{"jobs":[{"id":"96d94df7-b766-4e8c-b8f9-33e1ee7168ad","title":"Licensed Insurance Sales Agent","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-06-05T23:01:53.943+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/96d94df7-b766-4e8c-b8f9-33e1ee7168ad","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/96d94df7-b766-4e8c-b8f9-33e1ee7168ad/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">NerdWallet is excited to introduce <strong>NerdWallet Insurance Experts</strong>—a brand-new segment of NerdWallet designed to help consumers make the smartest choices with their money by simplifying insurance shopping. As <strong>NerdWallet’s Property &amp; Casualty insurance agency</strong>, we focus exclusively on personal lines products. As a Licensed Insurance Agent, you’ll play a key role in this launch by guiding customers through quoting, comparing, and binding <strong>Home, Auto, Umbrella, and Flood</strong> insurance from our network of trusted carrier partners.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">Unlike traditional sales roles, you’ll engage daily with a <strong>steady flow of high-intent inbound leads generated by NerdWallet</strong>, empowering you to focus on building relationships and delivering value. This is your opportunity to get in on the ground floor of a growing team and make an impact early.</p><p style=\"min-height:1.5em\"></p><h1>Where you can make an impact:</h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Conduct client assessments to evaluate insurance needs and potential risk</p></li><li><p style=\"min-height:1.5em\">Meeting/Exceeding Sales goals by Policy Premium </p></li><li><p style=\"min-height:1.5em\">Recommend appropriate products including auto, home, life, and health insurance</p></li><li><p style=\"min-height:1.5em\">Clearly explain policy terms, coverage, and pricing</p></li><li><p style=\"min-height:1.5em\">Prepare and submit insurance applications and related documentation</p></li><li><p style=\"min-height:1.5em\">Manage policy renewals and support clients through the claims process</p></li><li><p style=\"min-height:1.5em\">Stay informed on current products, compliance requirements, and industry updates</p></li><li><p style=\"min-height:1.5em\">Build strong client relationships and contribute to revenue growth</p></li><li><p style=\"min-height:1.5em\">Meet or exceed sales targets and maintain high client retention</p></li><li><p style=\"min-height:1.5em\">Ensure accurate documentation and timely processing of applications</p></li><li><p style=\"min-height:1.5em\">Report on sales performance and relevant metrics</p></li></ul><p style=\"min-height:1.5em\"><strong>Day-to-day activities include:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Client consultations and quoting</p></li><li><p style=\"min-height:1.5em\">Policy comparisons and application processing</p></li><li><p style=\"min-height:1.5em\">Lead follow-ups, policy renewals, and claims support</p></li><li><p style=\"min-height:1.5em\">Compliance with licensing and industry standards</p></li><li><p style=\"min-height:1.5em\">Ongoing training and product knowledge development</p></li></ul><h1>Your experience:</h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Active Property and Casualty Insurance License</p></li><li><p style=\"min-height:1.5em\">Minimum of 1 year experience as a P&amp;C insurance agent; 3-5+ years for Level II agent </p></li><li><p style=\"min-height:1.5em\">High school diploma or equivalent </p></li><li><p style=\"min-height:1.5em\">Familiarity with personal lines insurance carriers and their underwriting processes</p></li><li><p style=\"min-height:1.5em\">Independent agency (or similar) background in personal lines, with demonstrated success quoting/binding across a multi-carrier marketplace required for Level II agent, preferred for Level I </p></li><li><p style=\"min-height:1.5em\">Proficiency in CRM tools, email platforms, and quoting software</p></li><li><p style=\"min-height:1.5em\">Experience quoting, selling, and servicing personal lines insurance products</p></li><li><p style=\"min-height:1.5em\">Understanding of relevant insurance products and regulations</p></li></ul><p style=\"min-height:1.5em\"><strong>Key Skills</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Strong written and verbal communication</p></li><li><p style=\"min-height:1.5em\">Customer service and relationship-building</p></li><li><p style=\"min-height:1.5em\">Sales acumen and persuasive abilities</p></li><li><p style=\"min-height:1.5em\">Strong organizational skills and attention to detail</p></li><li><p style=\"min-height:1.5em\">Problem-solving and claims resolution</p></li></ul><p style=\"min-height:1.5em\"><strong>Preferred Qualifications</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Previous experience in sales or customer service</p></li></ul><h1>Where:</h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1>What We Offer:</h1><p style=\"min-height:1.5em\"><strong>Pay Transparency</strong></p><p style=\"min-height:1.5em\">This is a <strong>non-exempt, hourly role</strong> with additional<strong> uncapped commission-based earnings</strong>. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions. </p><p style=\"min-height:1.5em\"><em>Final leveling will be determined by the hiring manager based on experience.</em></p><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul>","descriptionPlain":"At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.\n\n\n\nNerdWallet is excited to introduce NerdWallet Insurance Experts—a brand-new segment of NerdWallet designed to help consumers make the smartest choices with their money by simplifying insurance shopping. As NerdWallet’s Property & Casualty insurance agency, we focus exclusively on personal lines products. As a Licensed Insurance Agent, you’ll play a key role in this launch by guiding customers through quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance from our network of trusted carrier partners.\n\n\n\nUnlike traditional sales roles, you’ll engage daily with a steady flow of high-intent inbound leads generated by NerdWallet, empowering you to focus on building relationships and delivering value. This is your opportunity to get in on the ground floor of a growing team and make an impact early.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Conduct client assessments to evaluate insurance needs and potential risk\n\n - Meeting/Exceeding Sales goals by Policy Premium \n\n - Recommend appropriate products including auto, home, life, and health insurance\n\n - Clearly explain policy terms, coverage, and pricing\n\n - Prepare and submit insurance applications and related documentation\n\n - Manage policy renewals and support clients through the claims process\n\n - Stay informed on current products, compliance requirements, and industry updates\n\n - Build strong client relationships and contribute to revenue growth\n\n - Meet or exceed sales targets and maintain high client retention\n\n - Ensure accurate documentation and timely processing of applications\n\n - Report on sales performance and relevant metrics\n\nDay-to-day activities include:\n\n - Client consultations and quoting\n\n - Policy comparisons and application processing\n\n - Lead follow-ups, policy renewals, and claims support\n\n - Compliance with licensing and industry standards\n\n - Ongoing training and product knowledge development\n\n\nYOUR EXPERIENCE:\n\n - Active Property and Casualty Insurance License\n\n - Minimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agent \n\n - High school diploma or equivalent \n\n - Familiarity with personal lines insurance carriers and their underwriting processes\n\n - Independent agency (or similar) background in personal lines, with demonstrated success quoting/binding across a multi-carrier marketplace required for Level II agent, preferred for Level I \n\n - Proficiency in CRM tools, email platforms, and quoting software\n\n - Experience quoting, selling, and servicing personal lines insurance products\n\n - Understanding of relevant insurance products and regulations\n\nKey Skills\n\n - Strong written and verbal communication\n\n - Customer service and relationship-building\n\n - Sales acumen and persuasive abilities\n\n - Strong organizational skills and attention to detail\n\n - Problem-solving and claims resolution\n\nPreferred Qualifications\n\n - Previous experience in sales or customer service\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nPay Transparency\n\nThis is a non-exempt, hourly role with additional uncapped commission-based earnings. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions. \n\nFinal leveling will be determined by the hiring manager based on experience.\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf "},{"id":"6585f951-f8b1-4713-a00f-6668a6a1c1d6","title":"Senior Product Designer, Engagement","department":"Design and User Experience","team":"Design and User Experience","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-07-15T20:00:59.843+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/6585f951-f8b1-4713-a00f-6668a6a1c1d6","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/6585f951-f8b1-4713-a00f-6668a6a1c1d6/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, our mission is to bring clarity to all of life’s financial decisions so people can move forward with confidence. We’re building a team of exceptional Nerds in an inclusive, flexible, and candid culture where you’re encouraged to grow, take smart risks, and be yourself. Whether you work remotely or in an office, we support how you thrive and invest in your well-being, development, and impact.</p><p style=\"min-height:1.5em\">NerdWallet’s Engagement team helps millions of people take real action with their finances, tracking spending, monitoring credit, building net worth, and discovering the right financial products at the right moment. We’re now in the early stages of an AI-native transformation, shifting from traditional design-and-handoff workflows toward a model where design, prototyping, and even deployment are deeply augmented by AI.</p><p style=\"min-height:1.5em\">As a Senior Product Designer on the Engagement team, you’ll own end-to-end design for one or more product pods, shaping the user experiences that bring people back to NerdWallet and help them make smarter financial decisions. You’ll work at the intersection of user needs, business outcomes, and technical possibility, partnering closely with Product and Engineering to deliver high-quality experiences with speed. You’ll report to the Product Design Lead for Engagement.</p><p style=\"min-height:1.5em\">This is an opportunity to help define what design looks like on an AI-native team, one of the most exciting and consequential design challenges happening right now in consumer tech.</p><p style=\"min-height:1.5em\">This role reports to the VP, Product and Design.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\"><strong>Shape financial lives at scale.</strong> Your designs will be seen and used by millions of people navigating real financial decisions — from checking their credit score and managing debt, to managing budget, savings, and investments.</p></li><li><p style=\"min-height:1.5em\"><strong>Help define AI-native design.</strong> You’ll be an early architect of how design works in an AI-native product team, influencing practice well beyond your own pod.</p></li><li><p style=\"min-height:1.5em\"><strong>Set the design bar.</strong> At Senior level, your craft and working style create a visible standard for the broader design organization.</p></li><li><p style=\"min-height:1.5em\"><strong>Own the product conversation.</strong> Embedded in a cross-functional pod, you’ll have direct influence on what gets built and why — not just how it looks.</p></li><li><p style=\"min-height:1.5em\"><strong>Advance your skills in a fast-moving environment.</strong> You’ll gain experience designing AI-powered features, working with real consumer data, and iterating with speed in a high-impact product area.</p></li></ul><h1><strong>What you’ll do:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Define a design vision that balances user needs with engagement and monetization goals, developing end-to-end journeys with a systems mindset. Partner with Product to shape roadmap priorities and advocate for the user based on industry trends and competitive insight.</p></li><li><p style=\"min-height:1.5em\">Leverage AI-powered tools to accelerate ideation and prototype AI-driven experiences — including personalized recommendations, conversational interfaces, and adaptive content. Help evolve the team’s design workflow in an AI-native development model.</p></li><li><p style=\"min-height:1.5em\">Deliver production-ready designs at pace, contributing to NerdWallet’s design system through reusable components. Maintain a high bar for quality across iOS, Android, and mobile web, iterating on qualitative and quantitative signals.</p></li><li><p style=\"min-height:1.5em\">Partner with PMs, Engineers, and Analysts on usability tests and concept validation, and use analytics, funnel data, and A/B results to evaluate decisions and identify opportunities. Translate ambiguous problems into clearly framed design challenges with measurable success criteria.</p></li><li><p style=\"min-height:1.5em\">Build strong relationships across Engineering, Product, QA, and Marketing. Communicate design decisions through well-crafted artifacts and presentations, and actively contribute to a culture of critique and continuous improvement across the design organization.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">5+ years of professional product design experience, ideally in a consumer-facing tech environment</p></li><li><p style=\"min-height:1.5em\">A portfolio demonstrating strong craft across end-to-end product work — from problem framing and flows to polished UI and shipped outcomes</p></li><li><p style=\"min-height:1.5em\">Proficiency in Figma, including component-based design and prototyping</p></li><li><p style=\"min-height:1.5em\">Experience designing for native mobile apps (iOS and/or Android) and mobile web</p></li><li><p style=\"min-height:1.5em\">Demonstrated ability to use research and data to drive and explain design decisions</p></li><li><p style=\"min-height:1.5em\">Experience contributing to or maintaining a design system</p></li><li><p style=\"min-height:1.5em\">Strong written and verbal communication skills; able to clearly articulate design rationale to non-design stakeholders</p></li><li><p style=\"min-height:1.5em\">Familiarity with AI-powered features — such as personalization, recommendations, conversational UI, or adaptive interfaces — or an eagerness to grow in this area</p></li><li><p style=\"min-height:1.5em\">Comfort navigating ambiguity and fast-paced environments where the problem definition is still evolving</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-DNP</p>","descriptionPlain":"At NerdWallet, our mission is to bring clarity to all of life’s financial decisions so people can move forward with confidence. We’re building a team of exceptional Nerds in an inclusive, flexible, and candid culture where you’re encouraged to grow, take smart risks, and be yourself. Whether you work remotely or in an office, we support how you thrive and invest in your well-being, development, and impact.\n\nNerdWallet’s Engagement team helps millions of people take real action with their finances, tracking spending, monitoring credit, building net worth, and discovering the right financial products at the right moment. We’re now in the early stages of an AI-native transformation, shifting from traditional design-and-handoff workflows toward a model where design, prototyping, and even deployment are deeply augmented by AI.\n\nAs a Senior Product Designer on the Engagement team, you’ll own end-to-end design for one or more product pods, shaping the user experiences that bring people back to NerdWallet and help them make smarter financial decisions. You’ll work at the intersection of user needs, business outcomes, and technical possibility, partnering closely with Product and Engineering to deliver high-quality experiences with speed. You’ll report to the Product Design Lead for Engagement.\n\nThis is an opportunity to help define what design looks like on an AI-native team, one of the most exciting and consequential design challenges happening right now in consumer tech.\n\nThis role reports to the VP, Product and Design.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Shape financial lives at scale. Your designs will be seen and used by millions of people navigating real financial decisions — from checking their credit score and managing debt, to managing budget, savings, and investments.\n\n - Help define AI-native design. You’ll be an early architect of how design works in an AI-native product team, influencing practice well beyond your own pod.\n\n - Set the design bar. At Senior level, your craft and working style create a visible standard for the broader design organization.\n\n - Own the product conversation. Embedded in a cross-functional pod, you’ll have direct influence on what gets built and why — not just how it looks.\n\n - Advance your skills in a fast-moving environment. You’ll gain experience designing AI-powered features, working with real consumer data, and iterating with speed in a high-impact product area.\n\n\nWHAT YOU’LL DO:\n\n - Define a design vision that balances user needs with engagement and monetization goals, developing end-to-end journeys with a systems mindset. Partner with Product to shape roadmap priorities and advocate for the user based on industry trends and competitive insight.\n\n - Leverage AI-powered tools to accelerate ideation and prototype AI-driven experiences — including personalized recommendations, conversational interfaces, and adaptive content. Help evolve the team’s design workflow in an AI-native development model.\n\n - Deliver production-ready designs at pace, contributing to NerdWallet’s design system through reusable components. Maintain a high bar for quality across iOS, Android, and mobile web, iterating on qualitative and quantitative signals.\n\n - Partner with PMs, Engineers, and Analysts on usability tests and concept validation, and use analytics, funnel data, and A/B results to evaluate decisions and identify opportunities. Translate ambiguous problems into clearly framed design challenges with measurable success criteria.\n\n - Build strong relationships across Engineering, Product, QA, and Marketing. Communicate design decisions through well-crafted artifacts and presentations, and actively contribute to a culture of critique and continuous improvement across the design organization.\n\n\nYOUR EXPERIENCE:\n\n - 5+ years of professional product design experience, ideally in a consumer-facing tech environment\n\n - A portfolio demonstrating strong craft across end-to-end product work — from problem framing and flows to polished UI and shipped outcomes\n\n - Proficiency in Figma, including component-based design and prototyping\n\n - Experience designing for native mobile apps (iOS and/or Android) and mobile web\n\n - Demonstrated ability to use research and data to drive and explain design decisions\n\n - Experience contributing to or maintaining a design system\n\n - Strong written and verbal communication skills; able to clearly articulate design rationale to non-design stakeholders\n\n - Familiarity with AI-powered features — such as personalization, recommendations, conversational UI, or adaptive interfaces — or an eagerness to grow in this area\n\n - Comfort navigating ambiguity and fast-paced environments where the problem definition is still evolving\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-DNP"},{"id":"43ffec42-a0eb-4fb8-9199-352ca5a372c6","title":"Director, Talent Acquisition","department":"People Operations","team":"People Operations","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-08-24T22:18:59.369+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/43ffec42-a0eb-4fb8-9199-352ca5a372c6","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/43ffec42-a0eb-4fb8-9199-352ca5a372c6/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">NerdWallet is looking for a Director of Talent Acquisition to build and lead the operating engine behind how we hire and manage recruiting capacity. You'll own the full Talent Acquisition ecosystem: strategy, operating model, team leadership, Talent Operations, systems, and metrics, turning hiring into a predictable, scalable, and data-driven capability that keeps pace with our evolving business.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">Talent Acquisition and Talent Operations will operate as one connected function under this role: Talent Acquisition owns hiring strategy, recruiter effectiveness, assessment quality, and business partnership, while Talent Operations powers that work through systems, workflows, coordination, dashboards, and data integrity.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">We're looking for an operator: someone as comfortable redesigning a recruiting funnel or standing up a new Ashby workflow as advising executives on headcount trade-offs. You bring a strong point of view, low ego, and a track record of building recruiting infrastructure (not just running what already exists), while navigating ambiguity and leading through change.</p><p style=\"min-height:1.5em\"><br />This role reports to the Chief Financial Officer.</p><h1><strong><br />What you'll do:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Shape NerdWallet's Talent Acquisition strategy alongside business leaders, assess and flex the operating model to match hiring demand, and own build-vs-buy decisions across in-house recruiting, contractors, RPO, and retained search.</p></li><li><p style=\"min-height:1.5em\">Lead capacity planning, funnel design, SLA targets, and process governance; own recruiting workflows, dashboards, and ATS requirements; drive adoption of new tools and standards across the team.</p></li><li><p style=\"min-height:1.5em\">Define and own the KPIs that measure Talent Acquisition (time-to-fill, pipeline health, conversion, quality of hire, and more); build dashboards and a reporting cadence that keep the business aligned.</p></li><li><p style=\"min-height:1.5em\">Lead, mentor, and develop a multidisciplinary team of recruiters, sourcers, coordinators, and Talent Operations partners; stay personally involved in a subset of critical and executive searches.</p></li><li><p style=\"min-height:1.5em\">Build structured interviewing and evaluation frameworks that reduce bias and improve decision quality; create playbooks and enablement that raise the bar for hiring managers and interviewers.</p></li><li><p style=\"min-height:1.5em\">Partner closely with HRBPs, Finance, Compensation, Legal, and business leaders on workforce planning, prioritization, and hiring decisions.</p></li><li><p style=\"min-height:1.5em\">Own the recruiting technology roadmap (Ashby, sourcing, reporting, and scheduling tools) and identify where AI can be a genuine force multiplier in recruiting and Talent Operations.</p></li></ul><h1><br /><strong>What you'll bring:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">8+ years of Talent Acquisition experience, including at least 5 years leading Talent Acquisition as a function in a player/coach capacity.</p></li><li><p style=\"min-height:1.5em\">Experience managing an integrated Talent Acquisition and Talent Operations model.