Coffey Communications jobs - 32 jobs

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. We're looking for a Director, User Operations to lead the transformation of NerdWallet's customer support through AI, redesigning how we resolve customer issues, scale service, and improve satisfaction. In this role, you'll oversee both the strategic vision and day-to-day operations of our customer support organization, guiding it through a period of innovation and growth. You'll inherit a strong foundation with established processes, clear metrics, and a high-performing team, and have the opportunity to elevate our support ecosystem through automation and the thoughtful application of emerging AI technologies. You'll set direction and empower a talented group of customer service professionals and technical specialists to redefine how we deliver support. As the bridge between operational excellence and cutting-edge AI innovation, you'll collaborate with cross-functional partners to ensure our systems evolve in step with the business. Success will be measured through improvements in customer satisfaction, resolution times, and operational efficiency. This role reports to the Director, Engineering. Where you can make an impact: Drive AI-powered customer service strategy: Translate business goals into actionable AI roadmaps, partnering closely with your technical solutions architect to evaluate and leverage the right tools. Design intelligent customer journeys that leverage chatbots, voice AI, and automated routing to provide instant, accurate support across all NerdWallet products and services. Use data and AI to transform operations: Empower the team to harness insights from customer interactions, AI performance metrics, and behavioral patterns to optimize and scale our support capabilities. Machine learning solutions should predict customer needs and proactively resolve issues before they escalate. Champion technical innovation in customer service: Advance the adoption of conversational AI systems, agentic voice technology, and automated resolution workflows. Every AI innovation should maintain the human touch that makes financial guidance meaningful while scaling to serve millions of users. Balance automation with human expertise: Ground AI innovation in a deep understanding of customer support excellence. Ensure automation strengthens the human connection at the heart of our service, with thoughtful escalation models and quality systems that guarantee complex financial questions receive the expert attention they deserve. Collaborate cross-functionally: Represent the User Operations org such that every new product or experience includes the right support model from the start. Stay plugged into organizational initiatives to align customer support needs with evolving business and product strategies. Lead and develop high-performing teams: Build, mentor, and inspire a diverse team of customer operations professionals, AI solutions specialists, and support analysts. Foster a culture of innovation, continuous learning, and customer obsession while creating career development pathways that blend service excellence with technical mastery. Your experience: 8+ years in customer operations, support, or related functions within technology-driven organizations, preferably in financial services or consumer-facing products. 3+ years leading large, multi-layered teams (10+ members through managers or technical leads), ideally spanning both operational and technical domains. 3+ years of experience driving AI and automation initiatives in customer service environments (e.g., conversational AI, chatbots, agent-assist tools, voice AI). Demonstrated ability to scale and optimize support operations through process improvement and data-informed decision-making. Deep knowledge of customer service technologies and integrations (e.g., CRM, ticketing, and API systems such as Zendesk, Intercom, Salesforce). Experience applying AI/ML to enhance customer service, including natural language processing, sentiment analysis, automated routing, and performance optimization. Proficiency with analytics, experimentation, and visualization tools (e.g., Amplitude, Looker, A/B testing). Strategic understanding of how AI-powered service impacts the customer lifecycle - from reactive support to proactive engagement. Strong record of delivering measurable results: improving satisfaction (NPS, CSAT, CES), reducing resolution times, and advancing operational efficiency. Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-Remote #LI-5 #LI-DNI

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 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. 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: Account Executive: 3 months to 2 years relatable sales experience Senior Account Executive: 2 - 4 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. 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. What we offer: Pay Transparency 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 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 - 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) 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 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 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, as well as the Los Angeles 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

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. The NerdWallet Content team is looking for an experienced writer and content strategist to join our Student Loans team. In this role, you'll shape NerdWallet's student loan coverage to help readers make confident, informed decisions. Your work will directly influence how consumers understand, compare, and manage their student loan options. You'll pitch and produce content that empowers readers to take action, serve as a thought leader by reporting on industry trends, and experiment with new ways to improve key pages. You'll help shape content strategy, track performance, and explore fresh approaches to reach more people. You bring an ownership mentality and thrive on raising the bar. You're a versatile reporter who identifies the most important angles, digs for clarity when details are murky, and adds meaningful context. You're also collaborative, resourceful, and eager to test, learn, and share insights - helping both readers and your teammates succeed. This role reports to the Managing Editor. Where you can make an impact: Review and analyze student loan lenders using NerdWallet's rubric, transforming complex data into clear, digestible content. Research, report, and write well-sourced articles and guides that position NerdWallet as the go-to destination for student loan insights. Use analytics to evaluate student loan content, making improvements that increase reach, engagement, and impact. Maintain and optimize existing student loan pages so readers always have access to the most accurate and relevant information. Collaborate with cross-functional partners - from spokespeople to newsletters and app content teams - to ensure borrowers understand how policy and market shifts affect them. Apply SEO best practices so content is easy to discover. Track, measure, and report on performance, using insights to refine strategy. Serve as a subject-matter expert, ensuring student loan messaging across NerdWallet is consistent, accurate, and consumer-focused. Your experience: We know not everyone will meet every requirement. If you meet most of the criteria and are excited about the opportunity, we encourage you to apply. 5+ years of editorial experience, with at least 3 years writing about personal finance, ideally student loans. Track record of thought leadership with an ownership mentality and ability to take informed risks. Excellent writing, reporting, and communication skills. Passion for self-improvement and comfort with constructive feedback. Experience interviewing sources, managing and updating content, and analyzing data sets. Familiarity with SEO and proven ability to improve content performance. Strong collaboration skills, with experience using spreadsheets, Google Docs, and analytics tools. Ability to balance evergreen, review, and news content while working cross-functionally. Preferred Qualifications: Previous experience covering student loans, or a high-level understanding of how federal and private student loans work. Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-Remote #LI-5

