NerdWallet

Sales Development Rep

• Design and run a L&D strategy focused on revenue impact—not participation
• Raise the bar on what “good” looks like across the entire sales org
• Hold the line on performance standards
• Partner with recruiting to define who gets in—and who doesn’t
• Build interview processes that filter for closers, not talkers
• Continuously tighten hiring criteria based on real performance data
• Build onboarding that produces productive reps fast—or exposes misses early
• Cut time-to-productivity without lowering the bar
• Make ramp a proving ground, not a checkbox
• Run live call reviews, deal breakdowns, and skill drills
• Give direct, actionable feedback reps can’t ignore
• Work with underperformers until they improve—or clearly don’t
• Track conversion rates, pipeline movement, and output like a hawk
• Identify exactly where reps lose deals—and fix it
• Build playbooks based on what actually works, not theory
• Extract what top performers do differently and scale it
• Build repeatable frameworks that drive consistent execution
• Eliminate randomness in performance
• Turn managers into real coaches—not just forecast owners
• Create accountability systems that actually stick
• Push leadership to maintain high standards
• Use tools like Gong, ChatGPT, and Claude to sharpen messaging and feedback loops
• Continuously improve how reps learn, practice, and execute

Director of Sales Enablement, Development

System Administrator

• Identity platform (Okta) administration; SSO, authentication, and access controls
• User lifecycle management automation; onboarding and offboarding of users, devices, and application access
• Maintenance of corporate IT infrastructure, including networks, servers, firewalls, applications, and cloud services (AWS, Azure, GCP)
• Endpoint management and configuration (Jamf, Intune), including security policy, patching, and vulnerability remediation
• SOX auditing and compliance enforcement across IT infrastructure processes and procedures
• Build and expand automation across IT operations, using both code and no-code tools, to reduce manual toil and improve consistency at scale
• Identify opportunities to apply AI and machine learning to reduce operational burden and improve decision-making
• Evaluate and adopt emerging tools and technologies that enhance identity management, endpoint security, and overall IT infrastructure efficiency
• Create and maintain high-quality technical documentation (runbooks, SOPs, end-user guides)
• Collaborate with Security, DevOps, HR, and other teams to identify and execute infrastructure improvements
• Assist IT leadership with special projects that may involve handling sensitive data, internal investigations, or strict confidentiality requirements

Senior IT System Administrator

Operations

• Own the end-to-end revenue operations function, including the design and maintenance of marketing and sales funnels, lead routing logic, CRM architecture, and pipeline reporting that enables data-driven decisions across growth and advisory teams.
• Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value — translating raw data into clear strategic recommendations for leadership.
• Lead the strategy and execution of marketing and sales automation platforms (e.g.,Salesforce, Customer.io), ensuring campaigns are measurable, scalable, and aligned to conversion goals.
• Design and continuously improve the end-to-end client onboarding experience for new wealth management clients, ensuring a seamless, compliant, and high-touch journey from signed agreement to fully funded account.
• Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, client communications cadences, and more.
• Own the operational systems and vendor relationships that keep us running, including custodian integrations (e.g. Schwab), portfolio management tools (e.g., Orion, Tamarac), and compliance-adjacent workflows in partnership with the CCO.
• Develop and maintain operational dashboards and KPIs that give leadership real-time visibility into business health across client growth, retention, advisor capacity, and operational throughput.
• Build the playbooks, SOPs, and internal knowledge infrastructure needed to scale the business without sacrificing consistency or compliance.
• Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational decisions are made with full context and clear accountability.
• Evaluate, negotiate, and manage relationships with third-party technology and service vendors critical to RIA operations.

Director, Sales & Operations

• Own the end-to-end revenue operations function, including the design and maintenance of marketing and sales funnels, lead routing logic, CRM architecture, and pipeline reporting that enables data-driven decisions across growth and advisory teams.
• Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value — translating raw data into clear strategic recommendations for leadership.
• Lead the strategy and execution of marketing and sales automation platforms (e.g., Salesforce, Customer.io), ensuring campaigns are measurable, scalable, and aligned to conversion goals.
• Design and continuously improve the end-to-end client onboarding experience for new wealth management clients, ensuring a seamless, compliant, and high-touch journey from signed agreement to fully funded account.
• Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, client communications cadences, and more.
• Own the operational systems and vendor relationships that keep us running, including custodian integrations (e.g. Schwab), portfolio management tools (e.g., Orion, Tamarac), and compliance-adjacent workflows in partnership with the CCO.
• Develop and maintain operational dashboards and KPIs that give leadership real-time visibility into business health across client growth, retention, advisor capacity, and operational throughput.
• Build the playbooks, SOPs, and internal knowledge infrastructure needed to scale the business without sacrificing consistency or compliance.
• Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational decisions are made with full context and clear accountability.
• Evaluate, negotiate, and manage relationships with third-party technology and service vendors critical to RIA operations.

Head of Operations

Performance Marketing

• Own and optimize day-to-day SEM operations across SMB lending, credit cards, insurance, and banking verticals, including bidding strategies, budget allocation, ad copy development, keyword management, and campaign structure optimization.
• Design, execute, and analyze structured experiments across audiences, creative, bidding strategies, and landing page experiences, synthesizing findings into scalable optimization playbooks and growth frameworks.
• Develop and maintain reporting frameworks and dashboards using Salesforce, Looker, Snowflake, and other analytics tools to measure marketing performance, identify opportunities, and surface actionable insights.
• Manage and optimize campaigns across Google Ads, SA360, and Microsoft Ads, applying best practices in campaign architecture, automation, and performance optimization.
• Build and scale emerging paid social acquisition programs across platforms such as Meta, LinkedIn, and TikTok by defining channel strategy, testing creative approaches, and establishing repeatable growth loops.
• Independently drive initiatives from concept through launch and post-performance analysis, bringing structure, momentum, and strong business judgment in a fast-paced environment.
• Partner cross-functionally with Product, Analytics, BI, Creative, and broader Marketing teams to improve acquisition performance and align channel strategy with broader SMB business goals.
• Stay informed on industry trends, platform changes, privacy developments, and emerging growth opportunities to continuously evolve acquisition strategies and maintain a competitive edge.