</p></li><li><p style=\"min-height:1.5em\">A track record of building or redesigning a recruiting operating model, including process design, capacity planning, vendor strategy, metrics, systems, and governance.</p></li><li><p style=\"min-height:1.5em\">Experience managing a mixed recruiting-capacity model, which may include internal teams, contractors, RPOs, and retained search firms.</p></li><li><p style=\"min-height:1.5em\">Experience supporting a high-growth or rapidly evolving company, scaling hiring across several hundred employees.</p></li><li><p style=\"min-height:1.5em\">Strong understanding of recruiting operations: ATS design, workflows, coordination models, dashboards, data integrity, and reporting, with experience establishing and enforcing SLA-based metrics.</p></li><li><p style=\"min-height:1.5em\">Hands-on proficiency with Ashby or a comparable modern ATS, used to drive process and decision-making, not just track candidates.</p></li><li><p style=\"min-height:1.5em\">Experience hiring across a broad range of levels and functions, from early-career through executive search.</p></li><li><p style=\"min-height:1.5em\">Experience building employer brand and talent attraction programs, including referral programs, internal mobility, and recruiting events.</p></li><li><p style=\"min-height:1.5em\">Excellent communication skills and a proven ability to engage, influence, and motivate diverse audiences.</p></li><li><p style=\"min-height:1.5em\">Comfort operating as an executive partner with a strong point of view, sound judgment, and low ego.</p></li></ul><h1><br /><strong>What would make you stand out:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Experience selecting, implementing, or modernizing recruiting technology and driving adoption across a team.</p></li><li><p style=\"min-height:1.5em\">Experience integrating AI or automation into recruiting and Talent Operations workflows.</p></li><li><p style=\"min-height:1.5em\">Experience building recruiting dashboards and operating reviews that directly influence business decisions.</p></li><li><p style=\"min-height:1.5em\">Familiarity with workforce management, contingent workforce programs, or vendor-governance models.</p></li><li><p style=\"min-height:1.5em\">Experience clarifying decision rights across Talent Acquisition, HR Operations, HRIS, and People Operations.</p></li><li><p style=\"min-height:1.5em\">Familiarity with recruiting practices across multiple regions or a distributed and remote workforce.</p></li><li><p style=\"min-height:1.5em\">Experience in fintech, consumer technology, or another regulated or fast-scaling consumer-facing industry.</p></li></ul><h1><br /><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><br /><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Remote</p>","descriptionPlain":"At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.\n\n\n\nNerdWallet is looking for a Director of Talent Acquisition to build and lead the operating engine behind how we hire and manage recruiting capacity. You'll own the full Talent Acquisition ecosystem: strategy, operating model, team leadership, Talent Operations, systems, and metrics, turning hiring into a predictable, scalable, and data-driven capability that keeps pace with our evolving business.\n\n\n\nTalent Acquisition and Talent Operations will operate as one connected function under this role: Talent Acquisition owns hiring strategy, recruiter effectiveness, assessment quality, and business partnership, while Talent Operations powers that work through systems, workflows, coordination, dashboards, and data integrity.\n\n\n\nWe're looking for an operator: someone as comfortable redesigning a recruiting funnel or standing up a new Ashby workflow as advising executives on headcount trade-offs. You bring a strong point of view, low ego, and a track record of building recruiting infrastructure (not just running what already exists), while navigating ambiguity and leading through change.\n\n\nThis role reports to the Chief Financial Officer.\n\n\n\nWHAT YOU'LL DO:\n\n - Shape NerdWallet's Talent Acquisition strategy alongside business leaders, assess and flex the operating model to match hiring demand, and own build-vs-buy decisions across in-house recruiting, contractors, RPO, and retained search.\n\n - Lead capacity planning, funnel design, SLA targets, and process governance; own recruiting workflows, dashboards, and ATS requirements; drive adoption of new tools and standards across the team.\n\n - Define and own the KPIs that measure Talent Acquisition (time-to-fill, pipeline health, conversion, quality of hire, and more); build dashboards and a reporting cadence that keep the business aligned.\n\n - Lead, mentor, and develop a multidisciplinary team of recruiters, sourcers, coordinators, and Talent Operations partners; stay personally involved in a subset of critical and executive searches.\n\n - Build structured interviewing and evaluation frameworks that reduce bias and improve decision quality; create playbooks and enablement that raise the bar for hiring managers and interviewers.\n\n - Partner closely with HRBPs, Finance, Compensation, Legal, and business leaders on workforce planning, prioritization, and hiring decisions.\n\n - Own the recruiting technology roadmap (Ashby, sourcing, reporting, and scheduling tools) and identify where AI can be a genuine force multiplier in recruiting and Talent Operations.\n\n\n\nWHAT YOU'LL BRING:\n\n - 8+ years of Talent Acquisition experience, including at least 5 years leading Talent Acquisition as a function in a player/coach capacity.\n\n - Experience managing an integrated Talent Acquisition and Talent Operations model.\n\n - A track record of building or redesigning a recruiting operating model, including process design, capacity planning, vendor strategy, metrics, systems, and governance.\n\n - Experience managing a mixed recruiting-capacity model, which may include internal teams, contractors, RPOs, and retained search firms.\n\n - Experience supporting a high-growth or rapidly evolving company, scaling hiring across several hundred employees.\n\n - Strong understanding of recruiting operations: ATS design, workflows, coordination models, dashboards, data integrity, and reporting, with experience establishing and enforcing SLA-based metrics.\n\n - Hands-on proficiency with Ashby or a comparable modern ATS, used to drive process and decision-making, not just track candidates.\n\n - Experience hiring across a broad range of levels and functions, from early-career through executive search.\n\n - Experience building employer brand and talent attraction programs, including referral programs, internal mobility, and recruiting events.\n\n - Excellent communication skills and a proven ability to engage, influence, and motivate diverse audiences.\n\n - Comfort operating as an executive partner with a strong point of view, sound judgment, and low ego.\n\n\n\nWHAT WOULD MAKE YOU STAND OUT:\n\n - Experience selecting, implementing, or modernizing recruiting technology and driving adoption across a team.\n\n - Experience integrating AI or automation into recruiting and Talent Operations workflows.\n\n - Experience building recruiting dashboards and operating reviews that directly influence business decisions.\n\n - Familiarity with workforce management, contingent workforce programs, or vendor-governance models.\n\n - Experience clarifying decision rights across Talent Acquisition, HR Operations, HRIS, and People Operations.\n\n - Familiarity with recruiting practices across multiple regions or a distributed and remote workforce.\n\n - Experience in fintech, consumer technology, or another regulated or fast-scaling consumer-facing industry.\n\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Remote"},{"id":"dd822a9a-2beb-4594-bdac-a0a77b040661","title":"Security Software Engineer, AI & Automation - Canada","department":"Engineering","team":"Engineering","employmentType":"FullTime","location":"NerdWallet Canada","secondaryLocations":[],"publishedAt":"2026-05-22T18:17:53.105+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"Canada"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/dd822a9a-2beb-4594-bdac-a0a77b040661","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/dd822a9a-2beb-4594-bdac-a0a77b040661/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we're building tools and experiences that help people make smarter financial decisions. As a Security Software Engineer focused on AI and Automation, you'll help strengthen the security, reliability, and trust behind those experiences by designing AI-powered security systems that make secure software development more scalable and effective across our engineering organization.</p><p style=\"min-height:1.5em\">In this role, you'll partner closely with security engineering and infrastructure teams to build automation and AI-powered solutions that help identify vulnerabilities, improve security reviews, and reduce risk across our platforms. You'll take ownership of security engineering initiatives that combine software development, AI systems experience, and security-first thinking to solve meaningful problems at scale.</p><p style=\"min-height:1.5em\">You'll have room to bring new ideas, influence how AI and automation practices evolve at NerdWallet, and shape the future of security tooling within a team that values curiosity, informed risk-taking, and thoughtful problem-solving.</p><p style=\"min-height:1.5em\">This role reports to the AI Security Manager.</p><p style=\"min-height:1.5em\"></p><h1><strong>Projects you may be working on in this position include:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Designing and building multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&amp;A, and vulnerability analysis at scale</p></li><li><p style=\"min-height:1.5em\">Developing retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories</p></li><li><p style=\"min-height:1.5em\">Creating automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle</p></li><li><p style=\"min-height:1.5em\">Designing integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows</p></li><li><p style=\"min-height:1.5em\">Developing REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data</p></li><li><p style=\"min-height:1.5em\">Designing and maintaining scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution</p></li><li><p style=\"min-height:1.5em\">Improving AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs</p></li><li><p style=\"min-height:1.5em\">Enhancing NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices</p></li><li><p style=\"min-height:1.5em\">Partnering with engineering teams to prioritize and remediate application and infrastructure security risks</p></li><li><p style=\"min-height:1.5em\">Supporting incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise</p></li><li><p style=\"min-height:1.5em\">Identifying new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work</p></li></ul><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Serve as technical lead on high-priority initiatives, taking ownership of technically complex work and collaborating across teams to deliver practical, measurable security outcomes</p></li><li><p style=\"min-height:1.5em\">Help shape how AI and automation are securely adopted across NerdWallet's engineering ecosystem</p></li><li><p style=\"min-height:1.5em\">Build tools and platforms that make security more accessible, scalable, and actionable for development teams</p></li><li><p style=\"min-height:1.5em\">Improve the speed and quality of security reviews through thoughtful automation and security-first design</p></li><li><p style=\"min-height:1.5em\">Strengthen customer trust by helping protect NerdWallet's products, systems, and sensitive data</p></li><li><p style=\"min-height:1.5em\">Serve as an internal subject matter expert on AI and automation, advising on appropriate use cases, limitations, and risks to both technical and non-technical stakeholders</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">3+ years of software engineering or security engineering experience</p></li><li><p style=\"min-height:1.5em\">Strong proficiency in Python or Go for building production-grade backend services, APIs, and data pipelines; comfort moving between languages is expected</p></li><li><p style=\"min-height:1.5em\">Experience building and maintaining backend services including REST APIs, authentication, authorization, rate limiting, streaming, and observability</p></li><li><p style=\"min-height:1.5em\">Working knowledge of application security concepts including common vulnerability classes such as injection, broken authentication, cross-site scripting, insecure authorization, and secrets exposure; experience with threat modeling and SSDLC practices</p></li><li><p style=\"min-height:1.5em\">Hands-on experience building AI-powered systems using LLM APIs, including retrieval-augmented generation (RAG) pipelines, multi-agent architectures, and semantic search; working understanding of AI-specific security risks such as prompt injection, sensitive data exposure, and secure handling of model inputs and outputs</p></li><li><p style=\"min-height:1.5em\">Genuine interest in AI and how it applies to security,  not just as a tool to use, but as a domain to understand deeply, including its limitations and risks</p></li><li><p style=\"min-height:1.5em\">Experience developing and operating distributed systems and cloud-based environments, including message queues, NoSQL databases, AWS, containers, Kubernetes or ECS, serverless, and infrastructure as code</p></li><li><p style=\"min-height:1.5em\">Understanding of caching and performance patterns including Redis, semantic caching, TTLs, and cache invalidation</p></li><li><p style=\"min-height:1.5em\">Strong communication skills, able to explain complex AI and security concepts clearly to both technical and non-technical audiences, and confident advising stakeholders on tradeoffs and limitations</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This is a remote position and a person can be located anywhere in Canada (with the exception of Quebec).</p></li><li><p style=\"min-height:1.5em\">NerdWallet is proud to be a remote-first company! We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Monthly Healthcare Stipend</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Vacation Time Off + You will receive the official public holidays in your province</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Wifi Stipend, and Cell Phone Stipend</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend </p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">RRSP with a 4% match. Eligible one month after hire. </p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li></ul><p style=\"min-height:1.5em\">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. </p><p style=\"min-height:1.5em\">#LI-DNP</p>","descriptionPlain":"At NerdWallet, we're building tools and experiences that help people make smarter financial decisions. As a Security Software Engineer focused on AI and Automation, you'll help strengthen the security, reliability, and trust behind those experiences by designing AI-powered security systems that make secure software development more scalable and effective across our engineering organization.\n\nIn this role, you'll partner closely with security engineering and infrastructure teams to build automation and AI-powered solutions that help identify vulnerabilities, improve security reviews, and reduce risk across our platforms. You'll take ownership of security engineering initiatives that combine software development, AI systems experience, and security-first thinking to solve meaningful problems at scale.\n\nYou'll have room to bring new ideas, influence how AI and automation practices evolve at NerdWallet, and shape the future of security tooling within a team that values curiosity, informed risk-taking, and thoughtful problem-solving.\n\nThis role reports to the AI Security Manager.\n\n\n\n\nPROJECTS YOU MAY BE WORKING ON IN THIS POSITION INCLUDE:\n\n - Designing and building multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&A, and vulnerability analysis at scale\n\n - Developing retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories\n\n - Creating automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle\n\n - Designing integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows\n\n - Developing REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data\n\n - Designing and maintaining scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution\n\n - Improving AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs\n\n - Enhancing NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices\n\n - Partnering with engineering teams to prioritize and remediate application and infrastructure security risks\n\n - Supporting incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise\n\n - Identifying new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Serve as technical lead on high-priority initiatives, taking ownership of technically complex work and collaborating across teams to deliver practical, measurable security outcomes\n\n - Help shape how AI and automation are securely adopted across NerdWallet's engineering ecosystem\n\n - Build tools and platforms that make security more accessible, scalable, and actionable for development teams\n\n - Improve the speed and quality of security reviews through thoughtful automation and security-first design\n\n - Strengthen customer trust by helping protect NerdWallet's products, systems, and sensitive data\n\n - Serve as an internal subject matter expert on AI and automation, advising on appropriate use cases, limitations, and risks to both technical and non-technical stakeholders\n\n\nYOUR EXPERIENCE:\n\n - 3+ years of software engineering or security engineering experience\n\n - Strong proficiency in Python or Go for building production-grade backend services, APIs, and data pipelines; comfort moving between languages is expected\n\n - Experience building and maintaining backend services including REST APIs, authentication, authorization, rate limiting, streaming, and observability\n\n - Working knowledge of application security concepts including common vulnerability classes such as injection, broken authentication, cross-site scripting, insecure authorization, and secrets exposure; experience with threat modeling and SSDLC practices\n\n - Hands-on experience building AI-powered systems using LLM APIs, including retrieval-augmented generation (RAG) pipelines, multi-agent architectures, and semantic search; working understanding of AI-specific security risks such as prompt injection, sensitive data exposure, and secure handling of model inputs and outputs\n\n - Genuine interest in AI and how it applies to security,  not just as a tool to use, but as a domain to understand deeply, including its limitations and risks\n\n - Experience developing and operating distributed systems and cloud-based environments, including message queues, NoSQL databases, AWS, containers, Kubernetes or ECS, serverless, and infrastructure as code\n\n - Understanding of caching and performance patterns including Redis, semantic caching, TTLs, and cache invalidation\n\n - Strong communication skills, able to explain complex AI and security concepts clearly to both technical and non-technical audiences, and confident advising stakeholders on tradeoffs and limitations\n\n\nWHERE:\n\n - This is a remote position and a person can be located anywhere in Canada (with the exception of Quebec).\n\n - NerdWallet is proud to be a remote-first company! We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Monthly Healthcare Stipend\n\n - Rejuvenation Policy – Vacation Time Off + You will receive the official public holidays in your province\n\n - Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests\n\n - Monthly Wellness Stipend, Wifi Stipend, and Cell Phone Stipend\n\n - Work from home equipment stipend \n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - RRSP with a 4% match. Eligible one month after hire. \n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\nNerdWallet 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. \n\n#LI-DNP"},{"id":"32c62385-07d5-4d6d-960e-12c05ce0cbef","title":"Security Software Engineer, AI & Automation","department":"Engineering","team":"Engineering","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-05-22T18:15:06.823+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/32c62385-07d5-4d6d-960e-12c05ce0cbef","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/32c62385-07d5-4d6d-960e-12c05ce0cbef/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we're building tools and experiences that help people make smarter financial decisions. As a Security Software Engineer focused on AI and Automation, you'll help strengthen the security, reliability, and trust behind those experiences by designing AI-powered security systems that make secure software development more scalable and effective across our engineering organization.</p><p style=\"min-height:1.5em\">In this role, you'll partner closely with security engineering and infrastructure teams to build automation and AI-powered solutions that help identify vulnerabilities, improve security reviews, and reduce risk across our platforms. You'll take ownership of security engineering initiatives that combine software development, AI systems experience, and security-first thinking to solve meaningful problems at scale.</p><p style=\"min-height:1.5em\">You'll have room to bring new ideas, influence how AI and automation practices evolve at NerdWallet, and shape the future of security tooling within a team that values curiosity, informed risk-taking, and thoughtful problem-solving.</p><p style=\"min-height:1.5em\">This role reports to the AI Security Manager.