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. We are looking for an experienced and driven Project Manager, Sales Revenue to oversee and coordinate key initiatives within our SMB sales organization to help drive efficiency and performance. This Project Manager, Sales Revenue plays a critical role on the SMB team, leading multiple projects from inception through execution. In this role, you will work closely with stakeholders throughout projects to ensure that key milestones and deliverables are met on time and with quality output. You will leverage your expert communication skills to frequently inform stakeholders and Sales Leadership of project status and to advise on potential risk and mitigation strategies. You will analyze project outcomes to proactively look for new ways to optimize and improve team efficiency. Where you can make an impact: Project Planning: Lead project from start to finishing, working directly with Sales leadership to define project scope, timeline, milestones, and deliverables in alignment with sales goals. Drive Collaboration and Accountability: Collaborate with sales leadership, business development, marketing, product, and operations teams to ensure projects continue to drive forward to meet defined business objectives. Communicate frequently with stakeholders to manage expectations throughout project lifecycles. Sales Process Improvement: Work with Sales Operations to Identify bottlenecks in the sales process and propose strategies for improvement. Data & Performance Tracking: Monitor project KPIs and provide regular updates on progress, risks, and results. Analyze project outcomes and recommend strategies for continuous improvement. Work with sales operations to optimize CRM usage, reporting, and forecasting tools to measure initiatives. Resource & Budget Management: Manage project budgets, allocate resources effectively, and ensure projects are delivered on time and within scope. Your experience: Bachelor's degree in Business, Marketing, or a related field 3-5 years of project management experience, preferably within a sales or commercial environment Strong understanding of sales operations, CRM systems (e.g., Salesforce), and sales analytics Excellent organizational and multitasking abilities with a focus on detail and accuracy Proven ability to lead cross-functional teams and drive results under tight deadlines Strong written and verbal communication skills Experience with project planning software Preferred Qualifications: Proven proficiency in using project management software (e.g., Jira, Asana) to manage complex projects, track dependencies, and report on key performance indicators (KPIs) Where: This role will be based in our New York, NY office. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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

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. NerdWallet Small Business is seeking a detail-oriented, process-driven Business Development Operations Associate (Contract) to support our Business Development team across Small Business product verticals. This role is ideal for someone who thrives in operational ownership, enjoys cross-functional collaboration, storytelling with data, and takes pride in building efficient, scalable processes. Where you can make an impact: Reporting to the Business Development Products Lead for Small Business, you will manage processes, operations, and partner-facing workflows that keep the business running smoothly. You'll have a key impact on building, scaling, and optimizing our BD processes. You'll work closely with BD partnership managers, editorial, compliance, and analytics teams, and act as a dependable operational owner for several business-critical workflows. Own and manage critical business development operations that support our partner ecosystem and internal teams Maintain and analyze weekly and monthly performance data, dashboards, and internal/external reporting Serve as a primary operational contact for ~100 partners, triaging and responding to requests related to pricing, product updates, editorial changes, growth inquiries, and compliance adjustments Lead the monthly production of rankings and placements across credit card, banking, lending, and software products Identify trends, anomalies, and data quality issues, acting as an internal subject matter expert Support partner onboarding and contract workflows, including documentation collection and internal approvals Build, improve, and scale templates and processes to increase efficiency and consistency Your experience: 2+ years of experience in business development operations, operations/process improvement, or project management Strong analytical skills with experience working in dashboards, reporting, and performance data Highly organized with exceptional attention to detail and follow-through Self-directed and proactive, with the ability to drive initiatives to completion Comfortable coordinating across multiple teams with competing priorities Clear, thoughtful communicator who builds strong cross-functional relationships Creative and resourceful problem solver who enjoys working through ambiguity Entrepreneurial mindset with a desire to continuously improve how things work Proficient in tools such as Jira, Confluence, Looker/Tableau, and MS Office Experience in financial services, fintech, or small business software is a plus Where: Pay Transparency: NerdWallet can pay $40/hr for this role This role will be remote (based in the U.S. or Canada) This is a 6-month contract, W-2 opportunity Monday-Friday availability required; 30-40 hours per week, dependent on business need. Standard working hours are 9:00 AM-5:00 PM PST 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 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-Remote

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. We're looking for a builder, a problem-solver, and an innovator who's ready to drive development that makes a big impact. As a Senior Full-Stack Software Engineer, you'll be at the forefront of launching a brand-new business initiative, working hand-in-hand with our financial advisors team to create products that change the way we deliver value to clients. As a Front-end focused Senior Full-Stack Software Engineer, you will have direct business impact, working alongside our financial advisors team in order to build and guide a new business. In this role, you will be responsible for writing high-quality, scalable, and efficient code, ensuring that software meets business and technical requirements. Additionally, you will be reviewing and optimizing existing code, conducting thorough testing, and troubleshooting complex issues to improve system performance and reliability. You will also have the opportunity to mentor junior developers, fostering a culture of continuous learning and best practices in coding, architecture, and software development methodologies. You will collaborate with cross-functional teams, including product managers, designers, and quality assurance professionals, to align technical solutions with business objectives. Furthermore, you will contribute to architectural decisions, evaluate new technologies, and drive innovation within the organization. This role reports to the Senior Manager, Engineering. Where you can make an impact: Secure & Scalable Development Write and optimize code for high-performance financial applications. Ensure compliance with security standards (e.g., PCI-DSS, SOC 2). System Architecture & Design Design scalable, fault-tolerant data systems. Implement secure APIs and data storage for sensitive data. Regulatory & Compliance Adherence Ensure compliance with all SEC RIA rules and regulations. Implement logging, auditing, and risk mitigation strategies. Technical Leadership & Collaboration Mentor engineers and enforce best coding practices. Work with product, risk, and compliance teams on secure solutions. Performance Optimization & Reliability Build robust systems to ensure accurate, timely, and compliant delivery of investor leads to RIAs. Design infrastructure and workflows that scale with advisor demand while maintaining data integrity and availability. Innovation & Emerging Tech Explore new technologies to enhance investor-advisor matching, such as personalization engines and intelligent routing. Stay ahead of evolving fintech and wealth management platforms to integrate relevant solutions into the RIA ecosystem. Your experience: Experience: Minimum of 5 years in software engineering, with a strong background in backend development and distributed systems. Education: Bachelor's degree in Computer Science, Engineering, or a related field (or equivalent practical experience). Technical Skills: Core Languages: Advanced proficiency in JavaScript and TypeScript (including Node.js, React.js, and Next.js). Backend Expertise: Deep experience with microservices architecture, RESTful APIs, and event-driven systems. Full-Stack Capability: Strong familiarity with Next.js for building modern full-stack applications, including server-side rendering, API routes, and integration with backend services. Databases: Strong understanding of both SQL systems, with proven experience in high-volume, low-latency data processing. Cloud Infrastructure: Hands-on experience with at least one major provider (AWS, GCP, or Azure) for deploying and scaling applications. Security: Knowledge of security best practices, especially within regulated industries like financial services. DevOps & Tooling: Familiar with CI/CD pipelines, containerization, and orchestration. Strong communication, problem-solving skills, and the ability to work independently while leading projects are essential for success in this role. Preferred Qualifications: Experience with top of funnel - including lead funnels, conversion metrics, performance metrics, and performance tracking. Experience implementing a new CRM technology platform (i.e. Salesforce, Zoho, etc.). Experience in fintech, with a hands-on exposure to industry regulations, underwriting processes, and risk assessment.Familiarity with lead gen marketplaces, routing, and transmission of data. Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-5 #LI-Remote

