Account Manager

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What Is Fundera?

Fundera is transforming the world of business finance by replacing old school loan brokers with a smart and intuitive online shopping experience. We’re a tech company first and a financial company second. But, most importantly, we’re fiercely mission-driven.


Entrepreneurs are the biggest job creators in our country. By building tools that make access to financing—one of the biggest challenges they do and will ever face—easier, we’re not only taking stress out of their day to day but enabling them to grow. They don’t say “it takes money to make money” for nothing.


We’re a team of experienced technology leaders, well-funded and backed by industry-leading investors who are hands on in helping us meet our lofty goals. While we’re a young company—launching in February 2014—we’ve grown substantially year over year since. We’re looking to continue this trajectory and need great people to get there.


Who are We Looking For?

An ambitious and motivated Account Manager who is passionate about helping small business owners and will provide the highest level of service to Fundera customers. You’ll nurture customers through every step of their business’s lifecycle, analyzing opportunities for refinancing and ensuring consistent renewals and retention.


Sound like you? Let’s meet.

As an Account Manager, You’ll...

  • Understand our lending products inside and out and identify opportunities for existing customers to refinance, upgrade, or take on additional credit to meet their financing needs.
  • Build and maintain meaningful, long-term relationships with Fundera’s customers.
  • Work closely with our Account Executives to ensure a seamless customer experience and identify potential up-sell and other collaboration opportunities.
  • Work with our supply-side lender network to find the best offer for a customer’s needs.
  • Achieve and consistently exceed monthly renewal goals.

You’ll Need to….

  • Have 2-5 years of sales or financial services experience.
  • Possess outstanding communication skills, an analytical mind, and competitive drive.
  • Have the ability to multi-task, prioritize, and autonomously manage your time.
  • Be comfortable and resilient in conversations with business owners from all walks of life.
  • 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.

What’s It Like to Work at Fundera?

  • We want people who elevate the game—and we’re willing to pay for it. We offer competitive salaries and meaningful equity.
  • We offer generous medical, dental, and vision insurance—you shouldn’t have to stress about your health.
  • Yes, your Fundera family is very important, but your’s at home matters most. That’s why we offer incredibly generous maternity and paternity leave.
  • 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
  • Our kitchen is full of a wide-variety of (mostly healthy) snacks to make sure you never go hungry. You can also always find coffee, seltzer, and more on tap to make sure you never go thirsty.
  • We sponsor bi-monthly catered lunches and company happy hours, and other events such as trivia, yoga, and visits to customers. It’s important to bring our team together as much as possible
  • Connect with coworkers who share similar interests and join one of our many “clubs” across the company. For example, check out the Women Who Work or the Foodies of Fundera. Want to start a club that doesn’t already exist? You got it.
  • Our cross-team “culture committee” makes sure our team’s happiness is always top-of-mind. The group implements a new project every quarter and committee members rotate every few months.
  • 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.
  • 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.
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FiDi is no longer so financial! Many tech startups are in the buildings surrounding ours and the neighborhood itself continues to transform!

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