NerdWallet

Customer Success Manager

• Identify and translate business goals into effective CRM marketing strategy and roadmap
• Drive the strategy and vision for all campaigns within area of responsibility
• Manage and mentor a team of CRM marketing managers helping to prioritize work while seamlessly flexing between player and coach to ensure successful outcomes
• Implement and optimize day-to-day processes to increase team velocity
• Use data to drive decisions around campaign optimization and performance targets
• Cascade campaign metrics, trial data, and best practices to relevant stakeholders
• Partner cross-functionally with Analytics, Product, Engineering, Program Management, and Creative teams to identify and act on opportunities to create broad reaching impact
• Map the customer journey and build appropriate segmentation strategies from onboarding through churn mitigation and winback

CRM Manager

Product Manager

• Own the product roadmap for emerging growth projects that leverage data and partner integrations to deliver personalized credit cards, lending, and wealth management solutions, aligning with the overall company vision.
• Define and drive the strategy to build competitive and innovative financial products that address customer needs in credit, lending and wealth management.
• Conduct market analysis and competitive research to identify trends, customer pain points, and opportunities for product growth.
• Ensure that products are relevant and valuable to the target audience with a deep understanding of the financial profiles, goals, and challenges of expected consumers to drive product innovation and personalization.
• Own product integrations with third party partners such as credit bureaus and NerdWallet clients.
• Seamlessly execute on roadmaps for successful product launches and updates by partnering with data, engineering, marketing, and editorial teams to create and implement product roadmaps.
• Lead product development projects from concept to launch, including defining requirements, setting timelines, and coordinating with stakeholders.
• Live in the numbers: monitor and analyze product performance metrics, implement A/B tests and other optimization strategies to improve user engagement and conversion rates.
• Stand in the shoes of our consumer: empathize with the audience we are building for and always bring consumer insight to the table.
• Mentor and develop team members, fostering a culture of continuous improvement and innovation to ensure long-term success

Staff Product Manager, Data

Customer Support

• Resolve customer inquiries related to policies, endorsements, renewals, and general servicing needs
• Manage inbound service requests via phone and email with timely, accurate, and professional responses
• Assist customers with insurance documentation, including certificates of insurance, declaration pages, and proof of coverage
• Support policy renewals by gathering updated customer information and coordinating with licensed agents
• Partner closely with licensed agents to address customer issues and appropriately escalate complex or licensed matters
• Maintain accurate and complete records in CRM, agency management systems (AMS), and carrier platforms to ensure compliance and data integrity
• Identify recurring service issues or trends and share insights to support process improvements and enhance the customer experience
• Provide general administrative and operational support related to insurance servicing as needed

Customer Service Representative

Full-stack Engineer

• At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions.
• A Senior Software Engineer plays a critical role in designing, developing, and maintaining complex software systems while providing technical leadership within a team.
• Their primary purpose is to architect scalable and efficient solutions, ensuring that software meets both functional and non-functional requirements such as performance, security, and maintainability.
• This is a Full-Stack role, responsible for writing high-quality, scalable, and efficient code.
• Review and optimize existing code, conduct thorough testing, and troubleshoot complex issues to improve system performance and reliability.
• Foster a culture of continuous learning and best practices in coding, architecture, and software development methodologies.
• Build relationships with cross-functional teams to align technical solutions with business objectives and contribute to architectural decisions.

Senior Software Engineer – SMB

Engineering Manager

• 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

Manager, Software Engineering – Content Platform

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
• 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

Content Manager

• Edit content to ensure it is helpful, engaging, clear, and actionable, while consistently providing effective feedback and coaching to writers to improve quality and meet editorial standards.
• Supports content strategy and SEO performance by identifying content gaps and optimizations through data analysis and keyword research, pitching and writing.
• Analyzes content performance data and communicates insights to stakeholders, demonstrating strong performance management skills and using data to inform editorial decisions.
• Assist with content production and operational support, including publishing articles, managing deadlines, assigning planned content, and contribute to audits, reviews, or rubric development as needed.
• Partner with cross-functional stakeholders acting as an editorial subject matter resource and aligning editorial priorities with business-driven needs.

Editor, Content Strategist II

Recruitment

• Partner with Talent Acquisition Partners and Recruiters on developing and executing sourcing strategies aimed at generating candidate for current and upcoming openings
• Attend recruitment strategy meetings to understand and develop an ideal candidate profile, the role’s impact on the business, career path, etc.
• In partnership with the DEI TA Manager, build diverse pipelines to ensure alignment with the DEI strategy and goals
• Leverage external partnerships and attract passive candidates to build future pipelines