</p><p style=\"min-height:1.5em\"></p><h1><strong>Projects you may be working on in this position include:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Designing and building multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&amp;A, and vulnerability analysis at scale</p></li><li><p style=\"min-height:1.5em\">Developing retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories</p></li><li><p style=\"min-height:1.5em\">Creating automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle</p></li><li><p style=\"min-height:1.5em\">Designing integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows</p></li><li><p style=\"min-height:1.5em\">Developing REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data</p></li><li><p style=\"min-height:1.5em\">Designing and maintaining scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution</p></li><li><p style=\"min-height:1.5em\">Improving AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs</p></li><li><p style=\"min-height:1.5em\">Enhancing NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices</p></li><li><p style=\"min-height:1.5em\">Partnering with engineering teams to prioritize and remediate application and infrastructure security risks</p></li><li><p style=\"min-height:1.5em\">Supporting incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise</p></li><li><p style=\"min-height:1.5em\">Identifying new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work</p></li></ul><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Serve as technical lead on high-priority initiatives, taking ownership of technically complex work and collaborating across teams to deliver practical, measurable security outcomes</p></li><li><p style=\"min-height:1.5em\">Help shape how AI and automation are securely adopted across NerdWallet's engineering ecosystem</p></li><li><p style=\"min-height:1.5em\">Build tools and platforms that make security more accessible, scalable, and actionable for development teams</p></li><li><p style=\"min-height:1.5em\">Improve the speed and quality of security reviews through thoughtful automation and security-first design</p></li><li><p style=\"min-height:1.5em\">Strengthen customer trust by helping protect NerdWallet's products, systems, and sensitive data</p></li><li><p style=\"min-height:1.5em\">Serve as an internal subject matter expert on AI and automation, advising on appropriate use cases, limitations, and risks to both technical and non-technical stakeholders</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">3+ years of software engineering or security engineering experience</p></li><li><p style=\"min-height:1.5em\">Strong proficiency in Python or Go for building production-grade backend services, APIs, and data pipelines; comfort moving between languages is expected</p></li><li><p style=\"min-height:1.5em\">Experience building and maintaining backend services including REST APIs, authentication, authorization, rate limiting, streaming, and observability</p></li><li><p style=\"min-height:1.5em\">Working knowledge of application security concepts including common vulnerability classes such as injection, broken authentication, cross-site scripting, insecure authorization, and secrets exposure; experience with threat modeling and SSDLC practices</p></li><li><p style=\"min-height:1.5em\">Hands-on experience building AI-powered systems using LLM APIs, including retrieval-augmented generation (RAG) pipelines, multi-agent architectures, and semantic search; working understanding of AI-specific security risks such as prompt injection, sensitive data exposure, and secure handling of model inputs and outputs</p></li><li><p style=\"min-height:1.5em\">Genuine interest in AI and how it applies to security,  not just as a tool to use, but as a domain to understand deeply, including its limitations and risks</p></li><li><p style=\"min-height:1.5em\">Experience developing and operating distributed systems and cloud-based environments, including message queues, NoSQL databases, AWS, containers, Kubernetes or ECS, serverless, and infrastructure as code</p></li><li><p style=\"min-height:1.5em\">Understanding of caching and performance patterns including Redis, semantic caching, TTLs, and cache invalidation</p></li><li><p style=\"min-height:1.5em\">Strong communication skills, able to explain complex AI and security concepts clearly to both technical and non-technical audiences, and confident advising stakeholders on tradeoffs and limitations</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">#LI-Remote<br />#LI-4</p>","descriptionPlain":"At NerdWallet, we're building tools and experiences that help people make smarter financial decisions. As a Security Software Engineer focused on AI and Automation, you'll help strengthen the security, reliability, and trust behind those experiences by designing AI-powered security systems that make secure software development more scalable and effective across our engineering organization.\n\nIn this role, you'll partner closely with security engineering and infrastructure teams to build automation and AI-powered solutions that help identify vulnerabilities, improve security reviews, and reduce risk across our platforms. You'll take ownership of security engineering initiatives that combine software development, AI systems experience, and security-first thinking to solve meaningful problems at scale.\n\nYou'll have room to bring new ideas, influence how AI and automation practices evolve at NerdWallet, and shape the future of security tooling within a team that values curiosity, informed risk-taking, and thoughtful problem-solving.\n\nThis role reports to the AI Security Manager.\n\n\n\n\nPROJECTS YOU MAY BE WORKING ON IN THIS POSITION INCLUDE:\n\n - Designing and building multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&A, and vulnerability analysis at scale\n\n - Developing retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories\n\n - Creating automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle\n\n - Designing integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows\n\n - Developing REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data\n\n - Designing and maintaining scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution\n\n - Improving AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs\n\n - Enhancing NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices\n\n - Partnering with engineering teams to prioritize and remediate application and infrastructure security risks\n\n - Supporting incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise\n\n - Identifying new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Serve as technical lead on high-priority initiatives, taking ownership of technically complex work and collaborating across teams to deliver practical, measurable security outcomes\n\n - Help shape how AI and automation are securely adopted across NerdWallet's engineering ecosystem\n\n - Build tools and platforms that make security more accessible, scalable, and actionable for development teams\n\n - Improve the speed and quality of security reviews through thoughtful automation and security-first design\n\n - Strengthen customer trust by helping protect NerdWallet's products, systems, and sensitive data\n\n - Serve as an internal subject matter expert on AI and automation, advising on appropriate use cases, limitations, and risks to both technical and non-technical stakeholders\n\n\nYOUR EXPERIENCE:\n\n - 3+ years of software engineering or security engineering experience\n\n - Strong proficiency in Python or Go for building production-grade backend services, APIs, and data pipelines; comfort moving between languages is expected\n\n - Experience building and maintaining backend services including REST APIs, authentication, authorization, rate limiting, streaming, and observability\n\n - Working knowledge of application security concepts including common vulnerability classes such as injection, broken authentication, cross-site scripting, insecure authorization, and secrets exposure; experience with threat modeling and SSDLC practices\n\n - Hands-on experience building AI-powered systems using LLM APIs, including retrieval-augmented generation (RAG) pipelines, multi-agent architectures, and semantic search; working understanding of AI-specific security risks such as prompt injection, sensitive data exposure, and secure handling of model inputs and outputs\n\n - Genuine interest in AI and how it applies to security,  not just as a tool to use, but as a domain to understand deeply, including its limitations and risks\n\n - Experience developing and operating distributed systems and cloud-based environments, including message queues, NoSQL databases, AWS, containers, Kubernetes or ECS, serverless, and infrastructure as code\n\n - Understanding of caching and performance patterns including Redis, semantic caching, TTLs, and cache invalidation\n\n - Strong communication skills, able to explain complex AI and security concepts clearly to both technical and non-technical audiences, and confident advising stakeholders on tradeoffs and limitations\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n\n\n#LI-Remote\n#LI-4"},{"id":"86d3520d-151c-4ff7-9670-0bad9f6e307a","title":"Staff Software Engineer, Product Focused, Consumer Marketplaces","department":"Engineering","team":"Engineering","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-06-03T16:49:06.074+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/86d3520d-151c-4ff7-9670-0bad9f6e307a","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/86d3520d-151c-4ff7-9670-0bad9f6e307a/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.</p><p style=\"min-height:1.5em\">The Consumer Banking &amp; Credit Cards team(s) are responsible for owning web shopping experiences across two of NerdWallet's largest and most mission-critical verticals. Our mission is to create best-in-class, data-driven shopping experiences that help millions of users make smarter financial decisions. We build fast, intuitive, and highly optimized experiences that rank, perform, and scale, all while collaborating with business stakeholders, Paid Marketers and SEO strategists to drive measurable business impact. We use data to drive our decision making, running fast product-led experiments that deliver real business value, as well as contribute directly to the company’s strategic roadmap.</p><p style=\"min-height:1.5em\">If you thrive on high-impact work, solving technical challenges, and shaping the future of financial shopping experiences on the web, this is the place for you.</p><p style=\"min-height:1.5em\">We're looking for a Full-Stack Staff Software Engineer who is both a technical leader and hands-on builder, someone who can drive technical excellence across the entire stack while collaborating with stakeholders to shape the future of our product offerings.</p><p style=\"min-height:1.5em\">This is a true full-stack role, ideal for a pacesetter who leads by doing. You ship high-quality code, set the technical direction, and raise the bar for everyone around you. You're equally comfortable building performant web experiences, designing scalable back-end systems, and collaborating on systems that power personalization and data-driven decision-making at scale. You embrace AI tools and modern engineering practices to move fast without sacrificing quality, and you bring that mindset to everything from Core Web Vitals (CWV) and technical SEO to back-end APIs and funnel experiences.</p><p style=\"min-height:1.5em\">You'll collaborate closely with engineering leadership to influence the engineering roadmap, contribute to best practices, and drive architectural projects that balance speed, scalability, and long-term maintainability. You'll mentor engineers and foster a culture of technical excellence, ensuring both high-quality execution and fast iteration across the team.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Shape the future of some of NerdWallet's highest-traffic web shopping experiences by improving performance, SEO, and user engagement.</p></li><li><p style=\"min-height:1.5em\">Partner with product, SEO, and paid marketing teams to run experiments, measure impact, and iterate quickly.</p></li><li><p style=\"min-height:1.5em\">Take input from and partner directly with engineering leadership to drive technical initiatives that enhance performance, observability, scalability, security, and developer experience.</p></li><li><p style=\"min-height:1.5em\">Contribute to platform stability and resilience through effective monitoring, troubleshooting, and incident management.</p></li><li><p style=\"min-height:1.5em\">Ensure high standards of technical excellence, maintaining a high-quality codebase and driving modernization efforts including AI tooling adoption.</p></li><li><p style=\"min-height:1.5em\">Mentor and provide technical guidance to engineering team members, promoting best practices in coding, testing, and architecture.</p></li><li><p style=\"min-height:1.5em\">Conduct code reviews to ensure code quality, performance, and adherence to standards, fostering a culture of continuous improvement within the engineering team.</p></li></ul><h1><strong>Your experience:</strong></h1><p style=\"min-height:1.5em\">We recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you're excited about the opportunity and willing to learn, we'd love to hear from you.</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">8+ years in software engineering with a strong background in full-stack development and distributed systems with 3+ years of experience at the Staff level or above.  </p></li><li><p style=\"min-height:1.5em\">Expertise in TypeScript, React and Node.js, with experience in additional modern languages.</p></li><li><p style=\"min-height:1.5em\">Strong experience with modern front-end frameworks such as Next.js and React.js, with an understanding of web performance, Core Web Vitals, and technical SEO.</p></li><li><p style=\"min-height:1.5em\">Experience architecting and building back-end APIs and microservices, with a focus on scalability, performance, and data integrity.</p></li><li><p style=\"min-height:1.5em\">Strong understanding of database systems (both SQL and NoSQL), with experience in high-volume data processing.</p></li><li><p style=\"min-height:1.5em\">Experience with cloud infrastructure (AWS, GCP, or Azure), CI/CD pipelines, containerization, and orchestration technologies like Docker and Kubernetes.</p></li><li><p style=\"min-height:1.5em\">Knowledge of security and compliance best practices, particularly in financial services.</p></li><li><p style=\"min-height:1.5em\">Experience in observability and running production applications at scale.</p></li></ul><p style=\"min-height:1.5em\"><strong>Preferred Qualifications:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Bachelor's or Master's degree in Computer Science, Engineering, or a related field (or equivalent practical experience).</p></li><li><p style=\"min-height:1.5em\">Experience with integrating Machine Learning systems, personalization pipelines, and data-driven experimentation.</p></li><li><p style=\"min-height:1.5em\">Domain knowledge in finance and shopping marketplaces.</p></li><li><p style=\"min-height:1.5em\">Understanding of accessibility best practices and a keen eye for usability and user experience.</p></li><li><p style=\"min-height:1.5em\">Familiarity with paid and organic search strategies and how engineering decisions impact business outcomes.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Remote</p>","descriptionPlain":"At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.\n\nThe Consumer Banking & Credit Cards team(s) are responsible for owning web shopping experiences across two of NerdWallet's largest and most mission-critical verticals. Our mission is to create best-in-class, data-driven shopping experiences that help millions of users make smarter financial decisions. We build fast, intuitive, and highly optimized experiences that rank, perform, and scale, all while collaborating with business stakeholders, Paid Marketers and SEO strategists to drive measurable business impact. We use data to drive our decision making, running fast product-led experiments that deliver real business value, as well as contribute directly to the company’s strategic roadmap.\n\nIf you thrive on high-impact work, solving technical challenges, and shaping the future of financial shopping experiences on the web, this is the place for you.\n\nWe're looking for a Full-Stack Staff Software Engineer who is both a technical leader and hands-on builder, someone who can drive technical excellence across the entire stack while collaborating with stakeholders to shape the future of our product offerings.\n\nThis is a true full-stack role, ideal for a pacesetter who leads by doing. You ship high-quality code, set the technical direction, and raise the bar for everyone around you. You're equally comfortable building performant web experiences, designing scalable back-end systems, and collaborating on systems that power personalization and data-driven decision-making at scale. You embrace AI tools and modern engineering practices to move fast without sacrificing quality, and you bring that mindset to everything from Core Web Vitals (CWV) and technical SEO to back-end APIs and funnel experiences.\n\nYou'll collaborate closely with engineering leadership to influence the engineering roadmap, contribute to best practices, and drive architectural projects that balance speed, scalability, and long-term maintainability. You'll mentor engineers and foster a culture of technical excellence, ensuring both high-quality execution and fast iteration across the team.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Shape the future of some of NerdWallet's highest-traffic web shopping experiences by improving performance, SEO, and user engagement.\n\n - Partner with product, SEO, and paid marketing teams to run experiments, measure impact, and iterate quickly.\n\n - Take input from and partner directly with engineering leadership to drive technical initiatives that enhance performance, observability, scalability, security, and developer experience.\n\n - Contribute to platform stability and resilience through effective monitoring, troubleshooting, and incident management.\n\n - Ensure high standards of technical excellence, maintaining a high-quality codebase and driving modernization efforts including AI tooling adoption.\n\n - Mentor and provide technical guidance to engineering team members, promoting best practices in coding, testing, and architecture.\n\n - Conduct code reviews to ensure code quality, performance, and adherence to standards, fostering a culture of continuous improvement within the engineering team.\n\n\nYOUR EXPERIENCE:\n\nWe recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you're excited about the opportunity and willing to learn, we'd love to hear from you.\n\n - 8+ years in software engineering with a strong background in full-stack development and distributed systems with 3+ years of experience at the Staff level or above.  \n\n - Expertise in TypeScript, React and Node.js, with experience in additional modern languages.\n\n - Strong experience with modern front-end frameworks such as Next.js and React.js, with an understanding of web performance, Core Web Vitals, and technical SEO.\n\n - Experience architecting and building back-end APIs and microservices, with a focus on scalability, performance, and data integrity.\n\n - Strong understanding of database systems (both SQL and NoSQL), with experience in high-volume data processing.\n\n - Experience with cloud infrastructure (AWS, GCP, or Azure), CI/CD pipelines, containerization, and orchestration technologies like Docker and Kubernetes.\n\n - Knowledge of security and compliance best practices, particularly in financial services.\n\n - Experience in observability and running production applications at scale.\n\nPreferred Qualifications:\n\n - Bachelor's or Master's degree in Computer Science, Engineering, or a related field (or equivalent practical experience).\n\n - Experience with integrating Machine Learning systems, personalization pipelines, and data-driven experimentation.\n\n - Domain knowledge in finance and shopping marketplaces.\n\n - Understanding of accessibility best practices and a keen eye for usability and user experience.\n\n - Familiarity with paid and organic search strategies and how engineering decisions impact business outcomes.\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Remote"},{"id":"59a22dd0-8c94-4933-a2d1-ba56c2f90ed3","title":"VP, Customer Growth","department":"Marketing","team":"Marketing","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-08-18T00:54:16.561+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/59a22dd0-8c94-4933-a2d1-ba56c2f90ed3","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/59a22dd0-8c94-4933-a2d1-ba56c2f90ed3/application","descriptionHtml":"<p style=\"min-height:1.5em\">NerdWallet has earned its place as one of the most trusted brands in consumer finance. Millions of people turn to us to navigate some of the biggest financial decisions of their lives, from choosing a credit card to refinancing a loan to building an emergency fund. What we build next, and how we connect people to it, has the potential to meaningfully change how a generation manages its money.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">We’re creating the role of VP, Customer Growth to help lead that next chapter. This executive will be responsible for how NerdWallet speaks to, engages with, and builds lasting relationships with our customers across our owned channels, from email and push notifications to newsletters and emerging formats.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">Sitting at the intersection of growth, customer engagement, and product, the VP, Customer Growth will have direct influence on the go-to-market strategy for new NerdWallet-branded financial products. They will also build the data, segmentation, and engagement infrastructure that enables increasingly personalized customer experiences at scale.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">It’s a unique opportunity to shape the full customer relationship, from first discovery and product adoption to deeper engagement and long-term advocacy.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">This role reports to the Chief Product Officer and partners closely with GMs across the business, Data, Product, and Design.</p><p style=\"min-height:1.5em\"></p><h1><strong>Why This Role, Why Now</strong></h1><p style=\"min-height:1.5em\">NerdWallet isn’t searching for product-market fit. We’re building from an exceptional foundation: a trusted and beloved consumer brand, a large and loyal audience, and rich customer data that has yet to be fully realized as an engagement asset.</p><p style=\"min-height:1.5em\">And we’re at an important inflection point.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">We’re expanding from a financial guidance platform into a financial services provider. AI is fundamentally changing how consumers discover information, make decisions, and interact with brands. At the same time, we have an opportunity to build deeper, more personalized relationships with the millions of people who already turn to NerdWallet for help navigating their financial lives.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">The VP, Customer Growth will help define what comes next.</p><p style=\"min-height:1.5em\">The mandate is to turn the strength of our brand, audience, and data into an enduring customer relationship, building the communications infrastructure, engagement programs, and customer experiences that define NerdWallet’s next era.</p><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\"><em><strong>This is a rare kind of leadership opportunity: broad enough to influence the trajectory of the business, focused enough to drive measurable outcomes, and arriving at a pivotal moment in NerdWallet’s evolution.</strong></em></p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><p style=\"min-height:1.5em\"><strong>Customer Communications</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Own NerdWallet’s owned-channel strategy end to end, including email, push notifications, newsletters, and other emerging channels. Set the vision for how we use each channel and how they work together to create a cohesive customer experience.</p></li><li><p style=\"min-height:1.5em\">A core part of the mandate is building the engagement infrastructure underneath those experiences: the data architecture, segmentation, personalization, and automation capabilities that make relevant communication at scale possible. This is both a strategy and builder role: we’re investing in the foundation, not simply optimizing what exists today.</p></li></ul><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\"><strong>Customer Acquisition, Retention, and Engagement</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Drive measurable growth in customer acquisition, retention, and engagement through our owned ecosystem. Partner with GMs and Data to develop strategies tied to specific business objectives, from converting audience members into registered users and driving product adoption to deepening relationships with existing customers and creating the kind of loyalty that generates advocacy and word-of-mouth.