Remote Small Business Specialist Jobs
Remote Small Business Specialist jobs are open across financial services, insurance, banking, and small business lending at remote-first firms and distributed enterprise teams, from entry-level client support roles to senior relationship managers and program leads. Employers hiring remotely right now include Eurofins, NerdWallet, and The Baldwin. Find a role that fits below and apply directly.
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Showing 5 of 21+ Remote Small Business Specialist jobs
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 SMB Account Executive 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 NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.
Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.
Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.
Achieve and consistently exceed your monthly sales goals.
Your experience:
Account Executive: 3 months to 2 years relatable sales experience
Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.
Possess outstanding communication skills.
Have the ability to multitask, prioritize, and autonomously manage your time.
Comfortable and resilient in conversations with business owners from all walks of life.
Excited by and thrive in a fast-paced inside sales environment.
Think on your feet when faced with new challenges, tough conversations, or difficult questions.
Always raise your personal bar. You can take feedback like a champ and implement it immediately.
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
Account Executive: $21.64 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $63,000/year total in base + bonus if meeting attendance and performance expectations.
Senior Account Executive: $24.04 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $70,000/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
Compensation Range: $45K - $70K
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 SMB Account Executive 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 NerdWallet Small Business sales process, including our entire product suite and basic qualifying material.
Jump on the phones and become a NerdWallet Small Business expert who can confidently speak about our products and help business owners find the best loan options for their business.
Work alongside the lenders in our NerdWallet Small Business network to identify the best opportunities for them and serve as liaison between lender and small business owner.
Achieve and consistently exceed your monthly sales goals.
Your experience:
Account Executive: 3 months to 2 years relatable sales experience
Proven ability to effectively manage a pipeline with consistent performance against various KPIs/sales metrics.
Possess outstanding communication skills.
Have the ability to multitask, prioritize, and autonomously manage your time.
Comfortable and resilient in conversations with business owners from all walks of life.
Excited by and thrive in a fast-paced inside sales environment.
Think on your feet when faced with new challenges, tough conversations, or difficult questions.
Always raise your personal bar. You can take feedback like a champ and implement it immediately.
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
Account Executive: $21.64 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $63,000/year total in base + bonus if meeting attendance and performance expectations.
Senior Account Executive: $24.04 per hour plus a monthly bonus for hitting sales goals set forth in the Incentive Plan with the potential to earn $70,000/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
Compensation Range: $45K - $70K
See All 21 Remote Small Business Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Small Business Specialist Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote small business specialist jobs.
- Two or more years of experience in business banking, commercial lending, or small business financial services
- Proven ability to manage and grow a portfolio of small business clients
- Knowledge of SBA loan products, credit underwriting principles, or business insurance offerings
- Bachelor's degree in business, finance, economics, or a related field
- Strong consultative sales skills with demonstrated ability to meet or exceed revenue targets
- Proficiency with CRM platforms and familiarity with applicant tracking or loan origination systems
Tips for Your Remote Small Business Specialist Job Search
Apply early to remote roles that fit
Migrate Mate lists remote small business specialist openings from across the country in one place. Search roles by function and apply directly to the ones that match your background before competition builds up.
Show async client management in your resume
Remote small business specialist employers want proof you can manage relationships without in-person contact. Call out specific tools you've used, such as CRM platforms, video conferencing, and shared document workflows, and describe how you kept clients informed and moving forward remotely.
Prepare for a skills-based remote screening
Many remote hiring teams use written case exercises or recorded video responses before a live interview. Practice explaining a small business financial scenario in writing, clearly and without jargon, so you're ready when the screening format is asynchronous.
Target remote-first employers in financial services
Remote-first lenders, digital banks, and distributed insurance carriers post remote small business specialist roles more consistently than traditional branch-based employers. Focusing your search on companies that built distributed teams from the start means the role, the tools, and the management style are designed for remote work.
Remote Small Business Specialist Jobs: Frequently Asked Questions
How do I get a remote small business specialist job?
Remote small business specialist roles go to candidates who can demonstrate they'll perform without in-office oversight. Employers screen for self-direction, clear written communication, and comfort managing client relationships asynchronously over video and messaging platforms. Concrete experience advising small business owners on loans, accounts, or growth programs carries more weight than credentials alone. A portfolio of client outcomes or documented wins closes the deal.
Which companies hire remote small business specialists?
Employers currently hiring remote small business specialists include Eurofins, NerdWallet, and The Baldwin, per current remote listings on Migrate Mate as of November 2026. Remote-first financial institutions, distributed insurance carriers, and cloud-based small business platforms account for the largest share of these openings.
Can you get a remote small business specialist job with no experience?
Yes, but remote entry roles are harder to land because employers expect you to manage client relationships and troubleshoot independently from day one. Remote-first lenders and digital banking platforms occasionally hire entry-level candidates. What opens the door is a mix of relevant coursework, demonstrated self-management, and any hands-on work, such as freelance advising or volunteer business mentoring, that shows you can operate without supervision.
Do you need a degree for remote small business specialist jobs?
Not always. Many remote employers care more about verifiable results than a specific credential. Demonstrated ability to advise small business clients, familiarity with lending or financial products, and strong written communication skills can outweigh a four-year degree. Industry certifications and a clear history of client-facing wins carry real weight, especially at remote-first companies where your output is easier to measure than your pedigree.
See All 21 Remote Small Business Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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