Senior Performance Marketing Manager, SMB

Full-stack Engineer

• Lead the execution of the team's most complex technical initiatives across the full stack setting the engineering standards and pace for the team to follow.
• Lead technical design and architecture for complex features, documenting systems, identifying tradeoffs, and ensuring solutions are maintainable, scalable, performant, and production-ready (including observability, alerting, and web performance).
• Mentor and uplevel engineers through actionable code reviews, pair programming, and knowledge sharing; advocate for and improve the team's technical best practices.
• Partner with the EM and PM to collaboratively roadmap large tracks of work, break down business requirements into technical requirements, and help the team hit deadlines. Proactively manage stakeholders, communicate upward, and build cross-team influence.
• Participate in the team’s Pod Lead rotation, responding to incidents, serving stakeholder needs and being on-call via PagerDuty for a week at a time (roughly once every 4-6 weeks).

Staff Software Engineer – Consumer Engineering

Platform Engineer

• Lead, coach, and develop an engineering team responsible for NerdWallet’s platform systems, including the Content Platform, CMS, and Product Data Platform
• Drive the evolution of engineering workflows through thoughtful adoption of AI-assisted development practices, automation, and operational tooling
• Partner with Product Managers and other cross-functional stakeholders to plan, prioritize, and execute against the product roadmap
• Champion process improvements that increase engineering velocity, efficiency, and developer experience while maintaining high standards for quality and reliability
• 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

Senior Engineering Manager, Platform Engineering

Security Engineer

• Partner closely with security engineering and infrastructure teams to build automation and AI-powered solutions that help identify vulnerabilities, improve security reviews, and reduce risk across our platforms
• Take ownership of security engineering initiatives that combine software development, AI systems experience, and security-first thinking to solve meaningful problems at scale
• Design and build multi-agent LLM systems and routing logic that automate threat modeling, security design review, policy Q&A, and vulnerability analysis at scale
• Develop retrieval-augmented generation (RAG) pipelines and semantic search systems across large code and documentation repositories
• Create automated code review capabilities that help identify insecure patterns and improve software quality earlier in the development lifecycle
• Design integrations with tools such as GitHub, Slack, Jira, Confluence, and cloud platforms to embed security guidance into everyday engineering workflows
• Develop REST APIs and platform services with authentication, authorization, rate limiting, observability, and secure handling of sensitive data
• Design and maintain scalable data processing pipelines for large codebases and document repositories, including extraction, indexing, stream processing, batch jobs, and parallel execution
• Improve AI application security through controls such as prompt injection prevention, sensitive data filtering, supply chain security, and secure handling of model inputs and outputs
• Enhance NerdWallet's secure software development lifecycle (SSDLC) through automation, tooling, and developer-friendly security practices
• Partner with engineering teams to prioritize and remediate application and infrastructure security risks
• Support incident response and on-call needs by contributing security engineering expertise, tooling, automation, and analysis when security issues arise
• Identify new opportunities for automation and AI augmentation across the security team, bringing fresh eyes and independent thinking to a growing backlog of high-impact work

Security Software Engineer, AI & Automation

Insurance

• Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment
• Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics
• Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and development
• Establish clear performance expectations, goals, and action plans for agents
• Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth
• Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement
• Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience
• Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements
• Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency
• Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations
• Design and facilitate ongoing training sessions, coaching programs, and skills refreshers
• Monitor, analyze, and report on agent and team performance trends
• Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements
• Track progress toward team goals and provide regular updates to leadership

Sales Manager, Insurance

Business Development Rep

• Manage processes, operations, and partner-facing workflows that keep the business running smoothly
• 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
• Own cross-functional projects from intake through execution, including timelines, stakeholder coordination, and delivery
• 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

Business Development Operations Associate – Contract

Product Manager

• Help shape the next generation of smart financial tools at NerdWallet. Define and evolve a multi-year vision for how people get value from NerdWallet by connecting accounts, analyzing and monitoring their data, and making smart and timely recommendations to drive positive outcomes in a customer’s financial life.
• Turn ambiguity into clear, impactful products. Identify high-impact opportunities, translate them into actionable product strategies, and guide teams from discovery through launch and iteration.
• Deliver meaningful customer and business outcomes. Use data, experimentation, and customer insights to improve activation, engagement, retention, and long-term value, while maintaining a strong focus on trust.
• Build and scale reliable financial systems. Partner with engineering, compliance, risk, and operations teams to develop secure, scalable, and compliant account capabilities.
• Collaborate across teams and partners. Work closely with internal stakeholders and external financial partners to navigate tradeoffs across speed, reliability, and risk.
• Raise the bar for product thinking and execution. Mentor and influence product managers and cross-functional partners, helping teams make stronger decisions and deliver higher-quality outcomes.
• Use AI to drive smarter, more personalized experiences. Leverage AI thoughtfully to improve team efficiency at scale and enhance consumer personalization, recommendations, and decision-making.

Director of Sales Enablement, Development

Senior IT System Administrator

Director, Sales & Operations

Head of Operations

Senior Performance Marketing Manager, SMB

Staff Software Engineer – Consumer Engineering

Senior Engineering Manager, Platform Engineering

Senior Engineering Manager, Platform Engineering

Security Software Engineer, AI & Automation

Sales Manager, Insurance

Business Development Operations Associate – Contract

Staff Product Manager, Native App