</p></li><li><p style=\"min-height:1.5em\">You’ll establish the right measures of success for each objective, build the operating rhythm around them, and own the outcomes.</p></li></ul><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\"><strong>New Product Go-to-Market</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Play a lead role in how NerdWallet brings new branded financial products to market. As we expand from a financial guidance platform into a financial services provider, starting with NerdWallet Savings, you’ll be a key architect of launch strategy, customer messaging, and adoption programs.</p></li><li><p style=\"min-height:1.5em\">Working closely with GMs, Product, Design, and other partners, you’ll build go-to-market strategies that leverage one of NerdWallet’s greatest advantages: an audience that already trusts us to help with important financial decisions.</p></li></ul><p style=\"min-height:1.5em\"></p><h1><strong>Your experience:</strong></h1><p style=\"min-height:1.5em\">We’re looking for an executive who has built and scaled sophisticated, data-driven customer growth and engagement programs in consumer finance or a closely adjacent industry. You combine the channel instincts of a growth leader, the analytical rigor of an operator, and the customer and product intuition of a GM.</p><p style=\"min-height:1.5em\">You bring:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">10+ years of progressive leadership experience across growth, marketing, customer engagement, data, or related disciplines, including senior leadership experience in consumer fintech, financial services, or a closely related digital business.</p></li><li><p style=\"min-height:1.5em\">Deep expertise in owned-channel strategy, including email, push, content, and other direct customer channels, as well as the data, segmentation, personalization, and automation infrastructure required to make those channels perform at scale.</p></li><li><p style=\"min-height:1.5em\">A proven track record of driving measurable improvements in customer acquisition, engagement, retention, and lifetime value through multi-channel programs.</p></li><li><p style=\"min-height:1.5em\">Experience operating with GM-level accountability, whether through direct P&amp;L ownership or close partnership with product and business leaders to develop and execute go-to-market strategies for new products, businesses, or verticals.</p></li><li><p style=\"min-height:1.5em\">A strong analytical foundation and the ability to translate complex customer and business data into clear strategies, priorities, and decisions.</p></li><li><p style=\"min-height:1.5em\">Experience building systems and capabilities that create compounding value rather than relying solely on one-time campaigns or short-term optimization.</p></li><li><p style=\"min-height:1.5em\">Experience applying AI and automation to customer engagement and/or customer support at scale, coupled with the judgment to know where technology improves the experience and where human connection still matters.</p></li><li><p style=\"min-height:1.5em\">The ability to lead effectively across a matrixed organization, build influence without relying on formal authority, and create alignment among senior cross-functional stakeholders.</p></li><li><p style=\"min-height:1.5em\">A genuine commitment to NerdWallet’s mission and a belief that helping people make better-informed financial decisions can be both good for customers and good for business.</p></li></ul><p style=\"min-height:1.5em\"></p><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><p style=\"min-height:1.5em\"></p><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">LI-Remote</p>","descriptionPlain":"NerdWallet has earned its place as one of the most trusted brands in consumer finance. Millions of people turn to us to navigate some of the biggest financial decisions of their lives, from choosing a credit card to refinancing a loan to building an emergency fund. What we build next, and how we connect people to it, has the potential to meaningfully change how a generation manages its money.\n\n\n\nWe’re creating the role of VP, Customer Growth to help lead that next chapter. This executive will be responsible for how NerdWallet speaks to, engages with, and builds lasting relationships with our customers across our owned channels, from email and push notifications to newsletters and emerging formats.\n\n\n\nSitting at the intersection of growth, customer engagement, and product, the VP, Customer Growth will have direct influence on the go-to-market strategy for new NerdWallet-branded financial products. They will also build the data, segmentation, and engagement infrastructure that enables increasingly personalized customer experiences at scale.\n\n\n\nIt’s a unique opportunity to shape the full customer relationship, from first discovery and product adoption to deeper engagement and long-term advocacy.\n\n\n\nThis role reports to the Chief Product Officer and partners closely with GMs across the business, Data, Product, and Design.\n\n\n\n\nWHY THIS ROLE, WHY NOW\n\nNerdWallet isn’t searching for product-market fit. We’re building from an exceptional foundation: a trusted and beloved consumer brand, a large and loyal audience, and rich customer data that has yet to be fully realized as an engagement asset.\n\nAnd we’re at an important inflection point.\n\n\n\nWe’re expanding from a financial guidance platform into a financial services provider. AI is fundamentally changing how consumers discover information, make decisions, and interact with brands. At the same time, we have an opportunity to build deeper, more personalized relationships with the millions of people who already turn to NerdWallet for help navigating their financial lives.\n\n\n\nThe VP, Customer Growth will help define what comes next.\n\nThe mandate is to turn the strength of our brand, audience, and data into an enduring customer relationship, building the communications infrastructure, engagement programs, and customer experiences that define NerdWallet’s next era.\n\n\n\nThis is a rare kind of leadership opportunity: broad enough to influence the trajectory of the business, focused enough to drive measurable outcomes, and arriving at a pivotal moment in NerdWallet’s evolution.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\nCustomer Communications\n\n - Own NerdWallet’s owned-channel strategy end to end, including email, push notifications, newsletters, and other emerging channels. Set the vision for how we use each channel and how they work together to create a cohesive customer experience.\n\n - A core part of the mandate is building the engagement infrastructure underneath those experiences: the data architecture, segmentation, personalization, and automation capabilities that make relevant communication at scale possible. This is both a strategy and builder role: we’re investing in the foundation, not simply optimizing what exists today.\n\n\n\nCustomer Acquisition, Retention, and Engagement\n\n - Drive measurable growth in customer acquisition, retention, and engagement through our owned ecosystem. Partner with GMs and Data to develop strategies tied to specific business objectives, from converting audience members into registered users and driving product adoption to deepening relationships with existing customers and creating the kind of loyalty that generates advocacy and word-of-mouth.\n\n - You’ll establish the right measures of success for each objective, build the operating rhythm around them, and own the outcomes.\n\n\n\nNew Product Go-to-Market\n\n - Play a lead role in how NerdWallet brings new branded financial products to market. As we expand from a financial guidance platform into a financial services provider, starting with NerdWallet Savings, you’ll be a key architect of launch strategy, customer messaging, and adoption programs.\n\n - Working closely with GMs, Product, Design, and other partners, you’ll build go-to-market strategies that leverage one of NerdWallet’s greatest advantages: an audience that already trusts us to help with important financial decisions.\n\n\n\n\nYOUR EXPERIENCE:\n\nWe’re looking for an executive who has built and scaled sophisticated, data-driven customer growth and engagement programs in consumer finance or a closely adjacent industry. You combine the channel instincts of a growth leader, the analytical rigor of an operator, and the customer and product intuition of a GM.\n\nYou bring:\n\n - 10+ years of progressive leadership experience across growth, marketing, customer engagement, data, or related disciplines, including senior leadership experience in consumer fintech, financial services, or a closely related digital business.\n\n - Deep expertise in owned-channel strategy, including email, push, content, and other direct customer channels, as well as the data, segmentation, personalization, and automation infrastructure required to make those channels perform at scale.\n\n - A proven track record of driving measurable improvements in customer acquisition, engagement, retention, and lifetime value through multi-channel programs.\n\n - Experience operating with GM-level accountability, whether through direct P&L ownership or close partnership with product and business leaders to develop and execute go-to-market strategies for new products, businesses, or verticals.\n\n - A strong analytical foundation and the ability to translate complex customer and business data into clear strategies, priorities, and decisions.\n\n - Experience building systems and capabilities that create compounding value rather than relying solely on one-time campaigns or short-term optimization.\n\n - Experience applying AI and automation to customer engagement and/or customer support at scale, coupled with the judgment to know where technology improves the experience and where human connection still matters.\n\n - The ability to lead effectively across a matrixed organization, build influence without relying on formal authority, and create alignment among senior cross-functional stakeholders.\n\n - A genuine commitment to NerdWallet’s mission and a belief that helping people make better-informed financial decisions can be both good for customers and good for business.\n\n\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\nLI-Remote"},{"id":"8c5185b5-79c9-4014-a1b5-b3e28fe529bc","title":"Sales Manager (NY)","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business New York","secondaryLocations":[],"publishedAt":"2026-07-29T16:56:01.399+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"10038","addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/8c5185b5-79c9-4014-a1b5-b3e28fe529bc","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/8c5185b5-79c9-4014-a1b5-b3e28fe529bc/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">Our Sales Manager will be essential in mentoring, coaching, and leading their team to exceed expectations, as well as working with other key stakeholders across the organization to grow the business. 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.</p><p style=\"min-height:1.5em\"></p><h1>Where you can make an impact:</h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Train, motivate, and manage a team of 6–8 Account Executives, fostering a collaborative and inclusive team culture.</p></li><li><p style=\"min-height:1.5em\">Set clear expectations and instill a strong sense of accountability across your team.</p></li><li><p style=\"min-height:1.5em\">Develop and implement effective coaching strategies—both in team meetings and 1:1s—that help reps grow their skills and confidence.</p></li><li><p style=\"min-height:1.5em\">Regularly shadow phone interactions and analyze the sales pipeline to identify opportunities for performance improvement.</p></li><li><p style=\"min-height:1.5em\">Operate with a data-driven mindset in a fast-paced, metrics-heavy environment, using insights to inform strategies and drive results.</p></li><li><p style=\"min-height:1.5em\">Create an environment where team members are encouraged to contribute new ideas, offer solutions, and think creatively.</p></li><li><p style=\"min-height:1.5em\">Maintain a positive, upbeat attitude—especially during periods of change—and serve as a steady leader in dynamic situations.</p></li><li><p style=\"min-height:1.5em\">Partner cross-functionally with other teams to align goals, solve problems, and ensure smooth execution of sales strategies.</p></li><li><p style=\"min-height:1.5em\">Take an active role in identifying, attracting, and recruiting top-tier sales talent.</p></li><li><p style=\"min-height:1.5em\">Embrace opportunities to take on strategic projects that go beyond your core responsibilities and contribute to broader business goals.</p></li></ul><h1>Your experience:</h1><p style=\"min-height:1.5em\">We recognize not everyone will meet all the criteria. If you meet most of the qualifications and are excited about the opportunity, we encourage you to apply.</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">2+ year of experience managing a team of at least 4 Account Executives</p></li><li><p style=\"min-height:1.5em\">Proven track record of success in quota-carrying sales roles</p></li><li><p style=\"min-height:1.5em\">Demonstrated ability to coach and develop Account Executives across a variety of experience levels and learning styles</p></li><li><p style=\"min-height:1.5em\">Experience in a transactional sales environment with high-volume outbound activity</p></li><li><p style=\"min-height:1.5em\">Skilled in interpreting and acting on performance data; analytical and detail-oriented</p></li><li><p style=\"min-height:1.5em\">Strong written and verbal communication skills with the ability to clearly convey expectations and feedback</p></li><li><p style=\"min-height:1.5em\">Experience working across departments and building relationships in a cross-functional organization</p></li><li><p style=\"min-height:1.5em\">Problem-solving mindset with the ability to adapt and thrive in change-heavy environments</p></li><li><p style=\"min-height:1.5em\">Proficiency with CRM platforms, preferably Salesforce</p></li><li><p style=\"min-height:1.5em\">FinTech, SMB or lending experience is a plus, but not required</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in New York, New York</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">The compensation for this role is $100K-150K base (OTE: $140K-190K)</p></li><li><p style=\"min-height:1.5em\">Base pay offered may vary within the posted range based on several factors, including but not limited to education, job-related knowledge, skills, experience, and location.</p></li></ul><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nOur Sales Manager will be essential in mentoring, coaching, and leading their team to exceed expectations, as well as working with other key stakeholders across the organization to grow the business. 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.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Train, motivate, and manage a team of 6–8 Account Executives, fostering a collaborative and inclusive team culture.\n\n - Set clear expectations and instill a strong sense of accountability across your team.\n\n - Develop and implement effective coaching strategies—both in team meetings and 1:1s—that help reps grow their skills and confidence.\n\n - Regularly shadow phone interactions and analyze the sales pipeline to identify opportunities for performance improvement.\n\n - Operate with a data-driven mindset in a fast-paced, metrics-heavy environment, using insights to inform strategies and drive results.\n\n - Create an environment where team members are encouraged to contribute new ideas, offer solutions, and think creatively.\n\n - Maintain a positive, upbeat attitude—especially during periods of change—and serve as a steady leader in dynamic situations.\n\n - Partner cross-functionally with other teams to align goals, solve problems, and ensure smooth execution of sales strategies.\n\n - Take an active role in identifying, attracting, and recruiting top-tier sales talent.\n\n - Embrace opportunities to take on strategic projects that go beyond your core responsibilities and contribute to broader business goals.\n\n\nYOUR EXPERIENCE:\n\nWe recognize not everyone will meet all the criteria. If you meet most of the qualifications and are excited about the opportunity, we encourage you to apply.\n\n - 2+ year of experience managing a team of at least 4 Account Executives\n\n - Proven track record of success in quota-carrying sales roles\n\n - Demonstrated ability to coach and develop Account Executives across a variety of experience levels and learning styles\n\n - Experience in a transactional sales environment with high-volume outbound activity\n\n - Skilled in interpreting and acting on performance data; analytical and detail-oriented\n\n - Strong written and verbal communication skills with the ability to clearly convey expectations and feedback\n\n - Experience working across departments and building relationships in a cross-functional organization\n\n - Problem-solving mindset with the ability to adapt and thrive in change-heavy environments\n\n - Proficiency with CRM platforms, preferably Salesforce\n\n - FinTech, SMB or lending experience is a plus, but not required\n\n\nWHERE:\n\n - This role will be based in New York, New York\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nPay Transparency:\n\n - The compensation for this role is $100K-150K base (OTE: $140K-190K)\n\n - Base pay offered may vary within the posted range based on several factors, including but not limited to education, job-related knowledge, skills, experience, and location.\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n\n\n#LI-Onsite"},{"id":"d2d6a07a-1feb-42d3-ac8d-595604b28400","title":"Sales Manager (AZ)","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business Arizona","secondaryLocations":[],"publishedAt":"2026-07-29T17:01:53.408+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"85251","addressRegion":"Arizona","addressCountry":"United States","addressLocality":"Scottsdale"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/d2d6a07a-1feb-42d3-ac8d-595604b28400","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/d2d6a07a-1feb-42d3-ac8d-595604b28400/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">Our Sales Manager will be essential in mentoring, coaching, and leading their team to exceed expectations, as well as working with other key stakeholders across the organization to grow the business. 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.</p><p style=\"min-height:1.5em\"></p><h1>Where you can make an impact:</h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Train, motivate, and manage a team of 6–8 Account Executives, fostering a collaborative and inclusive team culture.</p></li><li><p style=\"min-height:1.5em\">Set clear expectations and instill a strong sense of accountability across your team.</p></li><li><p style=\"min-height:1.5em\">Develop and implement effective coaching strategies—both in team meetings and 1:1s—that help reps grow their skills and confidence.</p></li><li><p style=\"min-height:1.5em\">Regularly shadow phone interactions and analyze the sales pipeline to identify opportunities for performance improvement.</p></li><li><p style=\"min-height:1.5em\">Operate with a data-driven mindset in a fast-paced, metrics-heavy environment, using insights to inform strategies and drive results.</p></li><li><p style=\"min-height:1.5em\">Create an environment where team members are encouraged to contribute new ideas, offer solutions, and think creatively.</p></li><li><p style=\"min-height:1.5em\">Maintain a positive, upbeat attitude—especially during periods of change—and serve as a steady leader in dynamic situations.</p></li><li><p style=\"min-height:1.5em\">Partner cross-functionally with other teams to align goals, solve problems, and ensure smooth execution of sales strategies.</p></li><li><p style=\"min-height:1.5em\">Take an active role in identifying, attracting, and recruiting top-tier sales talent.</p></li><li><p style=\"min-height:1.5em\">Embrace opportunities to take on strategic projects that go beyond your core responsibilities and contribute to broader business goals.</p></li></ul><h1>Your experience:</h1><p style=\"min-height:1.5em\">We recognize not everyone will meet all the criteria. If you meet most of the qualifications and are excited about the opportunity, we encourage you to apply.</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">2+ year of experience managing a team of at least 4 Account Executives</p></li><li><p style=\"min-height:1.5em\">Proven track record of success in quota-carrying sales roles</p></li><li><p style=\"min-height:1.5em\">Demonstrated ability to coach and develop Account Executives across a variety of experience levels and learning styles</p></li><li><p style=\"min-height:1.5em\">Experience in a transactional sales environment with high-volume outbound activity</p></li><li><p style=\"min-height:1.5em\">Skilled in interpreting and acting on performance data; analytical and detail-oriented</p></li><li><p style=\"min-height:1.5em\">Strong written and verbal communication skills with the ability to clearly convey expectations and feedback</p></li><li><p style=\"min-height:1.5em\">Experience working across departments and building relationships in a cross-functional organization</p></li><li><p style=\"min-height:1.5em\">Problem-solving mindset with the ability to adapt and thrive in change-heavy environments</p></li><li><p style=\"min-height:1.5em\">Proficiency with CRM platforms, preferably Salesforce</p></li><li><p style=\"min-height:1.5em\">FinTech, SMB or lending experience is a plus, but not required</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in Scottsdale, AZ</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">The compensation for this role is $100K-150K base (OTE: $140K-190K)</p></li><li><p style=\"min-height:1.5em\">Base pay offered may vary within the posted range based on several factors, including but not limited to education, job-related knowledge, skills, experience, and location.</p></li></ul><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nOur Sales Manager will be essential in mentoring, coaching, and leading their team to exceed expectations, as well as working with other key stakeholders across the organization to grow the business. 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.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Train, motivate, and manage a team of 6–8 Account Executives, fostering a collaborative and inclusive team culture.\n\n - Set clear expectations and instill a strong sense of accountability across your team.\n\n - Develop and implement effective coaching strategies—both in team meetings and 1:1s—that help reps grow their skills and confidence.\n\n - Regularly shadow phone interactions and analyze the sales pipeline to identify opportunities for performance improvement.\n\n - Operate with a data-driven mindset in a fast-paced, metrics-heavy environment, using insights to inform strategies and drive results.\n\n - Create an environment where team members are encouraged to contribute new ideas, offer solutions, and think creatively.