At NerdWallet Small Business, we're more than just a financial resource-we're the go-to growth partner for small businesses ready to scale big. Our mission? To empower entrepreneurs with the tools, guidance, and tailored financial solutions they need to turn bold ideas into thriving businesses. By blending proprietary technology with deep financial expertise, we deliver customized recommendations that drive smarter decisions, create more jobs, and strengthen the economy from the ground up. We're looking for a Sales Trainer, Closing Enablement-someone who lives at the bottom of the funnel and thrives on helping Account Executives close more business. You'll partner closely with Sales Managers to diagnose deal-level challenges, develop tactical coaching strategies, and run programs that directly move close rates and conversion metrics. If you're an expert in the business lending space and can translate “pitch-to-close” mastery into measurable performance gains, this role is your opportunity to make a high-impact difference where it matters most. Where you can make an impact: Drive Closing Performance: Partner with Sales Managers to identify and address key friction points in the sales process-from proposal to close-to improve win rates and shorten sales cycles. Coach at the Point of Action: Deliver individualized and small-group coaching based on live calls, deal reviews, and pipeline analysis. Focus on positioning, objection handling, negotiation, and closing behaviors. Design Practical Training for Closers: Build and deliver targeted training programs and reinforcement sessions that sharpen “in the moment” selling skills for tenured AEs and new closers. Collaborate with Sales Leadership: Align closing enablement strategies with go-to-market priorities, compensation levers, and performance goals. Create Enablement Assets: Develop playbooks, talk tracks, closing frameworks, and real-world exercises that turn knowledge into action. Analyze and Optimize: Leverage sales performance data (e.g., call conversion rates, deal stage progression) to identify trends, training needs, and measurable improvements. Foster a Coaching Culture: Equip frontline managers with the tools and techniques to coach effectively and sustain performance gains beyond training sessions. Your experience: 3+ years of experience in B2B sales training, sales management, or enablement, with a proven focus on deal coaching and closing performance. Expertise in challenger-based, transactional, and consultative sales approaches, especially as applied in fast-moving, high-volume environments. Proven ability to influence and elevate experienced sellers through coaching and feedback. Strong facilitation, communication, and storytelling skills. Familiarity with enablement tools (e.g., Gong, Highspot, Salesforce) and LMS systems. Results-driven mindset with experience tying training programs directly to KPIs (conversion rates, ACV growth, deal velocity, etc.). Where: This role will be based in Scottsdale, AZ. 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. What we offer: Pay Transparency: $80,000 - $117,000 base + equity 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 - 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) 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 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 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, as well as the Los Angeles 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

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. As the Head of New Business, you will be responsible for leading and driving the growth of our SMB lending new customer products. You will monitor month-over-month and quarter-over-quarter performance, analyzing market trends and pipeline flow to make strategic recommendations for ways to increase lead conversion, deal closure, and ultimately drive the business forward. You will coach and mentor a team of frontline managers as they navigate the day-to-day challenges of operating in a fast-paced and goal-driven sales environment. You will keep a close pulse on the business, proactively recommend sales contests and rewards to increase sales volume, and to drive employee retention. Where you can make an impact: Develop and execute a scalable sales strategy aligned with our growth objectives. Manage a predictable and data driven sales process, ensuring adoption, efficiency, and high conversion rates. Recruit, develop, and mentor a high-performing sales organization, fostering a culture of accountability, learning, and winning. Work collaboratively across teams to enhance demand generation, product, and sales performance. Create incentive structures that motivate the team to drive outsized performance and retain them. Challenge the status quo through intelligent risk-taking to drive the business forward Set clear expectations and instill accountability for leadership. Proactively identify strategic needs of the sales organization and create projects to execute against these needs. Stay ahead of industry trends and competitor strategies to inform sales decisioning. Step outside your comfort zone to take on projects beyond the scope of your day-to-day responsibilities as needed. Your experience: 8+ years of sales management level experience with at least 4+ years of sales leadership experience managing sales managers. Demonstrated ability to deliver results despite obstacles in a dynamic high volume/high velocity and sometimes ambiguous faced paced environment. Proven track record of building and scaling business functions and teams. Strong knowledge of transactional sales cycles. Extensive success partnering cross-functionally. Comfortable coaching and developing leaders across different experience levels. Exceptional communication and stakeholder management skills. An ability to manage up and across in a concise, data driven way. An executive presence with a history of building a culture of winning across the sales floor. Where: This role will be based in Scottsdale, 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 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. What we offer: Pay Transparency $140K-$205K Base ($210K-$275K OTE) 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 - 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) 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 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 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, as well as the Los Angeles 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

