Account Manager

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.

About you:

You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships.

Responsibilities:

• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts

Required Skills and Experience:

• Experience in an account management or business development role
• Experience handling a large volume of clients 
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills

• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available 
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care 
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45 - 60K + commission + equity + benefits 

Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.