\n\n - Maintain a positive, upbeat attitude—especially during periods of change—and serve as a steady leader in dynamic situations.\n\n - Partner cross-functionally with other teams to align goals, solve problems, and ensure smooth execution of sales strategies.\n\n - Take an active role in identifying, attracting, and recruiting top-tier sales talent.\n\n - Embrace opportunities to take on strategic projects that go beyond your core responsibilities and contribute to broader business goals.\n\n\nYOUR EXPERIENCE:\n\nWe recognize not everyone will meet all the criteria. If you meet most of the qualifications and are excited about the opportunity, we encourage you to apply.\n\n - 2+ year of experience managing a team of at least 4 Account Executives\n\n - Proven track record of success in quota-carrying sales roles\n\n - Demonstrated ability to coach and develop Account Executives across a variety of experience levels and learning styles\n\n - Experience in a transactional sales environment with high-volume outbound activity\n\n - Skilled in interpreting and acting on performance data; analytical and detail-oriented\n\n - Strong written and verbal communication skills with the ability to clearly convey expectations and feedback\n\n - Experience working across departments and building relationships in a cross-functional organization\n\n - Problem-solving mindset with the ability to adapt and thrive in change-heavy environments\n\n - Proficiency with CRM platforms, preferably Salesforce\n\n - FinTech, SMB or lending experience is a plus, but not required\n\n\nWHERE:\n\n - This role will be based in Scottsdale, AZ\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nPay Transparency:\n\n - The compensation for this role is $100K-150K base (OTE: $140K-190K)\n\n - Base pay offered may vary within the posted range based on several factors, including but not limited to education, job-related knowledge, skills, experience, and location.\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n\n\n#LI-Onsite"},{"id":"0a48fd44-8f59-4f6e-b6b3-84f4fb5aedfa","title":"Sales Trainer (Scottsdale, AZ)","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business Arizona","secondaryLocations":[],"publishedAt":"2026-07-30T22:56:17.930+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"85251","addressRegion":"Arizona","addressCountry":"United States","addressLocality":"Scottsdale"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/0a48fd44-8f59-4f6e-b6b3-84f4fb5aedfa","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/0a48fd44-8f59-4f6e-b6b3-84f4fb5aedfa/application","descriptionHtml":"<p style=\"min-height:1.5em\"><strong>At NerdWallet, we're on a mission to provide clarity for all of life's financial decisions.</strong> Every small business has a unique story, and we're passionate about helping entrepreneurs access the financing they need to start, grow, and succeed. As part of our Small Business Sales team, you'll play a critical role in developing the sales professionals who make that mission possible.</p><p style=\"min-height:1.5em\">We're looking for a <strong>Sales Trainer</strong> who is passionate about developing people, elevating sales performance, and building a culture of continuous learning. This is a highly collaborative, hands-on role where you'll partner closely with Sales Leadership to onboard new Account Executives, coach existing team members, and reinforce the sales behaviors that drive exceptional customer outcomes.</p><p style=\"min-height:1.5em\">You'll spend time where it matters most—embedded with the sales team—observing live customer conversations, facilitating coaching sessions, analyzing performance trends, and helping representatives sharpen their consultative selling skills. If you thrive in a fast-paced environment, enjoy helping others succeed, and love translating coaching into measurable business impact, we'd love to meet you.<br /></p><h1><strong>Where you can make an impact:</strong></h1><p style=\"min-height:1.5em\">As a Sales Trainer, you'll serve as a trusted partner to Sales Leadership while helping representatives build the confidence, skills, and product knowledge needed to succeed.</p><p style=\"min-height:1.5em\">This role is approximately 70% new hire onboarding facilitation and 30% ongoing sales coaching. You'll:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Lead an engaging onboarding program that prepares new Account Executives to confidently navigate customer conversations, master our sales process, and achieve ramp expectations.</p></li><li><p style=\"min-height:1.5em\">Deliver ongoing coaching through live call observation, call reviews, role plays, deal strategy sessions, objection-handling exercises, and pitch refinement.</p></li><li><p style=\"min-height:1.5em\">Maintain a consistent presence on the sales floor, identifying coaching opportunities and providing timely, actionable feedback that improves performance.</p></li><li><p style=\"min-height:1.5em\">Reinforce NerdWallet Small Business's Challenger-based and consultative sales methodology throughout every stage of the customer journey.</p></li><li><p style=\"min-height:1.5em\">Coach representatives on discovery, objection handling, urgency creation, lender positioning, financing education, ROI articulation, follow-up strategy, and closing execution.</p></li><li><p style=\"min-height:1.5em\">Become a subject matter expert on small business financing, alternative lending solutions, borrower profiles, lender programs, and deal positioning.</p></li><li><p style=\"min-height:1.5em\">Partner closely with Sales Leadership, Business Development, Product, and Operations to ensure onboarding and coaching remain aligned with business priorities, market trends, and product updates.</p></li><li><p style=\"min-height:1.5em\">Analyze call recordings, coaching observations, and performance metrics to identify recurring skill gaps and develop targeted coaching plans.</p></li><li><p style=\"min-height:1.5em\">Create and continuously improve practical enablement materials including playbooks, talk tracks, call examples, role-play scenarios, and job aids.</p></li><li><p style=\"min-height:1.5em\">Support frontline sales managers by reinforcing coaching best practices and driving consistency across teams.</p></li></ul><h1><strong>Where you can grow:</strong></h1><p style=\"min-height:1.5em\">At NerdWallet, learning doesn't stop after onboarding. As a Sales Trainer, you'll have the opportunity to influence the development of an entire sales organization while partnering closely with leadership to shape coaching strategy, improve onboarding programs, and continuously raise the bar for sales excellence. You'll build strong cross-functional relationships, expand your expertise in sales enablement, and directly contribute to the growth of both our people and our business.</p><p style=\"min-height:1.5em\"></p><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">3+ years of experience in sales training, sales enablement, sales coaching, or frontline sales leadership within a fast-paced, quota-driven organization.</p></li><li><p style=\"min-height:1.5em\">A proven track record of onboarding new sales representatives and improving speed to productivity.</p></li><li><p style=\"min-height:1.5em\">Experience coaching sales professionals through live observation, call reviews, role plays, and direct feedback.</p></li><li><p style=\"min-height:1.5em\">A strong understanding of Challenger, consultative, and transactional sales methodologies.</p></li><li><p style=\"min-height:1.5em\">Excellent communication, facilitation, and relationship-building skills.</p></li><li><p style=\"min-height:1.5em\">The ability to deliver direct, actionable coaching while building trust and credibility across the sales organization.</p></li><li><p style=\"min-height:1.5em\">Experience using sales and enablement technologies such as Gong, Salesforce, LMS platforms, or similar tools.</p></li><li><p style=\"min-height:1.5em\">A data-driven mindset with the ability to connect coaching activities to measurable improvements in sales behaviors and business outcomes.</p></li><li><p style=\"min-height:1.5em\">Willingness to travel approximately twice per quarter to support in-person onboarding, training, and coaching.</p></li></ul><p style=\"min-height:1.5em\"><strong>Preferred qualifications:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Experience selling or coaching within small business financial services, alternative lending, merchant cash advance (MCA), fintech, or another high-volume transactional sales environment.</p></li><li><p style=\"min-height:1.5em\">Formal certification or experience with recognized sales methodologies such as Challenger, SPIN Selling, Sandler, or MEDDICC.</p></li></ul><h1><strong>How you'll know you're successful</strong></h1><p style=\"min-height:1.5em\">Success in this role will be measured by the impact you have on the development and performance of our sales organization. You'll help new hires ramp more quickly, improve the quality of customer conversations, strengthen sales execution, increase conversion rates and funded revenue, reduce recurring performance gaps, and build a culture where coaching is an everyday part of winning.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role is Full-time in office and will be based in Scottsdale, AZ.</p></li></ul><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p><p style=\"min-height:1.5em\"></p><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency: </strong>$85,000 - $117,000 base + equity</p><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"At NerdWallet, we're on a mission to provide clarity for all of life's financial decisions. Every small business has a unique story, and we're passionate about helping entrepreneurs access the financing they need to start, grow, and succeed. As part of our Small Business Sales team, you'll play a critical role in developing the sales professionals who make that mission possible.\n\nWe're looking for a Sales Trainer who is passionate about developing people, elevating sales performance, and building a culture of continuous learning. This is a highly collaborative, hands-on role where you'll partner closely with Sales Leadership to onboard new Account Executives, coach existing team members, and reinforce the sales behaviors that drive exceptional customer outcomes.\n\nYou'll spend time where it matters most—embedded with the sales team—observing live customer conversations, facilitating coaching sessions, analyzing performance trends, and helping representatives sharpen their consultative selling skills. If you thrive in a fast-paced environment, enjoy helping others succeed, and love translating coaching into measurable business impact, we'd love to meet you.\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\nAs a Sales Trainer, you'll serve as a trusted partner to Sales Leadership while helping representatives build the confidence, skills, and product knowledge needed to succeed.\n\nThis role is approximately 70% new hire onboarding facilitation and 30% ongoing sales coaching. You'll:\n\n - Lead an engaging onboarding program that prepares new Account Executives to confidently navigate customer conversations, master our sales process, and achieve ramp expectations.\n\n - Deliver ongoing coaching through live call observation, call reviews, role plays, deal strategy sessions, objection-handling exercises, and pitch refinement.\n\n - Maintain a consistent presence on the sales floor, identifying coaching opportunities and providing timely, actionable feedback that improves performance.\n\n - Reinforce NerdWallet Small Business's Challenger-based and consultative sales methodology throughout every stage of the customer journey.\n\n - Coach representatives on discovery, objection handling, urgency creation, lender positioning, financing education, ROI articulation, follow-up strategy, and closing execution.\n\n - Become a subject matter expert on small business financing, alternative lending solutions, borrower profiles, lender programs, and deal positioning.\n\n - Partner closely with Sales Leadership, Business Development, Product, and Operations to ensure onboarding and coaching remain aligned with business priorities, market trends, and product updates.\n\n - Analyze call recordings, coaching observations, and performance metrics to identify recurring skill gaps and develop targeted coaching plans.\n\n - Create and continuously improve practical enablement materials including playbooks, talk tracks, call examples, role-play scenarios, and job aids.\n\n - Support frontline sales managers by reinforcing coaching best practices and driving consistency across teams.\n\n\nWHERE YOU CAN GROW:\n\nAt NerdWallet, learning doesn't stop after onboarding. As a Sales Trainer, you'll have the opportunity to influence the development of an entire sales organization while partnering closely with leadership to shape coaching strategy, improve onboarding programs, and continuously raise the bar for sales excellence. You'll build strong cross-functional relationships, expand your expertise in sales enablement, and directly contribute to the growth of both our people and our business.\n\n\n\n\nYOUR EXPERIENCE:\n\n - 3+ years of experience in sales training, sales enablement, sales coaching, or frontline sales leadership within a fast-paced, quota-driven organization.\n\n - A proven track record of onboarding new sales representatives and improving speed to productivity.\n\n - Experience coaching sales professionals through live observation, call reviews, role plays, and direct feedback.\n\n - A strong understanding of Challenger, consultative, and transactional sales methodologies.\n\n - Excellent communication, facilitation, and relationship-building skills.\n\n - The ability to deliver direct, actionable coaching while building trust and credibility across the sales organization.\n\n - Experience using sales and enablement technologies such as Gong, Salesforce, LMS platforms, or similar tools.\n\n - A data-driven mindset with the ability to connect coaching activities to measurable improvements in sales behaviors and business outcomes.\n\n - Willingness to travel approximately twice per quarter to support in-person onboarding, training, and coaching.\n\nPreferred qualifications:\n\n - Experience selling or coaching within small business financial services, alternative lending, merchant cash advance (MCA), fintech, or another high-volume transactional sales environment.\n\n - Formal certification or experience with recognized sales methodologies such as Challenger, SPIN Selling, Sandler, or MEDDICC.\n\n\nHOW YOU'LL KNOW YOU'RE SUCCESSFUL\n\nSuccess in this role will be measured by the impact you have on the development and performance of our sales organization. You'll help new hires ramp more quickly, improve the quality of customer conversations, strengthen sales execution, increase conversion rates and funded revenue, reduce recurring performance gaps, and build a culture where coaching is an everyday part of winning.\n\n\n\n\nWHERE:\n\n - This role is Full-time in office and will be based in Scottsdale, AZ.\n\nWe have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\nWe also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\n\n\nWHAT WE OFFER:\n\nPay Transparency: $85,000 - $117,000 base + equity\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Onsite"},{"id":"3fbf273f-112d-41a0-842d-1e59df39ad4b","title":"Sales Trainer (Manhattan, NY)","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business New York","secondaryLocations":[],"publishedAt":"2026-07-30T22:56:13.310+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"10038","addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/3fbf273f-112d-41a0-842d-1e59df39ad4b","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/3fbf273f-112d-41a0-842d-1e59df39ad4b/application","descriptionHtml":"<p style=\"min-height:1.5em\"><strong>At NerdWallet, we're on a mission to provide clarity for all of life's financial decisions.</strong> Every small business has a unique story, and we're passionate about helping entrepreneurs access the financing they need to start, grow, and succeed. As part of our Small Business Sales team, you'll play a critical role in developing the sales professionals who make that mission possible.</p><p style=\"min-height:1.5em\">We're looking for a <strong>Sales Trainer</strong> who is passionate about developing people, elevating sales performance, and building a culture of continuous learning. This is a highly collaborative, hands-on role where you'll partner closely with Sales Leadership to onboard new Account Executives, coach existing team members, and reinforce the sales behaviors that drive exceptional customer outcomes.</p><p style=\"min-height:1.5em\">You'll spend time where it matters most—embedded with the sales team—observing live customer conversations, facilitating coaching sessions, analyzing performance trends, and helping representatives sharpen their consultative selling skills. If you thrive in a fast-paced environment, enjoy helping others succeed, and love translating coaching into measurable business impact, we'd love to meet you.<br /></p><h1><strong>Where you can make an impact:</strong></h1><p style=\"min-height:1.5em\">As a Sales Trainer, you'll serve as a trusted partner to Sales Leadership while helping representatives build the confidence, skills, and product knowledge needed to succeed.</p><p style=\"min-height:1.5em\">This role is approximately 70% new hire onboarding facilitation and 30% ongoing sales coaching. You'll:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Lead an engaging onboarding program that prepares new Account Executives to confidently navigate customer conversations, master our sales process, and achieve ramp expectations.</p></li><li><p style=\"min-height:1.5em\">Deliver ongoing coaching through live call observation, call reviews, role plays, deal strategy sessions, objection-handling exercises, and pitch refinement.</p></li><li><p style=\"min-height:1.5em\">Maintain a consistent presence on the sales floor, identifying coaching opportunities and providing timely, actionable feedback that improves performance.</p></li><li><p style=\"min-height:1.5em\">Reinforce NerdWallet Small Business's Challenger-based and consultative sales methodology throughout every stage of the customer journey.</p></li><li><p style=\"min-height:1.5em\">Coach representatives on discovery, objection handling, urgency creation, lender positioning, financing education, ROI articulation, follow-up strategy, and closing execution.</p></li><li><p style=\"min-height:1.5em\">Become a subject matter expert on small business financing, alternative lending solutions, borrower profiles, lender programs, and deal positioning.</p></li><li><p style=\"min-height:1.5em\">Partner closely with Sales Leadership, Business Development, Product, and Operations to ensure onboarding and coaching remain aligned with business priorities, market trends, and product updates.</p></li><li><p style=\"min-height:1.5em\">Analyze call recordings, coaching observations, and performance metrics to identify recurring skill gaps and develop targeted coaching plans.</p></li><li><p style=\"min-height:1.5em\">Create and continuously improve practical enablement materials including playbooks, talk tracks, call examples, role-play scenarios, and job aids.</p></li><li><p style=\"min-height:1.5em\">Support frontline sales managers by reinforcing coaching best practices and driving consistency across teams.</p></li></ul><h1><strong>Where you can grow:</strong></h1><p style=\"min-height:1.5em\">At NerdWallet, learning doesn't stop after onboarding. As a Sales Trainer, you'll have the opportunity to influence the development of an entire sales organization while partnering closely with leadership to shape coaching strategy, improve onboarding programs, and continuously raise the bar for sales excellence. You'll build strong cross-functional relationships, expand your expertise in sales enablement, and directly contribute to the growth of both our people and our business.</p><p style=\"min-height:1.5em\"></p><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">3+ years of experience in sales training, sales enablement, sales coaching, or frontline sales leadership within a fast-paced, quota-driven organization.</p></li><li><p style=\"min-height:1.5em\">A proven track record of onboarding new sales representatives and improving speed to productivity.</p></li><li><p style=\"min-height:1.5em\">Experience coaching sales professionals through live observation, call reviews, role plays, and direct feedback.</p></li><li><p style=\"min-height:1.5em\">A strong understanding of Challenger, consultative, and transactional sales methodologies.</p></li><li><p style=\"min-height:1.5em\">Excellent communication, facilitation, and relationship-building skills.</p></li><li><p style=\"min-height:1.5em\">The ability to deliver direct, actionable coaching while building trust and credibility across the sales organization.</p></li><li><p style=\"min-height:1.5em\">Experience using sales and enablement technologies such as Gong, Salesforce, LMS platforms, or similar tools.</p></li><li><p style=\"min-height:1.5em\">A data-driven mindset with the ability to connect coaching activities to measurable improvements in sales behaviors and business outcomes.</p></li><li><p style=\"min-height:1.5em\">Willingness to travel approximately twice per quarter to support in-person onboarding, training, and coaching.</p></li></ul><p style=\"min-height:1.5em\"><strong>Preferred qualifications:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Experience selling or coaching within small business financial services, alternative lending, merchant cash advance (MCA), fintech, or another high-volume transactional sales environment.</p></li><li><p style=\"min-height:1.5em\">Formal certification or experience with recognized sales methodologies such as Challenger, SPIN Selling, Sandler, or MEDDICC.</p></li></ul><h1><strong>How you'll know you're successful</strong></h1><p style=\"min-height:1.5em\">Success in this role will be measured by the impact you have on the development and performance of our sales organization. You'll help new hires ramp more quickly, improve the quality of customer conversations, strengthen sales execution, increase conversion rates and funded revenue, reduce recurring performance gaps, and build a culture where coaching is an everyday part of winning.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in New York, NY.</p></li></ul><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p><p style=\"min-height:1.5em\"></p><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency: </strong>$96,000 - $132,000 base + equity</p><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"At NerdWallet, we're on a mission to provide clarity for all of life's financial decisions. Every small business has a unique story, and we're passionate about helping entrepreneurs access the financing they need to start, grow, and succeed. As part of our Small Business Sales team, you'll play a critical role in developing the sales professionals who make that mission possible.\n\nWe're looking for a Sales Trainer who is passionate about developing people, elevating sales performance, and building a culture of continuous learning. This is a highly collaborative, hands-on role where you'll partner closely with Sales Leadership to onboard new Account Executives, coach existing team members, and reinforce the sales behaviors that drive exceptional customer outcomes.