine

Office Manager

What are Fundera Perks + Benefits

Fundera Benefits Overview

Fundera offers great comprehensive healthcare plans, all of the coffee and snacks you could dream of, an open and relaxed work environment, and a LOT of fun people to spend each day with!

Culture
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Mean gender pay gap below 10%
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Team workouts
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
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