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Account Manager

Greater New York City Area Full Time


Small business lending is broken—and Fundera is here to fix it. By building the most trusted marketplace in the industry, we make lenders compete for business instead of the other way around.Small business is the backbone of our economy, and business owners deserve a partner they can trust—especially when it comes to financing. 4 out of 5 business owners get denied by banks for the loans they need to solve problems and seize opportunities, and far too many get ripped off by unregulated brokers looking for a quick buck.With Fundera, business owners can get competing offers from dozens of the country’s leading small business lenders by submitting just one application. Our service is simple, transparent, and best of all? It’s absolutely free. Our mission: to put the power to borrow back in the hands of business owners.


Job Description

An ambitious & motivated Account Manager who will provide the highest level of service to Fundera customers; nurture customers through every step of the lifecycle, analyze opportunities for re-financing, and ensure consistent renewals & retention.


Responsibilities

  • Understand our lending products inside and out and identify opportunities for existing customers to refinance, upgrade, or take on additional products to meet their financing needs.
  • Build and maintain meaningful and long-term relationships with Fundera’s customers by helping them obtain their financial goals.
  • Work closely with our Account Executives to ensure a seamless customer experience and identify potential up-sell and other collaboration opportunities.
  • Work with our supply side lender network to find the best offer for a customers needs
  • Achieve and consistently exceed monthly renewal goals.

Requirements

  • Have 2-5 years of sales or customer service experience.
  • Possess outstanding communication skills.
  • Have the ability to multi-task, prioritize, and autonomously manage your time.
  • Be comfortable and resilient in conversations with business owners from all walks of life.
  • 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.

Benefits

  • We want people who elevate the game—and we’re willing to pay for it. We offer competitive salaries and meaningful equity.
  • We offer generous medical, dental, and vision insurance—you shouldn’t have to stress about your health.
  • Yes, your Fundera family is very important, but your’s at home matters most. That’s why we offer incredibly generous maternity and paternity leave.
  • Everybody needs a little R&R—but we want our team to have more than just a little. You’ll get flexible PTO and we mean legitimately flexible PTO.
  • Our kitchen is full of a wide-variety of (mostly healthy) snacks to make sure you never go hungry. You can also always find coffee, seltzer, and more on tap to make sure you never go thirsty.
  • We sponsor bi-monthly catered lunches and company happy hours, and other events such as trivia, yoga, and visits to customers. It’s important to bring our team together as much as possible.
  • Connect with coworkers who share similar interests and join one of our many “clubs” across the company. For example, check out the Women Who Work or the Foodies of Fundera. Want to start a club that doesn’t already exist? You got it.
  • Our cross-team “culture committee” makes sure our team’s happiness is always top-of-mind. The group implements a new project every quarter and committee members rotate every few months.
  • Transparency is what our product is built on—and so is our culture. Whether that means regular all-hands meetings, board decks circulated every month, or a highly-accessible leadership team, we’re all stakeholders in this company and never forget that.
  • Come to work with a group of supportive, talented, ambitious individuals who will teach you something new every day, whilst building a product that will truly and actually change the lives of America’s small businesses and job creators.