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[Remote] Account Executive, Re-Engagement - NerdWallet Small Business

Remote, USA Full-time Posted 2026-06-17

Note: The job is a remote job and is open to candidates in USA. NerdWallet is a financial resource for small businesses aiming to help entrepreneurs achieve their financial goals. The Account Executive – Re-Engagement will focus on re-engaging aged leads and past clients, educating them on lending solutions, and maintaining a healthy sales pipeline while collaborating with team members to share insights and strategies.

Responsibilities

  • Re-engage aged leads and past clients with professionalism, empathy, and energy
  • Take a customer service–driven approach to sales—listening first, recommending second
  • Educate small business owners on lending solutions and guide them through the next steps
  • Ask the right questions to uncover needs—even if it means going beyond the script
  • Maintain a healthy, active pipeline while hitting and exceeding KPI goals
  • Collaborate with team members and leadership to share wins, strategies, and insights

Skills

  • Proven ability to manage a pipeline and consistently hit KPIs/sales metrics
  • Experience re-engaging aged data, dormant clients, or past accounts
  • Strong communication skills—you can connect with business owners from every walk of life
  • Consultative sales mindset—focused on solving problems, not just selling a product
  • Comfort navigating fast-paced, inside sales environments with shifting priorities
  • Resilience, resourcefulness, and the ability to think on your feet
  • Coachability—you welcome feedback and put it into action immediately

Benefits

  • Industry-leading medical, dental, and vision health care plans for employees and their dependents
  • Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off
  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
  • Mental health support
  • Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
  • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
  • Monthly Wellness Stipend, Cell Phone Stipend, and Commuting stipend
  • 401K with company match
  • Disability and Life Insurance with employer-paid premiums

Company Overview

  • NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates. It was founded in 2009, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://www.nerdwallet.com/.
  • Company H1B Sponsorship

  • NerdWallet has a track record of offering H1B sponsorships, with 17 in 2025, 19 in 2024, 24 in 2023, 29 in 2022, 22 in 2021, 24 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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