Inside Sales Representative II (Fundera)

Posted 4 Days Ago
Be an Early Applicant
Phoenix, AZ
Entry level
Consumer Web • Fintech • Insurance • Financial Services
The Role
As an Inside Sales Representative at Fundera, you'll manage the entire sales process for small business financing, from initial outreach to closing deals. Key responsibilities include becoming an expert on Fundera's products, identifying opportunities for lenders, and exceeding monthly sales goals while providing excellent customer service.
Summary Generated by Built In

Fundera, at NerdWallet, is the go-to financial resource for small businesses. We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations.

As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy.

Our Inside Sales Representative 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.

Where you can make an impact:

  • Manage the entire sales process from handling initial outreach to closing the deal.
  • Dive right into training and quickly learn the Fundera sales process, including our entire product suite and basic qualifying material.
  • Jump on the phones and become a Fundera expert who can confidently speak about our products and help business owners find the best loan options for their business.
  • Work alongside the lenders in our Fundera network to identify the best opportunities for them and serve as liaison between lender and small business owner.
  • Achieve, and consistently exceed, your monthly sales goals.

Your Experience:

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.

  • 2-4 years of direct sales experience.
  • Proven ability to effectively manage a pipeline with consistent performance against various KPI’s/sales metrics.
  • Possess outstanding communication skills.
  • Have the ability to multi-task, prioritize, and autonomously manage your time.
  • Comfortable and resilient in conversations with business owners from all walks of life.
  • Excited by and thrive in a fast-paced inside sales environment.
  • Think on your feet when faced with new challenges, tough conversations, or difficult questions.
  • Always raise your personal bar. You can take feedback like a champ and implement it immediately.

Where:

  • This role will be based in Phoenix, Arizona. 
  • 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.
  • We also know that people want the flexibility to work remotely, both for personal and professional reasons, so while this is an in-office role, as long as you are performing at our minimum standards you’ll have the flexibility to work remotely 20% of the month anywhere in the continental US starting in your second month.

What we offer:

Pay Transparency

  • Inside Sales Representative II - $63,000 On Target Earnings (Base + Commission)
  • This role includes uncapped commission and tenure bonuses

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

  • 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 and Cell Phone Stipend

Have Some Fun! (Nerds are fun, too)

  • Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
  • Hackathons and team events across all teams and departments
  • Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction 
  • 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

Plan for your future (And when you retire on your island, remember the little people)

  • 401K with company match
  • Be the first to test and benefit from our new financial products and tools
  • Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar 
  • Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

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.  

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 notice.

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:

  • E-Verify Participation Poster (English+Spanish/Español)

  • Right to Work Poster (English) / (Spanish/Español)


#LI-Onsite

#LI-3

The Company
HQ: San Francisco, CA
721 Employees
On-site Workplace
Year Founded: 2009

What We Do

At NerdWallet, we’re on a mission to provide clarity for all of life’s financial decisions. Every day, we help people find the right credit cards and mortgage rates, refinance their student loans, track their spending and so much more. We're proud to say that millions of people turn to Nerds for our objective advice, expert info, and helpful tools.

Speaking of Nerds — we're a passionate, mission-driven bunch. We know what's best for our business means doing what’s best for our consumers, and we foster professional growth while striking this balance. We work collaboratively and empathetically, guided by our company values: Hypothesize, Build, Measure, Learn; Drivers Before Solutions; Consumer, Company, Team, Self; Candid and Constructive; and Relentless Self-Improvement.

In 2019, Inc. included NerdWallet on its list of the Best Workplaces, and the San Francisco Business Times listed us as one of the 50 Greater Bay Area Financial Tech Companies. Beyond generous compensation packages, we also provide a range of benefits, including top-notch health, dental, and vision insurance; commuter and gym stipends; great PTO and both maternity and paternity leave; and catered breakfasts and lunches in our beautiful San Francisco office.

In 2020, NerdWallet expanded internationally. UK-based Know Your Money joined the NerdWallet family. Together, we aspire to provide the most comprehensive financial comparison website in the UK, while continuing to provide clarity for all of life’s financial decisions.

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