Account Executive - NerdWallet Small Business
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only when posting has real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove the California resident info, EEO statements, E-Verify etc. We need to include location info maybe under a short
not heading. Pay and Schedule sections only if posting actually states them. Pay is given: hourly rates and potential earnings. Schedule: mention in-office role, remote 20% after training, etc. So we can include Pay and Schedule sections. Benefits: many listed. We need to avoid filler like "commensurate with experience". Not present. We need to ensure we don't put Job ID/requisition numbers as headings (none present). We need to output only HTML fragment, no /, no markdown fences. Let's extract content: Intro paragraph: "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. 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 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." That's about the role. Could be About the role section. Then "Where You Can Make An Impact" with bullet points (actually sentences separated by periods). We'll convert to
- .
List:
- Manage the entire sales process from handling initial outreach to closing the deal.
- Dive right into training and quickly learn the NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.
- 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.
- 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.
- Achieve and consistently exceed your monthly sales goals.
That's responsibilities.
Then "Your Experience" with bullet points (some sentences). Let's list:
- Account Executive: 3 months to 2 years relatable sales experience
- Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.
- Possess outstanding communication skills.
- Have the ability to multitask, 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.
That's qualifications/skills.
Then "Where This role will be based in New York, NY. 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 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."
That's schedule/location.
Then "What We Offer" with subheadings: Pay Transparency, Work Hard, Stay Balanced, Have Some Fun!, Plan for your future (And when you retire on your island, remember the little people). We need to extract benefits and pay.
Pay Transparency paragraph includes pay details:
"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.
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.
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"
We need Pay section: include that info.
Then "Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)" bullet list:
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
- 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 after 5 years 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 Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
- Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
That's benefits.
Then "Have Some Fun! (Nerds are fun, too)" bullet list:
- 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
That's also benefits (maybe separate section but we can combine into Benefits). The instruction: prefer a few substantive sections over many thin ones. Could combine all benefits into one Benefits section.
Then "Plan for your future (And when you retire on your island, remember the little people)" bullet list:
- 401K with 4% 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
That's also benefits.
Thus Benefits section includes all those bullet points.
We also need to maybe include a short
for location/metadata: "Based in New York, NY. In-office role with option to work remotely 20% of the month after training (months 4-6)." Could be placed under Schedule section or as a short p. We need sections: About the role, Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule. We must not repeat job title as heading. So we will not have heading "Account Executive-SMB". Use About the role for intro. We need to ensure we don't include filler like "commensurate with experience". Not present. We must remove boilerplate: the California resident info, EEO statements, E-Verify, etc. Also remove duplicated lines (none). Remove application instructions (none). Remove the "If you are based in California, we encourage you to read this important information for California residents linked here." and all following EEO etc. Now craft HTML. Structure:
About the role
... intro paragraph ...
Responsibilities
- ... ...
Qualifications
- ... ...
Benefits
- ... ...
Pay
... pay details ...
Schedule
... schedule/location details ...
Make sure to preserve all substantive info. Let's copy exact sentences. Intro paragraph: "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. 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 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." We'll put that in. Responsibilities list: exactly as bullet points. Qualifications list: exactly as bullet points. Benefits list: combine all bullet points from Work Hard, Stay Balanced; Have Some Fun!; Plan for your future. Let's list them: - Industry-leading medical, dental, and vision health care plans for employees and their dependents - Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown - 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 after 5 years 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 Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend) - Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends) - 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 - 401K with 4% 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 Check we didn't miss any: The "Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar" maybe missing "Disability and Life Insurance with employer-paid premiums" separate bullet. Actually original: "Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar Disability and Life Insurance with employer-paid premiums". It seems it's one bullet: "Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar Disability and Life Insurance with employer-paid premiums". Let's keep as one bullet