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. NerdWallet's Content Platform team builds and maintains the high-traffic, headless WordPress CMS that powers much of our consumer-facing experience. We're looking for an Engineering Manager to lead this team as we evolve the CMS at the heart of NerdWallet's content ecosystem. In this role, you'll help bring our vision of a decoupled content platform to life-one that enables fast, reliable, and flexible content experiences across web and mobile for millions of users. As Engineering Manager, Content Platform, you'll lead and support a team of engineers delivering high-quality, scalable, and secure software that advances NerdWallet's product and business goals. You'll partner closely with Product and cross-functional collaborators to shape the roadmap, prioritize work, and remove obstacles, while fostering strong engineering practices and a culture of continuous learning. You'll be accountable for technical quality, team health, and day-to-day execution-mentoring and developing engineers, making thoughtful technical decisions, and balancing near-term delivery with long-term maintainability, compliance, and reliability. This role reports to the Director, Engineering. Where you can make an impact: Lead, coach, and develop an engineering team responsible for NerdWallet's Content Platform and CMS Partner with Product Managers and other cross-functional stakeholders to plan, prioritize, and execute against the product roadmap Drive consistent execution of software development best practices, including code quality, testing, documentation, and operational excellence Contribute to and guide technical and architectural decisions, ensuring solutions are scalable, reliable, secure, and compliant with regulatory requirements Balance platform evolution (e.g., headless CMS, APIs, content workflows) with stability for high-traffic, mission critical systems Manage sprint planning, project timelines, and delivery commitments, ensuring predictable and high-quality execution Identify technical risks, dependencies, and delivery challenges, escalating and addressing them proactively Foster a culture of collaboration, accountability, continuous improvement, and psychological safety Support hiring, onboarding, performance management, and career development for engineers at varying levels Ensure systems owned by the team meet availability, performance, and security standards Your experience: 7+ years of experience in software engineering 2+ years of experience as the people manager of an engineering team Proven experience delivering production software in a complex, fast-paced environment within FinTech or regulated industries Proven success owning and leading large-scale content management systems and headless architectures (our current platform is WordPress) Strong understanding of the software development life cycle, agile methodologies, and modern engineering practices Solid technical foundation with experience designing and building scalable, reliable, and secure systems Proficient in PHP, GraphQL, SQL, and JavaScript languages e.g. TypeScript Working knowledge of security best practices, data privacy, and compliance considerations in financial systems Demonstrated ability to coach, mentor, and support engineers at varying levels through clear, actionable feedback Strong communication and collaboration skills, with the ability to work effectively with technical and non-technical partners Experience balancing delivery commitments with technical quality and long-term maintainability Experience in developing scalable web applications with SEO in mind Strong problem-solving and decision-making skills, with a proven ability to manage and deliver complex engineering projects at scale and on time A passion for mentorship, cross-functional collaboration, and creating inclusive, high-performing teams Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-Remote

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. NerdWallet 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. Unlike 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. Where you can make an impact: Conduct client assessments to evaluate insurance needs and potential risk Meeting/Exceeding Sales goals by Policy Premium Recommend appropriate products including auto, home, life, and health insurance Clearly explain policy terms, coverage, and pricing Prepare and submit insurance applications and related documentation Manage policy renewals and support clients through the claims process Stay informed on current products, compliance requirements, and industry updates Build strong client relationships and contribute to revenue growth Meet or exceed sales targets and maintain high client retention Ensure accurate documentation and timely processing of applications Report on sales performance and relevant metrics Day-to-day activities include: Client consultations and quoting Policy comparisons and application processing Lead follow-ups, policy renewals, and claims support Compliance with licensing and industry standards Ongoing training and product knowledge development Your experience: Active Property and Casualty Insurance License Minimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agent High school diploma or equivalent Familiarity with personal lines insurance carriers and their underwriting processes 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 Proficiency in CRM tools, email platforms, and quoting software Experience quoting, selling, and servicing personal lines insurance products Understanding of relevant insurance products and regulations Key Skills Strong written and verbal communication Customer service and relationship-building Sales acumen and persuasive abilities Strong organizational skills and attention to detail Problem-solving and claims resolution Preferred Qualifications Previous experience in sales or customer service Where: This is a full-time role requiring a minimum of 40 hours per week. Work may be performed: In a hybrid model, with at least 3 days per week in-office (New York Financial District) You'll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop. What We Offer: Pay Transparency This 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. Insurance Agent I Base Pay: $55,000 annually ($26.44 paid hourly) Commission: $33,333 projected Incentives based on quota - Uncapped earning potential based on performance On-Target Earnings: $88,333 annually Insurance Agent II Base Pay: $62,000 annually ($29.81 paid hourly) Commission: $37,333 projected incentives based on quota - Uncapped earning potential based on performance On-Target Earnings: $99,333 annually Final leveling will be determined by the hiring manager based on experience. 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 - 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) 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 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 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, as well as the Los Angeles 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)

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. The Head of M&A Integration leads NerdWallet's end-to-end acquisition integration strategy as the company increasingly deploys M&A to accelerate growth, expand capabilities, and strengthen its long-term competitive position. This role ensures that newly acquired companies are integrated swiftly, cohesively, and with minimal disruption while preserving value and unlocking synergies. Operating as a cross-functional leader and strategic partner, this individual builds scalable integration processes, drives cultural and operational alignment, and ensures that each acquisition seamlessly transitions into NerdWallet's systems, processes, and ways of working. This role requires a multi-faceted leader to drive the pre & post-acquisition integration strategy. The successful candidate will act as a cross-functional orchestrator, bringing clarity and structured execution to complex processes across teams like Finance, Legal, and IT. They must be a culture steward who ensures acquired teams are supported and engaged, all while serving as a trusted advisor to executives on integration progress and risks. This strategic operator must balance the fast pace of integration with thoughtful, human-centered change management. This role reports to the VP, Finance. Where you can make an impact: Lead end-to-end integration planning and execution Design and implement comprehensive integration plans spanning Finance, People, Legal, IT/Security, Revenue Operations, Marketing, and product-adjacent workflows. Build integration timelines, critical paths, and workstream governance structures to ensure clarity and accountability across the organization. Ensure integration activities stay on-budget and on-schedule. Drive integration readiness between deal signing and deal closing Partner with Corp Dev, functional leaders, and acquired company leadership during diligence to identify integration requirements, risks, systems gaps, and early synergy opportunities. Translate findings into actionable integration plans and resourcing assumptions. Lead cross-functional program management across all integration workstreams Track goals, milestones, and deliverables while coordinating across teams / functional groups; identify blockers; escalate issues; and maintain transparency through structured reporting to executive leadership. Create templates, processes, and best practices that enable consistency, repeatability, risk mitigation, and scalability as NerdWallet grows its acquisition cadence. Continuously refine frameworks based on retrospective learnings and outcome metrics. Establish and maintain strong relationships with acquired company teams post-closing Serve as the primary operational point of contact for acquired leadership teams through close and the first 90-180 days post-close. Facilitate alignment on operating rhythms, reporting expectations, culture onboarding, and communication channels. Oversee integration of G&A and corporate functions Coordinate the onboarding and integration of People Ops, HR systems, IT/Security compliance, Finance and Accounting processes, payroll, benefits, legal entities, and compliance workflows. Ensure seamless system migrations and process transitions with minimal business disruption in planning for “Day 1” readiness. Identify and manage integration risks Surface and mitigate potential operational, regulatory, financial, or technical risks. Coordinate with Legal, Security, and Compliance to ensure acquired teams adhere to NerdWallet's regulatory, data, and security standards. Lead cultural and change-management integration Drive people-centric change management that accelerates adoption of NerdWallet values, processes, and expectations. Build communication plans, onboarding journeys, and team-to-team connection points. Define and report integration success metrics Develop dashboards, KPIs, and synergy-tracking tools to quantify integration impact, value capture, and long-term business outcomes. Present regular updates to the VP Finance, CFO, ELT, and relevant stakeholders. Support transition of acquisitions into ongoing FP&A processes Partner with FP&A to align new business units with forecasting models, reporting structures, and long-term planning processes. Your experience: 7+ years of experience in M&A integration, corporate development, management consulting, internal operations, investment banking, or similar fields with exposure to post-merger integration. Demonstrated success leading multiple large-scale integrations simultaneously in a fast-paced, high-growth, or tech-driven environment. Strong understanding of G&A functions including HR/People, Security, IT, Finance, Legal, and Revenue Operations. Excellent program management capabilities, with experience creating structure, defining processes, and aligning cross-functional partners. Outstanding communication skills with the ability to influence without authority and build strong relationships. High emotional intelligence and a people-centric approach to solving integration challenges. Strong business judgment, ability to handle sensitive information, and comfort operating with executive stakeholders. Bachelor's degree in Business, Finance, Operations, or related field-or equivalent experience. Preferred Qualifications: Experience in FinTech, consumer finance, or software/technology industries. Experience integrating teams subject to regulatory, compliance, security, or data-handling requirements. Exposure to IPO readiness, public company integration standards, or comparable governance frameworks. MBA or similar advanced education. Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-Remote #LI-7

