Sam Mischner

Trailblazer
DISC Type : ID

Chief Revenue Officer (CRO) at NerdWallet

Lexington, Kentucky, United States

Overview

Sam Mischner is the Chief Revenue Officer at NerdWallet, leveraging over 20 years of experience in financial services and fintech. He has a proven history of scaling businesses, having previously served as President at ConsumerAffairs and held leadership roles at LendingTree and Cadre. Colleagues describe him as a visionary and a galvanizing leader.

Originally from Lexington, Kentucky, Sam now resides there with his wife and two daughters. He attended the University of Georgia, where he earned a degree in Public Relations. His community involvement includes participation with the Jewish Federation of the Bluegrass, reflecting a strong dedication to family and collaborative success.

Interestingly, he founded his own mortgage company in 2004, which he successfully ran for six years before selling it in 2010.

Personality Overview

Friendly But Fast

Persuasive

Assertive

They like to keep things under control.  They do not mind taking risks and can make hard decisions, if necessary. They respond better to a combination of speed and relationship.

Topics They Care About

Business Scalability
His career highlights a consistent focus on scaling and diversifying businesses, achieving significant user growth and expanding revenue streams at companies like ConsumerAffairs and Cadre.
Mortgage & Fintech
He founded a mortgage brokerage and held senior roles at LendingTree and NerdWallet, demonstrating deep expertise in the intersection of finance, technology, and home lending.
Team Building
Described as a "galvanizer" and a "people-first" leader, he has a track record of restructuring and building successful sales and marketing organizations from the ground up.

Media Appearances

Sam has no verified media appearances

Work History

6-2025
Chief Revenue Officer (CRO) at NerdWallet
8-2020 - 8-2022
Advisor at Morty
7-2020 - 6-2025
President and Chief Commercial Officer (CCO) at ConsumerAffairs
11-2019 - 12-2021
Advisor at Truework
1-2019 - 5-2020
Chief Commercial Officer (CCO) at Cadre

Education

1998 - 2002
Education details unavailable from The University of Georgia
2000 - 2000
Education details unavailable from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 20 Location : Lexington, Kentucky, United States Job Level : Leadership Designation : Chief Revenue Officer (CRO) at NerdWallet
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Give them control of the sales process
  • Help them visualize the impact of their decision
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking them how they truly feel about your product
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Sam

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They can make decisions quickly if they develop trust in you and conviction in the product.
  • Can Sam take some risk or not?

  • They can take risks if necessary.

You And Sam

Personality Compatibility


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