\n\nYou'll spend time where it matters most—embedded with the sales team—observing live customer conversations, facilitating coaching sessions, analyzing performance trends, and helping representatives sharpen their consultative selling skills. If you thrive in a fast-paced environment, enjoy helping others succeed, and love translating coaching into measurable business impact, we'd love to meet you.\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\nAs a Sales Trainer, you'll serve as a trusted partner to Sales Leadership while helping representatives build the confidence, skills, and product knowledge needed to succeed.\n\nThis role is approximately 70% new hire onboarding facilitation and 30% ongoing sales coaching. You'll:\n\n - Lead an engaging onboarding program that prepares new Account Executives to confidently navigate customer conversations, master our sales process, and achieve ramp expectations.\n\n - Deliver ongoing coaching through live call observation, call reviews, role plays, deal strategy sessions, objection-handling exercises, and pitch refinement.\n\n - Maintain a consistent presence on the sales floor, identifying coaching opportunities and providing timely, actionable feedback that improves performance.\n\n - Reinforce NerdWallet Small Business's Challenger-based and consultative sales methodology throughout every stage of the customer journey.\n\n - Coach representatives on discovery, objection handling, urgency creation, lender positioning, financing education, ROI articulation, follow-up strategy, and closing execution.\n\n - Become a subject matter expert on small business financing, alternative lending solutions, borrower profiles, lender programs, and deal positioning.\n\n - Partner closely with Sales Leadership, Business Development, Product, and Operations to ensure onboarding and coaching remain aligned with business priorities, market trends, and product updates.\n\n - Analyze call recordings, coaching observations, and performance metrics to identify recurring skill gaps and develop targeted coaching plans.\n\n - Create and continuously improve practical enablement materials including playbooks, talk tracks, call examples, role-play scenarios, and job aids.\n\n - Support frontline sales managers by reinforcing coaching best practices and driving consistency across teams.\n\n\nWHERE YOU CAN GROW:\n\nAt NerdWallet, learning doesn't stop after onboarding. As a Sales Trainer, you'll have the opportunity to influence the development of an entire sales organization while partnering closely with leadership to shape coaching strategy, improve onboarding programs, and continuously raise the bar for sales excellence. You'll build strong cross-functional relationships, expand your expertise in sales enablement, and directly contribute to the growth of both our people and our business.\n\n\n\n\nYOUR EXPERIENCE:\n\n - 3+ years of experience in sales training, sales enablement, sales coaching, or frontline sales leadership within a fast-paced, quota-driven organization.\n\n - A proven track record of onboarding new sales representatives and improving speed to productivity.\n\n - Experience coaching sales professionals through live observation, call reviews, role plays, and direct feedback.\n\n - A strong understanding of Challenger, consultative, and transactional sales methodologies.\n\n - Excellent communication, facilitation, and relationship-building skills.\n\n - The ability to deliver direct, actionable coaching while building trust and credibility across the sales organization.\n\n - Experience using sales and enablement technologies such as Gong, Salesforce, LMS platforms, or similar tools.\n\n - A data-driven mindset with the ability to connect coaching activities to measurable improvements in sales behaviors and business outcomes.\n\n - Willingness to travel approximately twice per quarter to support in-person onboarding, training, and coaching.\n\nPreferred qualifications:\n\n - Experience selling or coaching within small business financial services, alternative lending, merchant cash advance (MCA), fintech, or another high-volume transactional sales environment.\n\n - Formal certification or experience with recognized sales methodologies such as Challenger, SPIN Selling, Sandler, or MEDDICC.\n\n\nHOW YOU'LL KNOW YOU'RE SUCCESSFUL\n\nSuccess in this role will be measured by the impact you have on the development and performance of our sales organization. You'll help new hires ramp more quickly, improve the quality of customer conversations, strengthen sales execution, increase conversion rates and funded revenue, reduce recurring performance gaps, and build a culture where coaching is an everyday part of winning.\n\n\n\n\nWHERE:\n\n - This role will be based in New York, NY.\n\nWe have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\nWe also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\n\n\nWHAT WE OFFER:\n\nPay Transparency: $96,000 - $132,000 base + equity\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Onsite"},{"id":"aa48b155-fbf6-43a3-b710-f480b27b8cd0","title":"Business Development Associate","department":"Business","team":"Business","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-08-14T21:15:56.225+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/aa48b155-fbf6-43a3-b710-f480b27b8cd0","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/aa48b155-fbf6-43a3-b710-f480b27b8cd0/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.</p><p style=\"min-height:1.5em\">The Business Development Associate, SMB Products helps manage and grow NerdWallet’s SMB product partnerships across Credit Cards, Banking, and Software. This role manages the day-to-day performance of assigned partnerships and serves as a trusted, consultative resource to partners, using quantitative and qualitative insights to identify opportunities that improve partnership performance and drive revenue growth. The role also supports the development of NerdWallet’s SMB partner network by identifying prospective partners, evaluating partnership opportunities, and helping launch new relationships aligned with the long-term goals of the SMB Products business.</p><p style=\"min-height:1.5em\">You are a highly organized and analytical business development professional who can independently manage day-to-day partner priorities while coordinating effectively with internal stakeholders. You understand the drivers of partnership performance and use data, business context, and partner insights to identify opportunities for incremental growth.</p><p style=\"min-height:1.5em\">You build collaborative relationships with partners and cross-functional teams, communicate clearly across a variety of audiences and mediums, and are comfortable presenting recommendations and performance insights. You effectively manage competing priorities, follow through on commitments, and take ownership of resolving issues that may affect partner performance or the consumer experience. You bring a growth mindset to your work, contribute ideas and new approaches, and know when to engage your manager or other stakeholders for support on more complex or ambiguous decisions.</p><p style=\"min-height:1.5em\">This role reports to the Director, Business Development.<br /></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage the day-to-day performance and operations of assigned SMB product partnerships, building trusted relationships with partners and supporting achievement of revenue and performance goals.</p></li><li><p style=\"min-height:1.5em\">Analyze onsite and partnership performance to identify key trends, opportunities, and potential issues affecting conversion, partner performance, and revenue.</p></li><li><p style=\"min-height:1.5em\">Lead recurring business and performance reviews with partners and internal stakeholders, translating quantitative and qualitative insights into clear recommendations and actionable next steps.</p></li><li><p style=\"min-height:1.5em\">Identify, develop, and pitch growth opportunities to existing partners that can increase partnership value, improve performance, and generate incremental revenue.</p></li><li><p style=\"min-height:1.5em\">Partner with Content, Product, Quality Assurance, Engineering, and other internal teams to execute partnership initiatives and maintain an effective consumer experience and accurate product positioning across NerdWallet.</p></li><li><p style=\"min-height:1.5em\">Develop and recommend pricing and commercial opportunities with existing partners, supporting negotiations that improve partnership economics and contribute to SMB Products revenue growth.</p></li><li><p style=\"min-height:1.5em\">Prospect and evaluate potential new partners based on business needs, consumer value, and alignment with NerdWallet’s longer-term SMB Products strategy.</p></li><li><p style=\"min-height:1.5em\">Coordinate the launch and implementation of new partnerships, working across internal and external stakeholders to ensure requirements, deliverables, and timelines are effectively managed.</p></li><li><p style=\"min-height:1.5em\">Monitor partner needs, deliverables, and dependencies and proactively surface risks, opportunities, or performance issues that may require additional support or escalation.</p></li><li><p style=\"min-height:1.5em\">Maintain a strong understanding of the SMB Products business and assigned partner categories to inform partner conversations and contribute ideas for improving business performance.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Bachelor’s degree required</p></li><li><p style=\"min-height:1.5em\">4–5+ years of relevant experience in business development, partner management, affiliate marketing, partner marketing, or a related role, ideally within a high-growth or similarly scaled organization.</p></li><li><p style=\"min-height:1.5em\">Demonstrated ability to manage external partner relationships and balance partner needs with internal business priorities.</p></li><li><p style=\"min-height:1.5em\">Strong analytical and problem-solving skills, with the ability to interpret performance data, identify business drivers, and translate findings into actionable recommendations.</p></li><li><p style=\"min-height:1.5em\">Business acumen and an understanding of how partnership performance, pricing, conversion, and other commercial drivers contribute to revenue growth.</p></li><li><p style=\"min-height:1.5em\">Strong written, verbal, presentation, and interpersonal communication skills, with the ability to communicate clearly and succinctly across different audiences and mediums.</p></li><li><p style=\"min-height:1.5em\">Ability to build collaborative relationships with immediate team members, functional business partners, and external stakeholders.</p></li><li><p style=\"min-height:1.5em\">Ability to prioritize routine responsibilities and projects, manage multiple concurrent priorities, and follow through on dependencies and commitments.</p></li><li><p style=\"min-height:1.5em\">Demonstrated initiative and willingness to identify opportunities, contribute ideas, and try new approaches to achieving business results.</p></li><li><p style=\"min-height:1.5em\">Ability to exercise sound judgment within established areas of responsibility and recognize when complex or ambiguous issues should be escalated for additional guidance.</p></li><li><p style=\"min-height:1.5em\">Strong organizational and time-management skills with the ability to perform effectively against goals and deadlines.</p></li></ul><p style=\"min-height:1.5em\"><strong>Preferred Qualifications:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Experience in financial services, lending, financial technology, or SMB-focused products.</p></li><li><p style=\"min-height:1.5em\">Experience working with affiliate or performance-based commercial partnerships.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Remote</p>","descriptionPlain":"At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.\n\nThe Business Development Associate, SMB Products helps manage and grow NerdWallet’s SMB product partnerships across Credit Cards, Banking, and Software. This role manages the day-to-day performance of assigned partnerships and serves as a trusted, consultative resource to partners, using quantitative and qualitative insights to identify opportunities that improve partnership performance and drive revenue growth. The role also supports the development of NerdWallet’s SMB partner network by identifying prospective partners, evaluating partnership opportunities, and helping launch new relationships aligned with the long-term goals of the SMB Products business.\n\nYou are a highly organized and analytical business development professional who can independently manage day-to-day partner priorities while coordinating effectively with internal stakeholders. You understand the drivers of partnership performance and use data, business context, and partner insights to identify opportunities for incremental growth.\n\nYou build collaborative relationships with partners and cross-functional teams, communicate clearly across a variety of audiences and mediums, and are comfortable presenting recommendations and performance insights. You effectively manage competing priorities, follow through on commitments, and take ownership of resolving issues that may affect partner performance or the consumer experience. You bring a growth mindset to your work, contribute ideas and new approaches, and know when to engage your manager or other stakeholders for support on more complex or ambiguous decisions.\n\nThis role reports to the Director, Business Development.\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Manage the day-to-day performance and operations of assigned SMB product partnerships, building trusted relationships with partners and supporting achievement of revenue and performance goals.\n\n - Analyze onsite and partnership performance to identify key trends, opportunities, and potential issues affecting conversion, partner performance, and revenue.\n\n - Lead recurring business and performance reviews with partners and internal stakeholders, translating quantitative and qualitative insights into clear recommendations and actionable next steps.\n\n - Identify, develop, and pitch growth opportunities to existing partners that can increase partnership value, improve performance, and generate incremental revenue.\n\n - Partner with Content, Product, Quality Assurance, Engineering, and other internal teams to execute partnership initiatives and maintain an effective consumer experience and accurate product positioning across NerdWallet.\n\n - Develop and recommend pricing and commercial opportunities with existing partners, supporting negotiations that improve partnership economics and contribute to SMB Products revenue growth.\n\n - Prospect and evaluate potential new partners based on business needs, consumer value, and alignment with NerdWallet’s longer-term SMB Products strategy.\n\n - Coordinate the launch and implementation of new partnerships, working across internal and external stakeholders to ensure requirements, deliverables, and timelines are effectively managed.\n\n - Monitor partner needs, deliverables, and dependencies and proactively surface risks, opportunities, or performance issues that may require additional support or escalation.\n\n - Maintain a strong understanding of the SMB Products business and assigned partner categories to inform partner conversations and contribute ideas for improving business performance.\n\n\nYOUR EXPERIENCE:\n\n - Bachelor’s degree required\n\n - 4–5+ years of relevant experience in business development, partner management, affiliate marketing, partner marketing, or a related role, ideally within a high-growth or similarly scaled organization.\n\n - Demonstrated ability to manage external partner relationships and balance partner needs with internal business priorities.\n\n - Strong analytical and problem-solving skills, with the ability to interpret performance data, identify business drivers, and translate findings into actionable recommendations.\n\n - Business acumen and an understanding of how partnership performance, pricing, conversion, and other commercial drivers contribute to revenue growth.\n\n - Strong written, verbal, presentation, and interpersonal communication skills, with the ability to communicate clearly and succinctly across different audiences and mediums.\n\n - Ability to build collaborative relationships with immediate team members, functional business partners, and external stakeholders.\n\n - Ability to prioritize routine responsibilities and projects, manage multiple concurrent priorities, and follow through on dependencies and commitments.\n\n - Demonstrated initiative and willingness to identify opportunities, contribute ideas, and try new approaches to achieving business results.\n\n - Ability to exercise sound judgment within established areas of responsibility and recognize when complex or ambiguous issues should be escalated for additional guidance.\n\n - Strong organizational and time-management skills with the ability to perform effectively against goals and deadlines.\n\nPreferred Qualifications:\n\n - Experience in financial services, lending, financial technology, or SMB-focused products.\n\n - Experience working with affiliate or performance-based commercial partnerships.\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Remote"},{"id":"8e7f1216-f101-4962-9ce6-1a4c9d7a3c5d","title":"Business Development Lead, Consumer Lending","department":"Business","team":"Business","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-08-25T18:00:50.478+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/8e7f1216-f101-4962-9ce6-1a4c9d7a3c5d","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/8e7f1216-f101-4962-9ce6-1a4c9d7a3c5d/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions​ and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact​ because when one Nerd levels up, we all do.</p><p style=\"min-height:1.5em\">The Business Development Lead will support the Consumer Lending Vertical and interface with various external partners, owning and upleveling the NerdWallet portfolio of partners for the assigned business.  The BD Lead will help shape the broader partnership strategy for assigned vertical(s), while evolving and delivering upon a defensible and sustainable partner value proposition.</p><p style=\"min-height:1.5em\">Responsible for partner management, prospect identification, strategy development, and economics optimization, including opportunity sizing, pricing negotiation, and the business case development to drive sustained revenue growth for the vertical. An individual contributor, this position will collaborate with teammate(s) that oversee partner relationships and program operations, while working directly with the category General Manager and Product leads to gain buy-in and execute initiatives.</p><p style=\"min-height:1.5em\">This is a dynamic, client-facing role requiring strategic thinking, operational excellence, and a proven record of managing partnerships that involve internal and external stakeholders. The BD Lead is capable of finding balanced and novel solutions to complex problems in often ambiguous situations.</p><p style=\"min-height:1.5em\">This role reports to the Director, Business Development.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Cultivate and grow NerdWallet’s relationships with existing clients to meet revenue and performance targets across multiple high-impact partnerships</p></li><li><p style=\"min-height:1.5em\">Drive and deliver short and long-term revenue growth through optimization and innovation</p></li><li><p style=\"min-height:1.5em\">Identify, socialize, and execute new business initiatives in collaboration with key internal and external stakeholders</p></li><li><p style=\"min-height:1.5em\">Define and implement operational processes and standards to improve working efficiency and effectiveness</p></li><li><p style=\"min-height:1.5em\">Provide a positive and results-oriented work environment among team members and partners</p></li></ul><h1><strong>You are:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\"><strong>Results oriented and analytical: </strong>Ability to identify and understand key business drivers, set meaningful goals, and track progress towards results</p></li><li><p style=\"min-height:1.5em\"><strong>Strategic and methodical:</strong> Ability to analyze, learn, and understand situations quickly and holistically and focus on the activities that matter the most</p></li><li><p style=\"min-height:1.5em\"><strong>Highly productive</strong>: Able to manage partner needs across multiple products while simultaneously coordinating with various internal stakeholders</p></li><li><p style=\"min-height:1.5em\"><strong>Strong communicator and influencer: </strong>Ability to craft unified messages across different audience types: partners, team, collaborators, and executives</p></li><li><p style=\"min-height:1.5em\"><strong>Creative</strong>: Ability to draw upon and leverage past learnings and observations to find opportunities to solve problems and drive growth</p></li><li><p style=\"min-height:1.5em\"><strong>Organized</strong>: Excellent time management and organizational skills. Experience balancing numerous different priorities and demands</p></li><li><p style=\"min-height:1.5em\"><strong>Entrepreneurial</strong>: You love working through ambiguous challenges and building new things</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">6+ years of experience in strategic and B2B partnership roles, with a demonstrated track-record of developing, nurturing, and successfully executing a strategy</p></li><li><p style=\"min-height:1.5em\">Experience working with or for other digital affiliates, online-based businesses, and/or consumer acquisition</p></li><li><p style=\"min-height:1.5em\">Proven track record of delivering and exceeding business results</p></li><li><p style=\"min-height:1.5em\">Understanding of business models, products and strategies</p></li><li><p style=\"min-height:1.5em\">Intellectual curiosity and desire to become an expert</p></li><li><p style=\"min-height:1.5em\">Excellent verbal and written communication skills</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Remote</p><p style=\"min-height:1.5em\">#LI-4</p>","descriptionPlain":"At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions  and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact  because when one Nerd levels up, we all do.\n\nThe Business Development Lead will support the Consumer Lending Vertical and interface with various external partners, owning and upleveling the NerdWallet portfolio of partners for the assigned business.  The BD Lead will help shape the broader partnership strategy for assigned vertical(s), while evolving and delivering upon a defensible and sustainable partner value proposition.\n\nResponsible for partner management, prospect identification, strategy development, and economics optimization, including opportunity sizing, pricing negotiation, and the business case development to drive sustained revenue growth for the vertical. An individual contributor, this position will collaborate with teammate(s) that oversee partner relationships and program operations, while working directly with the category General Manager and Product leads to gain buy-in and execute initiatives.