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. The Lead Data Analyst is a high-impact role responsible for shaping strategy and driving execution of advanced analytics across product, business, and platform domains. With a broad sphere of influence, this role owns highly complex initiatives, mentors cross-functional teams, and steers the Analytics & BI function toward scalable, data-driven decision-making. The Lead functions as a technical expert, strategic thinker, and organizational bridge-builder. As a Lead thought leader within Analytics, the Lead Data Analyst drives roadmap alignment, introduces innovative measurement strategies, and oversees development of analytics capabilities across teams. This role works closely with stakeholders to diagnose challenges, design solutions, and deliver high-leverage insights. They serve as a multiplier for analytics effectiveness through influence, enablement, and cross-org partnership. This role reports to the Director, Business Analytics. Where you can make an impact: Lead end-to-end delivery of strategic analytics programs spanning multiple teams or business domains. Architect scalable and reusable analytics solutions, including data pipelines, semantic models, and KPI frameworks. Design and evangelize measurement strategies that drive alignment on goals and performance metrics. Guide business-critical decision-making with deep, proactive insights using SQL, Looker, and statistical modeling. Serve as an expert advisor to executives and senior leaders on data strategy and analytics capabilities. Influence cross-functional partners to prioritize and integrate data-informed decision-making across initiatives. Drive the evolution of internal analytics infrastructure, standards, and governance. Coach and mentor analysts across teams; lead communities of practice and best-in-class knowledge sharing. Represent the Analytics function in cross-org strategic planning and OKR development. Your experience: 5+ years of progressively senior experience in data analytics, BI, or data science. Demonstrated ability to lead large-scale, cross-functional analytics initiatives with measurable business impact. Advanced SQL fluency and strong experience with Looker (or similar BI platforms) at the data modeling layer. Deep expertise in analytics architecture: reusable pipelines, event taxonomies, semantic layers, KPI governance. Strong track record in designing and implementing enterprise-wide measurement and experimentation strategies. Strategic thinking and business acumen: ability to connect high-level objectives with tactical data execution. Skilled at navigating ambiguity and setting direction for others in complex, fast-paced environments. Highly effective communicator and influencer, including at the executive level. Strong mentoring and leadership presence; builds capability through coaching, feedback, and enablement. Embodies self-awareness, resilience, and thoughtfulness in interpersonal dynamics. Preferred Qualifications: Experience operating in platform analytics, data governance, or embedded enterprise analytics roles. Proficiency in Python or R for statistical modeling or automation. Experience with dbt, Airflow, or similar tools for data pipeline development and orchestration. Familiarity with causal inference, machine learning, or advanced forecasting methods. Track record of leading change management or transformation efforts within data organizations. Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-Remote #LI-4

