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Small Business Loan Specialist

2 months ago


Phoenix, Arizona, United States NerdWallet Full time
About the Role

Fundera, a leading financial resource for small businesses, is seeking a highly motivated and results-driven SMB Account Executive to join our team. As a key member of our sales team, you will play a critical role in providing exceptional service to our small business customers, understanding their financial needs, and managing the process towards funding.

Key Responsibilities
  • Manage the entire sales process from initial outreach to closing the deal, ensuring a seamless experience for our customers.
  • Develop in-depth knowledge of Fundera's sales process, product suite, and basic qualifying material through comprehensive training.
  • Build strong relationships with our lender partners, identifying opportunities and serving as a liaison between lenders and small business owners.
  • Consistently exceed monthly sales goals, driving revenue growth and contributing to the company's success.
Requirements
  • 0-4 years of direct sales experience, with a proven track record of managing a pipeline and achieving sales targets.
  • Excellent communication and interpersonal skills, with the ability to effectively manage multiple stakeholders.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Comfortable working in a fast-paced environment, with a high level of resilience and adaptability.
  • Ability to think critically and solve problems, with a customer-centric approach.
What We Offer
  • A competitive salary and uncapped commission structure, with opportunities for tenure bonuses.
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as flexible time off and mental health days.
  • Access to industry-leading financial tools and resources, including a Certified Financial Planner (CFP) and financial wellness support.
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
About NerdWallet

NerdWallet is a leading personal finance company, dedicated to helping individuals and small businesses achieve their financial goals. We are committed to diversity, equity, and inclusion, and strive to create a workplace culture that values and supports our employees.