\n\nThis is a dynamic, client-facing role requiring strategic thinking, operational excellence, and a proven record of managing partnerships that involve internal and external stakeholders. The BD Lead is capable of finding balanced and novel solutions to complex problems in often ambiguous situations.\n\nThis role reports to the Director, Business Development.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Cultivate and grow NerdWallet’s relationships with existing clients to meet revenue and performance targets across multiple high-impact partnerships\n\n - Drive and deliver short and long-term revenue growth through optimization and innovation\n\n - Identify, socialize, and execute new business initiatives in collaboration with key internal and external stakeholders\n\n - Define and implement operational processes and standards to improve working efficiency and effectiveness\n\n - Provide a positive and results-oriented work environment among team members and partners\n\n\nYOU ARE:\n\n - Results oriented and analytical: Ability to identify and understand key business drivers, set meaningful goals, and track progress towards results\n\n - Strategic and methodical: Ability to analyze, learn, and understand situations quickly and holistically and focus on the activities that matter the most\n\n - Highly productive: Able to manage partner needs across multiple products while simultaneously coordinating with various internal stakeholders\n\n - Strong communicator and influencer: Ability to craft unified messages across different audience types: partners, team, collaborators, and executives\n\n - Creative: Ability to draw upon and leverage past learnings and observations to find opportunities to solve problems and drive growth\n\n - Organized: Excellent time management and organizational skills. Experience balancing numerous different priorities and demands\n\n - Entrepreneurial: You love working through ambiguous challenges and building new things\n\n\nYOUR EXPERIENCE:\n\n - 6+ years of experience in strategic and B2B partnership roles, with a demonstrated track-record of developing, nurturing, and successfully executing a strategy\n\n - Experience working with or for other digital affiliates, online-based businesses, and/or consumer acquisition\n\n - Proven track record of delivering and exceeding business results\n\n - Understanding of business models, products and strategies\n\n - Intellectual curiosity and desire to become an expert\n\n - Excellent verbal and written communication skills\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Remote\n\n#LI-4"},{"id":"5c25c51c-55e8-4b1c-9c03-eeb0f4321479","title":"Performance Marketing Manager, Paid Social Multiple Verticals","department":"Marketing","team":"Marketing","employmentType":"FullTime","location":"NerdWallet US","secondaryLocations":[],"publishedAt":"2026-08-20T23:28:36.443+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"United States"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/5c25c51c-55e8-4b1c-9c03-eeb0f4321479","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/5c25c51c-55e8-4b1c-9c03-eeb0f4321479/application","descriptionHtml":"<p style=\"min-height:1.5em\">At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.</p><p style=\"min-height:1.5em\">We're looking for a paid media strategist with deep paid social lead-gen experience to scale multiple financial services verticals including: auto insurance, personal loans, mortgage/home equity, banking, investing, credit cards, and other emerging verticals.</p><p style=\"min-height:1.5em\">This is a hands-on, strategic role: you'll build the paid social testing roadmap, launch and optimize campaigns in-platform, partner with data and analytics teams on measurement, and turn performance trends into clear recommendations for stakeholders including vertical managers. Success here requires strong measurement fundamentals, high-quality creative, clear funnel strategy, platform expertise, and constant iteration — not just launching ads.</p><p style=\"min-height:1.5em\">This role reports to the Managing Director.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><p style=\"min-height:1.5em\"><strong>Strategy &amp; Campaign Ownership</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Own paid social strategy, execution, and performance across multiple verticals, aligning campaigns to each vertical's growth targets, funnel dynamics, and audience needs</p></li><li><p style=\"min-height:1.5em\">Build campaign structures across Meta, TikTok, and other platforms as needed</p></li><li><p style=\"min-height:1.5em\">Set objectives, bidding strategy, audience approach, budget allocation, and conversion events per campaign</p></li><li><p style=\"min-height:1.5em\">Manage campaigns end-to-end: setup, QA, pacing, troubleshooting, optimization</p></li><li><p style=\"min-height:1.5em\">Build testing plans for new verticals, bidding strategies, conversion events, creative angles, and funnel experiences</p></li></ul><p style=\"min-height:1.5em\"><strong>Optimization &amp; Performance</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Monitor performance and diagnose whether issues stem from creative fatigue, tracking gaps, funnel friction, audience limits, delivery, or data quality</p></li><li><p style=\"min-height:1.5em\">Make budget and pacing calls based on performance trends and business priorities</p></li><li><p style=\"min-height:1.5em\">Stay current on platform, algorithm, privacy, and ad product changes</p></li></ul><p style=\"min-height:1.5em\"><strong>Reporting &amp; Stakeholder Communication</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Own recurring performance reporting — results, trends, learnings, risks, next steps</p></li><li><p style=\"min-height:1.5em\">Translate platform performance into business impact for vertical leads and leadership</p></li><li><p style=\"min-height:1.5em\">Communicate tracking issues, data discrepancies, and testing results clearly and proactively</p></li></ul><p style=\"min-height:1.5em\"><strong>Data, Tracking &amp; Measurement</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Partner with data, analytics, and engineering teams to define measurement needs and map new conversion events</p></li><li><p style=\"min-height:1.5em\">Troubleshoot discrepancies between platform and backend data (attribution, event firing, duplicates, timing)</p></li><li><p style=\"min-height:1.5em\">Help build measurement frameworks that optimize toward lead quality and business outcomes, not just volume</p></li></ul><p style=\"min-height:1.5em\"><strong>Creative Strategy</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Lead creative strategy across verticals: messaging angles, hooks, scripts, static/video/UGC concepts</p></li><li><p style=\"min-height:1.5em\">Write creative briefs covering business goal, audience, value prop, and key claims</p></li><li><p style=\"min-height:1.5em\">Review assets for clarity and platform fit; give feedback through concept, script, and production stages</p></li><li><p style=\"min-height:1.5em\">Build creative testing roadmaps and turn results into next-round recommendations</p></li></ul><p style=\"min-height:1.5em\"><strong>Landing Page &amp; Funnel Strategy</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Evaluate landing pages and funnels for message match, conversion flow, and drop-off</p></li><li><p style=\"min-height:1.5em\">Recommend and support tests across landing pages, advertorials, lead forms, quizzes, and prequalification flows</p></li><li><p style=\"min-height:1.5em\">Ensure creative, landing pages, and tracking are aligned before launch</p></li></ul><p style=\"min-height:1.5em\"><strong>Platform Partnerships &amp; Competitive Research</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage relationships with platform reps; evaluate their recommendations against NerdWallet's goals and data quality</p></li><li><p style=\"min-height:1.5em\">Track competitor creative, offers, and funnel approaches; feed insights back into strategy</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\"><strong>5+ years</strong> of paid social experience, ideally in financial lead generation</p></li><li><p style=\"min-height:1.5em\"><strong>Bachelor's degree</strong> in marketing, business, or a related field, or equivalent practical experience</p></li><li><p style=\"min-height:1.5em\"><strong>Direct, hands-on experience running campaigns on both Meta Ads Manager and TikTok Ads Manager</strong> is required</p></li><li><p style=\"min-height:1.5em\">Proven track record <strong>scaling paid social budgets</strong> (six figures+ in monthly spend preferred) while maintaining or improving CPA/CAC and ROAS</p></li><li><p style=\"min-height:1.5em\">Experience managing toward lead gen, revenue, ROAS, CPA/CAC, or funnel-based goals</p></li><li><p style=\"min-height:1.5em\">Ability to build paid media strategy from the ground up — structure, testing, measurement, creative, optimization</p></li><li><p style=\"min-height:1.5em\">Strong analytical skills, comfortable with both platform and backend business data</p></li><li><p style=\"min-height:1.5em\">Experience troubleshooting tracking, attribution, or reporting discrepancies</p></li><li><p style=\"min-height:1.5em\">Experience writing creative briefs and giving feedback to creative teams or external partners</p></li><li><p style=\"min-height:1.5em\">Strong project management skills across multiple concurrent verticals and workstreams</p></li><li><p style=\"min-height:1.5em\">Clear, confident communicator who can translate data into recommendations for non-technical audiences</p></li></ul><p style=\"min-height:1.5em\"><strong>Preferred qualifications:</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Experience advertising on <strong>LinkedIn, Reddit, Quora, or X</strong></p></li><li><p style=\"min-height:1.5em\">Experience in financial services (insurance, lending, wealth, banking, investing, mortgage, home equity, or other regulated categories)</p></li><li><p style=\"min-height:1.5em\">Experience with lead gen funnels, prequalification/quiz flows, marketplace models, or affiliate/partner revenue models</p></li><li><p style=\"min-height:1.5em\">Experience optimizing toward backend events — funded loans, booked appointments, matched leads</p></li><li><p style=\"min-height:1.5em\">Experience with CAPI/server-side tracking and conversion signal quality</p></li><li><p style=\"min-height:1.5em\">Experience with UGC creative, creator partnerships, or video production workflows</p></li><li><p style=\"min-height:1.5em\">Comfort working with legal, compliance, or brand review processes in regulated industries</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be remote (based in the U.S.).</p></li><li><p style=\"min-height:1.5em\">We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar</p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"> <u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"> <u>(Spanish/Español)</u></a> </p></li></ul><p style=\"min-height:1.5em\">#LI-Remote</p><p style=\"min-height:1.5em\">#LI-4</p>","descriptionPlain":"At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.\n\nWe're looking for a paid media strategist with deep paid social lead-gen experience to scale multiple financial services verticals including: auto insurance, personal loans, mortgage/home equity, banking, investing, credit cards, and other emerging verticals.\n\nThis is a hands-on, strategic role: you'll build the paid social testing roadmap, launch and optimize campaigns in-platform, partner with data and analytics teams on measurement, and turn performance trends into clear recommendations for stakeholders including vertical managers. Success here requires strong measurement fundamentals, high-quality creative, clear funnel strategy, platform expertise, and constant iteration — not just launching ads.\n\nThis role reports to the Managing Director.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\nStrategy & Campaign Ownership\n\n - Own paid social strategy, execution, and performance across multiple verticals, aligning campaigns to each vertical's growth targets, funnel dynamics, and audience needs\n\n - Build campaign structures across Meta, TikTok, and other platforms as needed\n\n - Set objectives, bidding strategy, audience approach, budget allocation, and conversion events per campaign\n\n - Manage campaigns end-to-end: setup, QA, pacing, troubleshooting, optimization\n\n - Build testing plans for new verticals, bidding strategies, conversion events, creative angles, and funnel experiences\n\nOptimization & Performance\n\n - Monitor performance and diagnose whether issues stem from creative fatigue, tracking gaps, funnel friction, audience limits, delivery, or data quality\n\n - Make budget and pacing calls based on performance trends and business priorities\n\n - Stay current on platform, algorithm, privacy, and ad product changes\n\nReporting & Stakeholder Communication\n\n - Own recurring performance reporting — results, trends, learnings, risks, next steps\n\n - Translate platform performance into business impact for vertical leads and leadership\n\n - Communicate tracking issues, data discrepancies, and testing results clearly and proactively\n\nData, Tracking & Measurement\n\n - Partner with data, analytics, and engineering teams to define measurement needs and map new conversion events\n\n - Troubleshoot discrepancies between platform and backend data (attribution, event firing, duplicates, timing)\n\n - Help build measurement frameworks that optimize toward lead quality and business outcomes, not just volume\n\nCreative Strategy\n\n - Lead creative strategy across verticals: messaging angles, hooks, scripts, static/video/UGC concepts\n\n - Write creative briefs covering business goal, audience, value prop, and key claims\n\n - Review assets for clarity and platform fit; give feedback through concept, script, and production stages\n\n - Build creative testing roadmaps and turn results into next-round recommendations\n\nLanding Page & Funnel Strategy\n\n - Evaluate landing pages and funnels for message match, conversion flow, and drop-off\n\n - Recommend and support tests across landing pages, advertorials, lead forms, quizzes, and prequalification flows\n\n - Ensure creative, landing pages, and tracking are aligned before launch\n\nPlatform Partnerships & Competitive Research\n\n - Manage relationships with platform reps; evaluate their recommendations against NerdWallet's goals and data quality\n\n - Track competitor creative, offers, and funnel approaches; feed insights back into strategy\n\n\nYOUR EXPERIENCE:\n\n - 5+ years of paid social experience, ideally in financial lead generation\n\n - Bachelor's degree in marketing, business, or a related field, or equivalent practical experience\n\n - Direct, hands-on experience running campaigns on both Meta Ads Manager and TikTok Ads Manager is required\n\n - Proven track record scaling paid social budgets (six figures+ in monthly spend preferred) while maintaining or improving CPA/CAC and ROAS\n\n - Experience managing toward lead gen, revenue, ROAS, CPA/CAC, or funnel-based goals\n\n - Ability to build paid media strategy from the ground up — structure, testing, measurement, creative, optimization\n\n - Strong analytical skills, comfortable with both platform and backend business data\n\n - Experience troubleshooting tracking, attribution, or reporting discrepancies\n\n - Experience writing creative briefs and giving feedback to creative teams or external partners\n\n - Strong project management skills across multiple concurrent verticals and workstreams\n\n - Clear, confident communicator who can translate data into recommendations for non-technical audiences\n\nPreferred qualifications:\n\n - Experience advertising on LinkedIn, Reddit, Quora, or X\n\n - Experience in financial services (insurance, lending, wealth, banking, investing, mortgage, home equity, or other regulated categories)\n\n - Experience with lead gen funnels, prequalification/quiz flows, marketplace models, or affiliate/partner revenue models\n\n - Experience optimizing toward backend events — funded loans, booked appointments, matched leads\n\n - Experience with CAPI/server-side tracking and conversion signal quality\n\n - Experience with UGC creative, creator partnerships, or video production workflows\n\n - Comfort working with legal, compliance, or brand review processes in regulated industries\n\n\nWHERE:\n\n - This role will be remote (based in the U.S.).\n\n - We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar\n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n\n#LI-Remote\n\n#LI-4"},{"id":"f95c4f1d-7286-47f8-aa60-d1d44bde8637","title":"Senior Account Executive - NerdWallet Small Business","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business New York","secondaryLocations":[],"publishedAt":"2026-08-24T19:00:33.400+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"10038","addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/f95c4f1d-7286-47f8-aa60-d1d44bde8637","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/f95c4f1d-7286-47f8-aa60-d1d44bde8637/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">Our Senior Account Executive-SMB will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage the entire sales process from handling initial outreach to closing the deal.</p></li><li><p style=\"min-height:1.5em\">Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.</p></li><li><p style=\"min-height:1.5em\">Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.</p></li><li><p style=\"min-height:1.5em\">Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.</p></li><li><p style=\"min-height:1.5em\">Achieve and consistently exceed your monthly sales goals.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: 3 months to 2 years relatable sales experience </p></li><li><p style=\"min-height:1.5em\">Senior Account Executive: 2 - 4 years relatable sales experience </p></li><li><p style=\"min-height:1.5em\">Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.</p></li><li><p style=\"min-height:1.5em\">Possess outstanding communication skills.</p></li><li><p style=\"min-height:1.5em\">Have the ability to multitask, prioritize, and autonomously manage your time.</p></li><li><p style=\"min-height:1.5em\">Comfortable and resilient in conversations with business owners from all walks of life.</p></li><li><p style=\"min-height:1.5em\">Excited by and thrive in a fast-paced inside sales environment.</p></li><li><p style=\"min-height:1.5em\">Think on your feet when faced with new challenges, tough conversations, or difficult questions.</p></li><li><p style=\"min-height:1.5em\">Always raise your personal bar. You can take feedback like a champ and implement it immediately.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in New York, NY. </p></li><li><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p></li><li><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: <strong>$26.45 per hour</strong> 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.</p></li><li><p style=\"min-height:1.5em\">Sr. Account Executive: <strong>$28.85 per hour</strong> 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.</p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar </p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"><u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"><u>(Spanish/Español)</u></a></p></li></ul><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nOur Senior Account Executive-SMB will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Manage the entire sales process from handling initial outreach to closing the deal.\n\n - Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.\n\n - Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.\n\n - Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.\n\n - Achieve and consistently exceed your monthly sales goals.\n\n\nYOUR EXPERIENCE:\n\n - Account Executive: 3 months to 2 years relatable sales experience \n\n - Senior Account Executive: 2 - 4 years relatable sales experience \n\n - Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.\n\n - Possess outstanding communication skills.\n\n - Have the ability to multitask, prioritize, and autonomously manage your time.\n\n - Comfortable and resilient in conversations with business owners from all walks of life.\n\n - Excited by and thrive in a fast-paced inside sales environment.\n\n - Think on your feet when faced with new challenges, tough conversations, or difficult questions.\n\n - Always raise your personal bar. You can take feedback like a champ and implement it immediately.\n\n\nWHERE:\n\n - This role will be based in New York, NY. \n\n - We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\n - We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\nWHAT WE OFFER:\n\nPay Transparency\n\n - 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.\n\n - 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.\n\n - 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\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar \n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster(English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf /(Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\n\n#LI-Onsite"},{"id":"c8db998e-92f5-4ae1-9762-b1def8a3f636","title":"Account Executive - NerdWallet Small Business","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business New York","secondaryLocations":[],"publishedAt":"2026-08-24T19:03:46.150+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"10038","addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/c8db998e-92f5-4ae1-9762-b1def8a3f636","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/c8db998e-92f5-4ae1-9762-b1def8a3f636/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">Our Account Executive-SMB will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage the entire sales process from handling initial outreach to closing the deal.</p></li><li><p style=\"min-height:1.5em\">Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.</p></li><li><p style=\"min-height:1.5em\">Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.</p></li><li><p style=\"min-height:1.5em\">Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.</p></li><li><p style=\"min-height:1.5em\">Achieve and consistently exceed your monthly sales goals.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: 3 months to 2 years relatable sales experience </p></li><li><p style=\"min-height:1.5em\">Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.</p></li><li><p style=\"min-height:1.5em\">Possess outstanding communication skills.</p></li><li><p style=\"min-height:1.5em\">Have the ability to multitask, prioritize, and autonomously manage your time.</p></li><li><p style=\"min-height:1.5em\">Comfortable and resilient in conversations with business owners from all walks of life.</p></li><li><p style=\"min-height:1.5em\">Excited by and thrive in a fast-paced inside sales environment.</p></li><li><p style=\"min-height:1.5em\">Think on your feet when faced with new challenges, tough conversations, or difficult questions.</p></li><li><p style=\"min-height:1.5em\">Always raise your personal bar. You can take feedback like a champ and implement it immediately.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in New York, NY. </p></li><li><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p></li><li><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: <strong>$26.45 per hour</strong> 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.