Salary Range: $90,000 - $120,000 annually Apply by: February 2nd, 2026 This salary is based on experience and qualifications, in alignment with the level of responsibility assigned. This role offers opportunity for professionals at various career stages to contribute meaningfully and grow within our organization. For a list of our benefits please click here. This is a Hybrid/local or Remote position. If you are local to central Illinois, this job requires you to work in the Peoria, IL office Tuesday, Wednesday, Thursday with the option to work from home Monday and Friday. As Associate Director of Technology Management, my objective is: To bridge business needs and technology capabilities at Simantel. This role ensures our tools and systems empower both client work and agency operations - through requirement gathering, system optimization, platform evaluation, integration, and governance. The Associate Director of Technology Management connects strategy to execution by leading technology discovery, assessment, and enablement while balancing agency growth objectives and compliance. Outcomes I need to produce for clients: Ensure technology used in client delivery - such as automation, analytics, and media platforms - is effective, compliant, and integrated within the broader tech stack. Lead technology discovery and solution design for complex client engagements, translating business objectives into scalable technical architectures. Identify opportunities to improve client work through automation, AI, and data integration between marketing systems. Partner with account and strategy teams to translate client needs into clear system requirements that drive better outcomes and reporting. Ensure that tools supporting client work are cost-effective, secure, and scalable to meet engagement needs. Outcomes I need to produce for the Agency: Manage client delivery technology needs across operations, creative, media, automation, and analytics. Maintain an up-to-date catalog of systems, users, contracts, and integrations, ensuring the agency is maximizing the value of paid tools. Audit existing systems to determine if they meet requirements before pursuing new purchases. Research and recommend new technology that complements Simantel's operational tech stack, ensuring smooth integration and minimizing redundancy. Negotiate vendor pricing, lead security and risk assessments, and ensure compliance with privacy and data standards (e.g., SOC2, GDPR). Present clear recommendations to leadership, backed by cost-benefit and risk analysis. Collaborate with IT to integrate new platforms and automate data flow across systems using APIs and AI tools. Identify, document, and prioritize integration opportunities that reduce manual effort and improve operational efficiency. Support governance by ensuring all technology is properly vetted, licensed, secured, and aligned with the overall technology roadmap. Stay ahead of emerging tools, AI trends, and integration strategies to keep Simantel's technology ecosystem competitive and future ready. To produce these outcomes, I need to: Provide day-to-day leadership and mentorship to team members. Prioritize and oversee integration initiatives that reduce manual effort and improve data flow across systems. Partner closely with IT, Analytics, and Media teams to align execution with the broader technology roadmap. Ensure governance processes are followed for all technology adoption and usage. Build deep expertise in Simantel's technology ecosystem and client delivery model. Demonstrate measurable impact through improved ROI on technology investments and reduced operational friction. Develop leadership capability through coaching, delegation, and strategic decision-making. The skills and abilities I require are: Strong understanding of marketing technology, CRM, analytics, and automation systems. Excellent documentation, system evaluation, and communication skills. Experience in vendor management, contract negotiation, and compliance evaluation. Familiarity with AI-driven automation tools and API-based integration platforms. Ability to translate business requirements into scalable, secure technology solutions. To produce these outcomes, I have decision-making authority over the following: Recommendation and approval of marketing, analytics, automation, and integration tools used in client delivery (within budget and governance thresholds). Evaluation, renewal, consolidation, or retirement of existing technology platforms based on usage, value, and risk. Selection of vendors and platforms for pilot programs, proofs of concept, and controlled rollouts. Input into prioritization of technology and integration initiatives in partnership with IT, Analytics, Media, and Operations. Enforcement of governance standards related to security, privacy, licensing, and acceptable tool usage. Leading indicators of my success are: Reduced manual effort and workarounds in client delivery through documented integrations and automation. Clear, repeatable technology discovery and evaluation processes adopted across teams. Improved visibility into tool usage, costs, contracts, and system ownership. Faster and more consistent translation of client requirements into technical solutions. Fewer redundant tools and clearer rationale for technology decisions. Long-term indicators of my success are: Sustained improvement in ROI from technology investments across client and internal platforms. A stable, well-governed technology ecosystem that supports agency growth without added friction. Increased confidence from leadership and client teams in technology recommendations and execution. Strong audit and compliance posture with minimal security or privacy issues. A team capable of independently assessing, integrating, and managing technology with minimal escalation. By applying to Simantel and uploading your resume, you are opting-in to receive communications from Simantel regarding your application. An introduction to our benefits can be found towards the bottom of this page here. Simantel offers an attractive compensation package, which includes competitive salary, 401(k) plan, PTO, flexible work arrangements, holiday pay and a comprehensive benefits program. We are an equal opportunity employer committed to a diverse and inclusive workforce. We encourage anyone interested to apply and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Simantel is not currently hiring individuals for this position who require sponsorship under U.S. immigration laws to be lawfully employed.

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. Data engineers are the builders behind the insights that drive smarter decisions. They design and scale reliable data pipelines and models that power analytics, experimentation, and strategic decision-making across the company. As a Staff Data Engineer, you'll tackle complex, cross-functional data challenges-partnering closely with stakeholders across product, engineering, and business teams. You'll combine strong technical expertise with clear communication and thoughtful collaboration to ensure our data systems are not only technically sound but also deeply aligned with NerdWallet's strategic goals. As part of our embedded data model, you'll work directly within a product vertical-shaping the data that drives business decisions, product innovation, and user experiences. This is a unique opportunity to see your work translate into real-world outcomes, accelerating NerdWallet's mission through data that's closer than ever to the business. You'll design, develop, and maintain data systems and pipelines that serve as the foundation for analytics and product innovation in a fast-paced, ever-evolving environment. The right candidate thrives in ambiguity-comfortable toggling between projects, adapting to shifting priorities, and leading through change. You'll elevate the team's impact by leveraging both your technical depth and your ability to influence, mentor, and foster a culture of innovation, reliability, and continuous improvement. This role sits within Core Engineering and reports to a Senior Manager of Data Engineering. You'll join a passionate team of Nerds who believe clean, scalable data is at the heart of helping consumers make smarter financial decisions. Where you can make an impact: Lead the design, development, and maintenance of business-critical data assets, ensuring they are accurate, reliable, and aligned with evolving business priorities Drive technical innovation and process excellence, evaluating emerging technologies and implementing scalable, efficient solutions that improve data pipeline performance and reliability Tackle complex technical challenges - balancing scalability, security, and performance - while providing clear rationale for architectural decisions and aligning outcomes across teams Ensure data pipeline reliability and observability, proactively identifying and resolving issues, investigating anomalies, and improving monitoring to safeguard data integrity Build trust and alignment across cross-functional teams through transparent communication, collaborative problem-solving, and a deep understanding of partner needs Bring clarity and direction to ambiguity, taking ownership of initiatives that span multiple domains or teams, and providing technical leadership to ensure successful delivery Prioritize work strategically, balancing business impact, risk, and execution to drive measurable outcomes that support organizational goals Act as a trusted technical advisor and thought leader, shaping the team's long-term architecture and influencing best practices Foster a culture of technical excellence and continuous learning, mentoring engineers and championing modern data engineering practices, including AI and automation-enabled solutions Your experience: 7+ years of relevant professional experience in data engineering 5+ years of experience with AWS, Snowflake, DBT, Airflow Advanced level of proficiency in Python and SQL Working knowledge of relational databases and query performance tuning (SQL) Working knowledge of streaming technologies such as Storm, Kafka, Kinesis, and Flume Bachelor's or Master's degree in Computer Science, Engineering, or a related field (or equivalent professional experience) Advanced level of proficiency applying principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Experience designing, building, and operating robust data systems with reliable monitoring and logging practices Strong communication skills, both written and verbal, with the ability to articulate information to team members of all levels and various amounts of applicable knowledge throughout the organization Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-4 #LI-MPLX

