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Matthew Bergman Email & Phone Number

Strategic Sales Lead III at NerdWallet at NerdWallet
Location: New York City Metropolitan Area, United States, United States 12 work roles 2 schools
1 work email found @nerdwallet.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@nerdwallet.com
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Current company
Role
Strategic Sales Lead III at NerdWallet
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Matthew Bergman? Overview

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Quick answer

Matthew Bergman is listed as Strategic Sales Lead III at NerdWallet at NerdWallet, a company with 201 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nerdwallet.com and a matched LinkedIn profile for Matthew Bergman.

Matthew Bergman previously worked as Strategic Sales Lead III - Team Captain at Nerdwallet and Strategic Sales Lead III at Nerdwallet. Matthew Bergman holds Bachelor'S Degree, Resource Economics from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at NerdWallet

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{first_initial}{last}@nerdwallet.com
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AeroLeads found 1 current-domain work email signal for Matthew Bergman. Compare company email patterns before reaching out.

Profile bio

About Matthew Bergman

Matthew Bergman is a Strategic Sales Lead III at NerdWallet at NerdWallet. He possess expertise in leadership, time management, microsoft word, powerpoint, telephone skills and 20 more skills.

Listed skills include Leadership, Time Management, Microsoft Word, Powerpoint, and 21 others.

Current workplace

Matthew Bergman's current company

Company context helps verify the profile and gives searchers a useful next step.

NerdWallet
Nerdwallet
Strategic Sales Lead III at NerdWallet
901 Market Street 6th Fl San Francisco, CA 94103 United States
Website
Employees
201
AeroLeads page
12 roles

Matthew Bergman work experience

A career timeline built from the work history available for this profile.

Strategic Sales Lead Iii - Team Captain

Current

San Francisco, California, US

-In charge of running weekly meetings to help coach and train Reps on current active deals-Responsible for my own quota while assisting in managing a team of 5-6

Aug 2023 - Present

Strategic Sales Lead Iii

San Francisco, California, US

-Expert in Upselling and retaining renewals customers in a variety of different loan products -Consistently crushed targets and still maintaining over a 170% average to goal on a monthly basis -Earned over 3.5 Million dollars In lifetime revenue so far (Second in the company all time)Achievements-3 time Renewals Rep of the Quarter-Presidents club attendee.

Apr 2023 - Sep 2024

Strategic Sales Lead Ii

San Francisco, California, US

Jan 2023 - Mar 2023

Strategic Sales Lead I

San Francisco, California, US

Sep 2022 - Dec 2022

Senior Account Executive Ii

San Francisco, California, US

Jun 2022 - Aug 2022

Senior Account Executive I

San Francisco, California, US

Feb 2022 - May 2022

Account Executive Ii

San Francisco, California, US

Oct 2021 - Jan 2022

Account Executive I

San Francisco, California, US

Apr 2021 - Sep 2021

Marketing Media Coordinator

Nashville, Tennessee, US

  • Manage a full sales cycle and partnerships for MyBaseGuide relocationplatform.
  • Leverage online advertising as an upsell to companies and provide value.
  • Exceed quotas of $12,000+ in sales each month to new customers aroundthe military community.
  • Utilize mass email campaigns and cold calling Through Salesforce to findand communicate with customers on a national scale.
  • Present SAAS features to decision makers in order to close new customeropportunities.
  • Designed a new ordering, purchasing, and marketing process to achieverevenue goals
Oct 2020 - Apr 2021

Sales Representative

Brockton, MA, US

Responsible for managing over 2.4 million dollars in business per year. Hit increasing Quotas in the first 24 months while maintaining an average of 25 new accounts per month.Able to cross sell 14 different product categories including complex furniture projects from start to finish.Manage and maintain over 300 active customers regionally and nationally by.

Jul 2016 - Oct 2020

Junior Account Associate

Saint-Martin, QC, CA

  • Served as primary coverage for all Account Managers handling up to 200 project at a time
  • Used creative and critical thinking to create complex pieces to match client’s needs
  • Facilitated between clients and vendors to establish working relationships, providing direct value add to the business’s bottom line
  • Performed data reconciliations, and updated cost spread sheets on daily basis for enhanced reporting
  • Engaged in weekly meetings to discuss market place strategy, and determine best practice to increase sales
Oct 2015 - Jun 2016

It Intern

Kkr

New York, New York, US

  • Led the development of a mobile version of KKR’s quarterly private funds’ valuation and performance metric reporting package using the Capriza software. This mobile app empowered Finance and Investor Relations.
  • Operated as KKR’s vendor and product manager with the software vendor Capriza, including the management of all communication, functionality requests and training arrangements.
  • Created and tested templates in Microsoft Excel for automated accounting reports
  • Developed and executed test cases for quarterly financial statement reporting packages utilized as part of the quarterly close process.
  • Identified data discrepancies, system performance issues and formatted related issues. Reported all testing feedback to management while managing all defects through completion.
May 2014 - Aug 2014
Team & coworkers

Colleagues at NerdWallet

Other employees you can reach at nerdwallet.com. View company contacts for 201 employees →

2 education records

Matthew Bergman education

Bachelor'S Degree, Resource Economics

Isenberg School Of Management, Umass Amherst

Bachelor Of Science (Bs), Natural Resource Economics

University Of Massachusetts Amherst
FAQ

Frequently asked questions about Matthew Bergman

Quick answers generated from the profile data available on this page.

What company does Matthew Bergman work for?

Matthew Bergman works for NerdWallet.

What is Matthew Bergman's role at NerdWallet?

Matthew Bergman is listed as Strategic Sales Lead III at NerdWallet at NerdWallet.

What is Matthew Bergman's email address?

AeroLeads has found 1 work email signal at @nerdwallet.com for Matthew Bergman at NerdWallet.

Where is Matthew Bergman based?

Matthew Bergman is based in New York City Metropolitan Area, United States, United States while working with NerdWallet.

What companies has Matthew Bergman worked for?

Matthew Bergman has worked for Nerdwallet, Jumpcrew, W.B. Mason Company Inc., Altrum Honors, and Kkr.

Who are Matthew Bergman's colleagues at NerdWallet?

Matthew Bergman's colleagues at NerdWallet include Alison Mccoy, Dayo Seton, Raissa Policarpio, Sarina Raut, and Adam Sprich.

How can I contact Matthew Bergman?

You can use AeroLeads to view verified contact signals for Matthew Bergman at NerdWallet, including work email, phone, and LinkedIn data when available.

What schools did Matthew Bergman attend?

Matthew Bergman holds Bachelor'S Degree, Resource Economics from Isenberg School Of Management, Umass Amherst.

What skills is Matthew Bergman known for?

Matthew Bergman is listed with skills including Leadership, Time Management, Microsoft Word, Powerpoint, Telephone Skills, Event Planning, Microsoft Excel, and Microsoft Office.

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