</p></li><li><p style=\"min-height:1.5em\">Sr. Account Executive: <strong>$28.85 per hour</strong> 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.</p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar </p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"><u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"><u>(Spanish/Español)</u></a></p></li></ul><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nOur Account Executive-SMB will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Manage the entire sales process from handling initial outreach to closing the deal.\n\n - Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.\n\n - Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.\n\n - Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.\n\n - Achieve and consistently exceed your monthly sales goals.\n\n\nYOUR EXPERIENCE:\n\n - Account Executive: 3 months to 2 years relatable sales experience \n\n - Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.\n\n - Possess outstanding communication skills.\n\n - Have the ability to multitask, prioritize, and autonomously manage your time.\n\n - Comfortable and resilient in conversations with business owners from all walks of life.\n\n - Excited by and thrive in a fast-paced inside sales environment.\n\n - Think on your feet when faced with new challenges, tough conversations, or difficult questions.\n\n - Always raise your personal bar. You can take feedback like a champ and implement it immediately.\n\n\nWHERE:\n\n - This role will be based in New York, NY. \n\n - We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\n - We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\nWHAT WE OFFER:\n\nPay Transparency\n\n - 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.\n\n - 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.\n\n - 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\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar \n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster(English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf /(Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\n\n#LI-Onsite"},{"id":"6ddfbe4d-13a0-4314-894a-5b879f65899a","title":"Senior Account Executive - NerdWallet Small Business","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business Arizona","secondaryLocations":[],"publishedAt":"2026-08-24T19:07:27.042+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"85251","addressRegion":"Arizona","addressCountry":"United States","addressLocality":"Scottsdale"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/6ddfbe4d-13a0-4314-894a-5b879f65899a","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/6ddfbe4d-13a0-4314-894a-5b879f65899a/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">Our SMB Account Executive will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage the entire sales process from handling initial outreach to closing the deal.</p></li><li><p style=\"min-height:1.5em\">Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.</p></li><li><p style=\"min-height:1.5em\">Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.</p></li><li><p style=\"min-height:1.5em\">Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.</p></li><li><p style=\"min-height:1.5em\">Achieve and consistently exceed your monthly sales goals.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: 3 months to 2 years relatable sales experience</p></li><li><p style=\"min-height:1.5em\">Senior Account Executive: 2 - 4 years relatable sales experience</p></li><li><p style=\"min-height:1.5em\">Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.</p></li><li><p style=\"min-height:1.5em\">Possess outstanding communication skills.</p></li><li><p style=\"min-height:1.5em\">Have the ability to multitask, prioritize, and autonomously manage your time.</p></li><li><p style=\"min-height:1.5em\">Comfortable and resilient in conversations with business owners from all walks of life.</p></li><li><p style=\"min-height:1.5em\">Excited by and thrive in a fast-paced inside sales environment.</p></li><li><p style=\"min-height:1.5em\">Think on your feet when faced with new challenges, tough conversations, or difficult questions.</p></li><li><p style=\"min-height:1.5em\">Always raise your personal bar. You can take feedback like a champ and implement it immediately.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in Scottsdale, Arizona. </p></li><li><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p></li><li><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: <strong>$21.64 per hour</strong> plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $63,000/year total in base + bonus if meeting attendance and performance expectations.</p></li><li><p style=\"min-height:1.5em\">Senior Account Executive: <strong>$24.04 per hour</strong> plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $70,000/year total in base + bonus if meeting attendance and performance expectations.</p></li><li><p style=\"min-height:1.5em\">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.</p></li></ul><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar </p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"> here</a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"><u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"><u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"><u>(English)</u></a> / <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"><u>(Spanish/Español)</u></a> </p><p style=\"min-height:1.5em\"></p></li></ul><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nOur SMB Account Executive will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Manage the entire sales process from handling initial outreach to closing the deal.\n\n - Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.\n\n - Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.\n\n - Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.\n\n - Achieve and consistently exceed your monthly sales goals.\n\n\nYOUR EXPERIENCE:\n\n - Account Executive: 3 months to 2 years relatable sales experience\n\n - Senior Account Executive: 2 - 4 years relatable sales experience\n\n - Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.\n\n - Possess outstanding communication skills.\n\n - Have the ability to multitask, prioritize, and autonomously manage your time.\n\n - Comfortable and resilient in conversations with business owners from all walks of life.\n\n - Excited by and thrive in a fast-paced inside sales environment.\n\n - Think on your feet when faced with new challenges, tough conversations, or difficult questions.\n\n - Always raise your personal bar. You can take feedback like a champ and implement it immediately.\n\n\nWHERE:\n\n - This role will be based in Scottsdale, Arizona. \n\n - We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\n - We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\nWHAT WE OFFER:\n\nPay Transparency\n\n - Account Executive: $21.64 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $63,000/year total in base + bonus if meeting attendance and performance expectations.\n\n - Senior Account Executive: $24.04 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $70,000/year total in base + bonus if meeting attendance and performance expectations.\n\n - 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.\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar \n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n   \n   \n\n#LI-Onsite"},{"id":"42d7cee9-7e64-468d-aa85-8e65b61c29ae","title":"Account Executive - NerdWallet Small Business","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business Arizona","secondaryLocations":[],"publishedAt":"2026-08-24T19:08:45.145+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"85251","addressRegion":"Arizona","addressCountry":"United States","addressLocality":"Scottsdale"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/42d7cee9-7e64-468d-aa85-8e65b61c29ae","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/42d7cee9-7e64-468d-aa85-8e65b61c29ae/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">Our SMB Account Executive will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.</p><p style=\"min-height:1.5em\"></p><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage the entire sales process from handling initial outreach to closing the deal.</p></li><li><p style=\"min-height:1.5em\">Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.</p></li><li><p style=\"min-height:1.5em\">Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.</p></li><li><p style=\"min-height:1.5em\">Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.</p></li><li><p style=\"min-height:1.5em\">Achieve and consistently exceed your monthly sales goals.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: 3 months to 2 years relatable sales experience</p></li><li><p style=\"min-height:1.5em\">Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.</p></li><li><p style=\"min-height:1.5em\">Possess outstanding communication skills.</p></li><li><p style=\"min-height:1.5em\">Have the ability to multitask, prioritize, and autonomously manage your time.</p></li><li><p style=\"min-height:1.5em\">Comfortable and resilient in conversations with business owners from all walks of life.</p></li><li><p style=\"min-height:1.5em\">Excited by and thrive in a fast-paced inside sales environment.</p></li><li><p style=\"min-height:1.5em\">Think on your feet when faced with new challenges, tough conversations, or difficult questions.</p></li><li><p style=\"min-height:1.5em\">Always raise your personal bar. You can take feedback like a champ and implement it immediately.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in Scottsdale, Arizona. </p></li><li><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p></li><li><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Pay Transparency</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Account Executive: <strong>$21.64 per hour</strong> plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $63,000/year total in base + bonus if meeting attendance and performance expectations.</p></li><li><p style=\"min-height:1.5em\">Senior Account Executive: <strong>$24.04 per hour</strong> plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $70,000/year total in base + bonus if meeting attendance and performance expectations.</p></li><li><p style=\"min-height:1.5em\">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.</p></li></ul><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar </p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"> here</a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"><u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"><u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"><u>(English)</u></a> / <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"><u>(Spanish/Español)</u></a> </p><p style=\"min-height:1.5em\"></p></li></ul><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nOur SMB Account Executive will be essential in providing the highest level of service to our small business customers, to understand their financial needs and lender partners to manage a process towards 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.\n\n\n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Manage the entire sales process from handling initial outreach to closing the deal.\n\n - Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.\n\n - Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.\n\n - Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.\n\n - Achieve and consistently exceed your monthly sales goals.\n\n\nYOUR EXPERIENCE:\n\n - Account Executive: 3 months to 2 years relatable sales experience\n\n - Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.\n\n - Possess outstanding communication skills.\n\n - Have the ability to multitask, prioritize, and autonomously manage your time.\n\n - Comfortable and resilient in conversations with business owners from all walks of life.\n\n - Excited by and thrive in a fast-paced inside sales environment.\n\n - Think on your feet when faced with new challenges, tough conversations, or difficult questions.\n\n - Always raise your personal bar. You can take feedback like a champ and implement it immediately.\n\n\nWHERE:\n\n - This role will be based in Scottsdale, Arizona. \n\n - We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\n - We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\nWHAT WE OFFER:\n\nPay Transparency\n\n - Account Executive: $21.64 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $63,000/year total in base + bonus if meeting attendance and performance expectations.\n\n - Senior Account Executive: $24.04 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $70,000/year total in base + bonus if meeting attendance and performance expectations.\n\n - 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.\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar \n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf \n   \n   \n\n#LI-Onsite"},{"id":"3faec9eb-31f7-417b-be2b-db007a02df8a","title":"Mid-Market Account Executive","department":"Sales","team":"Sales","employmentType":"FullTime","location":"NerdWallet Small Business New York","secondaryLocations":[],"publishedAt":"2026-08-24T19:09:20.453+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"postalCode":"10038","addressRegion":"New York","addressCountry":"United States","addressLocality":"New York"}},"jobUrl":"https://jobs.ashbyhq.com/nerdwallet/3faec9eb-31f7-417b-be2b-db007a02df8a","applyUrl":"https://jobs.ashbyhq.com/nerdwallet/3faec9eb-31f7-417b-be2b-db007a02df8a/application","descriptionHtml":"<p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">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.</p><p style=\"min-height:1.5em\">The Mid-Market Sales Representative will manage a high volume of smaller funding opportunities with an accelerated sales cycle. Unlike our traditional sales roles, these deals are expected to close within 1–2 days, so we’re looking for candidates who thrive in a fast-paced environment and can quickly assess whether a deal is viable. 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.</p><div style=\"min-height:1.2em;margin-top:0;margin-bottom:0\"> </div><h1><strong>Where you can make an impact:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Manage the entire sales process from handling initial outreach to closing the deal.</p></li><li><p style=\"min-height:1.5em\">Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.</p></li><li><p style=\"min-height:1.5em\">Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.</p></li><li><p style=\"min-height:1.5em\">Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.</p></li><li><p style=\"min-height:1.5em\">Achieve and consistently exceed your monthly sales goals.</p></li></ul><h1><strong>Your experience:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">1+ year of sales experience required.</p></li><li><p style=\"min-height:1.5em\">6+ months of funding industry experience required.</p></li><li><p style=\"min-height:1.5em\">Experience within merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar funding environments.</p></li><li><p style=\"min-height:1.5em\">Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.</p></li><li><p style=\"min-height:1.5em\">Possess outstanding communication skills.</p></li><li><p style=\"min-height:1.5em\">Have the ability to multitask, prioritize, and autonomously manage your time.</p></li><li><p style=\"min-height:1.5em\">Comfortable and resilient in conversations with business owners from all walks of life.</p></li><li><p style=\"min-height:1.5em\">Excited by and thrive in a fast-paced inside sales environment.</p></li><li><p style=\"min-height:1.5em\">Think on your feet when faced with new challenges, tough conversations, or difficult questions.</p></li><li><p style=\"min-height:1.5em\">Always raise your personal bar. You can take feedback like a champ and implement it immediately.</p></li></ul><h1><strong>Where:</strong></h1><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">This role will be based in New York, NY. </p></li><li><p style=\"min-height:1.5em\">We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.</p></li><li><p style=\"min-height:1.5em\">We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.</p></li></ul><h1><strong>What we offer:</strong></h1><p style=\"min-height:1.5em\"><strong>Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Industry-leading medical, dental, and vision health care plans for employees and their dependents</p></li><li><p style=\"min-height:1.5em\">Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown</p></li><li><p style=\"min-height:1.5em\">New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care</p></li><li><p style=\"min-height:1.5em\">Mental health support</p></li><li><p style=\"min-height:1.5em\">Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests</p></li><li><p style=\"min-height:1.5em\">Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution</p></li><li><p style=\"min-height:1.5em\">Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)</p></li><li><p style=\"min-height:1.5em\">Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)</p></li></ul><p style=\"min-height:1.5em\"><strong>Have Some Fun! (Nerds are fun, too)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities</p></li><li><p style=\"min-height:1.5em\">Hackathons and team events across all teams and departments</p></li><li><p style=\"min-height:1.5em\">Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction </p></li><li><p style=\"min-height:1.5em\">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</p></li></ul><p style=\"min-height:1.5em\"><strong>Plan for your future (And when you retire on your island, remember the little people)</strong></p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">401K with 4% company match</p></li><li><p style=\"min-height:1.5em\">Be the first to test and benefit from our new financial products and tools</p></li><li><p style=\"min-height:1.5em\">Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar </p></li><li><p style=\"min-height:1.5em\">Disability and Life Insurance with employer-paid premiums</p></li></ul><p style=\"min-height:1.5em\">If you are based in California, we encourage you to read this important information for California residents linked<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.nerdwallet.com/privacy-policy\"><u> here</u></a>.</p><p style=\"min-height:1.5em\">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.  </p><p style=\"min-height:1.5em\">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<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf\"><u> notice</u></a>, as well as the Los Angeles Fair Chance Act, which requires this<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf\"> <u>notice</u></a>.</p><p style=\"min-height:1.5em\">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:</p><ul style=\"min-height:1.5em\"><li><p style=\"min-height:1.5em\">E-Verify Participation Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf\"> <u>(English+Spanish/Español</u></a>)</p></li><li><p style=\"min-height:1.5em\">Right to Work Poster<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf\"><u>(English)</u></a> /<a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\"><u>(Spanish/Español)</u></a></p></li></ul><p style=\"min-height:1.5em\"></p><p style=\"min-height:1.5em\">#LI-Onsite</p>","descriptionPlain":"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.\n\nAs 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.\n\nThe Mid-Market Sales Representative will manage a high volume of smaller funding opportunities with an accelerated sales cycle. Unlike our traditional sales roles, these deals are expected to close within 1–2 days, so we’re looking for candidates who thrive in a fast-paced environment and can quickly assess whether a deal is viable. 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.\n\n \n\n\nWHERE YOU CAN MAKE AN IMPACT:\n\n - Manage the entire sales process from handling initial outreach to closing the deal.\n\n - Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.\n\n - Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.\n\n - Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.\n\n - Achieve and consistently exceed your monthly sales goals.\n\n\nYOUR EXPERIENCE:\n\n - 1+ year of sales experience required.\n\n - 6+ months of funding industry experience required.\n\n - Experience within merchant cash advance (MCA), small business lending, business financing, commercial lending, or similar funding environments.\n\n - Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.\n\n - Possess outstanding communication skills.\n\n - Have the ability to multitask, prioritize, and autonomously manage your time.\n\n - Comfortable and resilient in conversations with business owners from all walks of life.\n\n - Excited by and thrive in a fast-paced inside sales environment.\n\n - Think on your feet when faced with new challenges, tough conversations, or difficult questions.\n\n - Always raise your personal bar. You can take feedback like a champ and implement it immediately.\n\n\nWHERE:\n\n - This role will be based in New York, NY. \n\n - We have found that working in-person, alongside peers and more senior members of the team, confers great advantages owing to the spontaneous learning and collaboration opportunities that arise daily on a sales floor and that cannot be easily replicated in a remote environment.\n\n - We also understand the importance of flexibility to work remotely, both for personal and professional reasons. While this is an in-office role, as long as you are meeting our minimum performance standards, you’ll have the option to work remotely 20% of the month from anywhere in the continental US starting after you complete training, typically between months 4-6.\n\n\nWHAT WE OFFER:\n\nWork Hard, Stay Balanced (Life’s a series of balancing acts, eh?)\n\n - Industry-leading medical, dental, and vision health care plans for employees and their dependents\n\n - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown\n\n - New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care\n\n - Mental health support\n\n - Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests\n\n - Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution\n\n - Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)\n\n - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)\n\nHave Some Fun! (Nerds are fun, too)\n\n - Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities\n\n - Hackathons and team events across all teams and departments\n\n - Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction \n\n - 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\n\nPlan for your future (And when you retire on your island, remember the little people)\n\n - 401K with 4% company match\n\n - Be the first to test and benefit from our new financial products and tools\n\n - Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar \n\n - Disability and Life Insurance with employer-paid premiums\n\nIf you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.\n\nNerdWallet 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.  \n\nNerdWallet 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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.\n\nNerdWallet 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:\n\n - E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)\n\n - Right to Work Poster(English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf /(Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf\n\n\n\n#LI-Onsite"}],"apiVersion":"1"}