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 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. Where you can make an impact: Train, motivate, and manage a team of 6-8 Account Executives, fostering a collaborative and inclusive team culture. Set clear expectations and instill a strong sense of accountability across your team. Develop and implement effective coaching strategies-both in team meetings and 1:1s-that help reps grow their skills and confidence. Regularly shadow phone interactions and analyze the sales pipeline to identify opportunities for performance improvement. Operate with a data-driven mindset in a fast-paced, metrics-heavy environment, using insights to inform strategies and drive results. Create an environment where team members are encouraged to contribute new ideas, offer solutions, and think creatively. Maintain a positive, upbeat attitude-especially during periods of change-and serve as a steady leader in dynamic situations. Partner cross-functionally with other teams to align goals, solve problems, and ensure smooth execution of sales strategies. Take an active role in identifying, attracting, and recruiting top-tier sales talent. Embrace opportunities to take on strategic projects that go beyond your core responsibilities and contribute to broader business goals. Your experience: 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. 1+ year of experience managing a team of at least 4 Account Executives Proven track record of success in quota-carrying sales roles Demonstrated ability to coach and develop Account Executives across a variety of experience levels and learning styles Experience in a transactional sales environment with high-volume outbound activity Skilled in interpreting and acting on performance data; analytical and detail-oriented Strong written and verbal communication skills with the ability to clearly convey expectations and feedback Experience working across departments and building relationships in a cross-functional organization Problem-solving mindset with the ability to adapt and thrive in change-heavy environments Proficiency with CRM platforms, preferably Salesforce FinTech or lending experience is a plus, but not required Where: This role will be based in Scottsdale, AZ. What we offer: Pay Transparency The compensation for this role is $90K-110K base (OTE: $120K-155K) 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. 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 - 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) 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 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 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, as well as the Los Angeles 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

At NerdWallet Small Business, 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. NerdWallet Small Business is seeking an experienced Office Lead to join our team. You will work closely with the Leaders in the New York office and be responsible for overseeing the office's day-to-day operations, ensuring smooth and efficient operations. This role requires excellent communication skills, strong multitasking abilities, and a proactive, friendly approach that brings positivity and pride to every interaction. A successful candidate will take ownership of the office, anticipate needs, and thrive on keeping things in order. They'll bring structure and energy to a busy, fast-paced office - someone who notices what needs to be done, acts quickly, and follows through to completion. Where you can make an impact: Own all aspects of daily office operations - ensure cleanliness, readiness, and professional presentation of all workspaces. Greet and host guests; manage visitor logistics, sign-ins, and meeting room readiness. Maintain office supplies, food and beverage inventory, and other items that support day-to-day needs. Partner with onsite leadership, IT, Recruiting, and HR teams for onsite tasks. Assist with any setup for internal meetings, visiting teams, investor visits, and board meetings. Liaise with building management for maintenance and access issues. Support your in-office colleagues with ongoing tasks and projects. Oversee a team member operating the Phoenix office. Handle mail and courier services - collect, sort, and distribute deliveries promptly. You are: Resilient: Able to thrive in a fast-paced environment, with an aptitude for time management, organization, and communication. Steady under pressure, positive, and adaptable. Proactive: Take initiative, follow through reliably, and work with a sense of urgency. Anticipates needs - doesn't wait to be told. Detail-oriented: Achieve thoroughness and accuracy when completing a task and make a conscious effort to understand causes instead of just the effects. Articulate: Build effective working relationships with teams through clear, reliable verbal and written communication. Dependable: Possess a strong understanding and ability to handle confidential information. Balanced personality: Polished enough for executives, grounded enough for everyday needs. Your Experience: 5+ years of administrative or office management experience, ideally in a dynamic or fast-paced environment. Proven ability to handle multiple priorities with efficiency and calm. Strong organizational and time-management skills; meticulous attention to detail. Clear and confident communication skills, both written and verbal. Experience with Google Workspace and Slack. Independent, proactive, and comfortable making smart decisions without waiting for direction. Exercises good judgment, tact, and discretion in all interactions. Where: This role will be based in New York, New York and in-office 5 days per week. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-5

At NerdWallet, we are on a mission to bring clarity to all of life's financial decisions, and every great mission needs a team of exceptional Nerds. We have built an inclusive, flexible, and transparent culture where you are 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. We are looking for a Senior Manager, Business Analytics to lead a team of talented analysts who turn data into actionable insights that shape NerdWallet's strategic decisions. This role sits at the intersection of data, strategy, and innovation, partnering across the business to drive growth and efficiency through analytics. The ideal candidate is both a strategic thinker and a hands-on leader who can connect the dots between data and business outcomes, mentor a high-performing team, and inspire data-driven decision-making at every level of the organization. This role reports to the Director, Business Analytics and works closely with leaders across Brand, Performance Marketing, Data Engineering, and Finance. Where you can make an impact: Lead, coach, and develop a team of business analysts to deliver high-quality, actionable insights. Partner with cross-functional leaders to identify key business questions and translate them into analytical strategies. Define and interpret core KPIs that measure success across customer acquisition, retention, engagement, and financial performance. Build and scale dashboards, reporting tools, and frameworks that help teams make faster, smarter decisions. Analyze marketing and business performance across channels (paid, organic, email, affiliates, etc.) to optimize ROI and inform resource allocation. Leverage data to understand the product and business ecosystem, quantify new opportunities, identify upcoming challenges, and shape product development. Help develop a strategy and support leadership in prioritizing what to build and setting goals for execution. Guide product teams using data and insights. You will focus on developing hypotheses and employing a varied toolkit of rigorous analytical approaches, different methodologies, frameworks, and technical approaches to test them. Not just present data or tell data-driven stories but present insights and recommendations to convince and influence senior leadership with clarity and confidence. Partner with Data Engineering to leverage infrastructure and data pipelines for scalable, repeatable analysis. Stay current with evolving analytics tools, methodologies, and best practices to continually raise the bar for the team and function. You are: A collaborative leader who builds trust and empowers others to do their best work. A data storyteller who can translate complex insights into clear narratives that influence action. A strategic problem-solver who thrives in fast-paced environments and prioritizes effectively. Passionate about using data to drive meaningful impact for consumers and the business. Your experience: 7+ years in analytics, business intelligence, or a related data-driven role. Proven experience leading analytics initiatives that delivered measurable business outcomes. Proficiency in SQL and at least one data visualization tool such as Looker, Tableau, and Power BI. Experience using R, Python, or similar tools for statistical analysis and modeling. Strong communication and stakeholder management skills, with the ability to present to executives and non-technical audiences. Deep understanding of fintech, consumer finance, or related industries. Excellent organizational skills with the ability to manage multiple priorities in a dynamic environment. Strong understanding of full-funnel marketing dynamics-with a deep understanding of user journey segmentation-from top-of-funnel acquisition and engagement, through mid-funnel nurturing and intent-building, to bottom-of-funnel conversion optimization. Proven ability to leverage data-driven insights to calibrate messaging, channel mix, and campaign tactics across each stage to maximize ROI and accelerate growth. Preferred Qualifications: Master's degree in a quantitative field (e.g., Economics, Statistics, Data Science, Business Analytics). Experience working in a modern data environment (e.g., dbt, Snowflake, Mode, BigQuery). Familiarity with experimentation frameworks (A/B testing) and growth analytics. Past experience scaling analytics teams or functions in a high-growth startup. Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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-DNI

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. We are seeking a driven Business Development - Growth Insights and Analytics Manager supporting our Lending and Credit Businesses (including Personal Loans, Credit Cards, Banking, and more). This individual will play a critical role in driving business growth through data-driven insights, strategic recommendations, and analytics that support the Business Development team. You'll help shape and optimize NerdWallet's positioning and value proposition with financial service providers, while enabling the team to identify and execute on high-impact growth opportunities. As the Business Development & Growth Analytics Manager, you will own the development of a key growth function-delivering analytical support, performance insights, and strategic frameworks to guide our partnership initiatives. Reporting to the Head of BD, you will partner closely with BD leadership to shape strategy for Lending and Credit Businesses, inform partnership decisions with rigorous analysis, and provide actionable recommendations that drive sustainable business growth. This role is a blend of growth marketing, analytics, and business development strategy. You'll collaborate with BD partners, category General Managers, Marketing, Product, Analytics, and Finance teams to size opportunities, optimize performance, and develop defensible, data-backed strategies. Where you can make an impact: Provide data and analytical support to the Business Development team, delivering insights that guide strategic decisions and partnership initiatives Develop and communicate growth strategies that strengthen NerdWallet's relationships with existing and prospective partners Conduct opportunity sizing, business case development, and performance analysis to drive short- and long-term revenue growth Partner with internal stakeholders (Marketing, Product, Finance, Analytics, & GMs) to design and execute initiatives that improve efficiency and effectiveness Define and implement measurement frameworks and reporting standards to track performance and identify optimization opportunities Provide strategic recommendations that balance partner needs, NerdWallet objectives, and overall market dynamics You are: Analytical and results-oriented: Skilled at identifying key business drivers, conducting rigorous analysis, and translating insights into actionable strategies Strategic and methodical: Able to take a holistic view, prioritize high-impact opportunities, and build frameworks that guide business growth Data-driven problem solver: Comfortable leveraging data and analytical tools to drive decision-making in ambiguous environments Strong communicator and influencer: Capable of crafting compelling narratives for partners, executives, and cross-functional teams Organized and productive: Adept at managing multiple priorities while coordinating across stakeholders Entrepreneurial: Excited to build new capabilities, tackle challenges, and help evolve a critical growth function Your experience: 7+ years of experience in analytics, growth marketing, business development, or strategic partnerships with a proven track record of delivering business results Expert-level SQL skills and strong proficiency in Tableau (or similar BI tools), with the ability to build complex queries, create dashboards, and deliver actionable insights Demonstrated ability to use data and analytics to drive growth strategies and partnership outcomes Experience working in digital affiliates, online consumer acquisition, or financial services businesses Strong understanding of lending and credit business models, products, and strategies Excellent communication and presentation skills, with the ability to influence both internally and externally Intellectual curiosity and the desire to become an expert in financial services and growth strategy Where: This role will be remote (based in the U.S.). 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. What we offer: 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 - 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) 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 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 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, as well as the Los Angeles 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) #DNI

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. NerdWallet 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. Unlike 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. Where you can make an impact: Conduct client assessments to evaluate insurance needs and potential risk Meeting/Exceeding Sales goals by Policy Premium Recommend appropriate products including auto, home, life, and health insurance Clearly explain policy terms, coverage, and pricing Prepare and submit insurance applications and related documentation Manage policy renewals and support clients through the claims process Stay informed on current products, compliance requirements, and industry updates Build strong client relationships and contribute to revenue growth Meet or exceed sales targets and maintain high client retention Ensure accurate documentation and timely processing of applications Report on sales performance and relevant metrics Day-to-day activities include: Client consultations and quoting Policy comparisons and application processing Lead follow-ups, policy renewals, and claims support Compliance with licensing and industry standards Ongoing training and product knowledge development Your experience: Active Property and Casualty Insurance License Minimum of 1 year experience as a P&C insurance agent; 3-5 years for level 2 agent 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 High school diploma or equivalent Familiarity with personal lines insurance carriers and their underwriting processes Proficiency in CRM tools, email platforms, and quoting software Experience quoting, selling, and servicing personal lines insurance products Understanding of relevant insurance products and regulations Key Skills Strong written and verbal communication Customer service and relationship-building Sales acumen and persuasive abilities Strong organizational skills and attention to detail Problem-solving and claims resolution Preferred Qualifications Previous experience in sales or customer service Where: This is a full-time role requiring a minimum of 40 hours per week. Work may be performed: In a hybrid model, with at least 3 days per week in-office (Old Town Scottsdale area) You'll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop. What We Offer: Pay Transparency This 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. Insurance Agent I Base Pay: $45,000 annually ($21.63 paid hourly) Commission: Projected at $30,000 - Uncapped earning potential based on performance On-Target Earnings: $75,000 annually Insurance Agent II Base Pay: $50,000 annually ($24.04 paid hourly) Commission: Projected at $33,333 - Uncapped earning potential based on performance On-Target Earnings: $83,333 annually Final leveling will be determined by the hiring manager based on experience. 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 - 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) 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 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 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, as well as the Los Angeles 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)