Account Manager, SmartAsset
$70-95k
Salary applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents. + OTE + RSUs
More information about location
Financial information and advice software
Be an early applicant
Financial information and advice software
201-500 employees
Be an early applicant
$70-95k
Salary applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents. + OTE + RSUs
More information about location
201-500 employees
Company mission
To help people make smart financial decisions.
Role
Who you are
- 1+ years of experience in account management with a proven ability to manage a high volume of clients
- Excellent communication skills and a strong phone presence to effectively engage with clients
- Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings)
- Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions
- Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management
- Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)
Desirable
- Interest in the financial advisory industry with a strong willingness to learn. While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential
What the job involves
- We are looking for a dynamic, strategic, and highly organized Account Manager to join our team
- In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships
- You will play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance
- This is an exciting opportunity to make a significant impact in a fast-paced, high-growth startup environment
- Serve as a trusted partner and primary contact for Financial Advisors
- Strategically engage and retain clients by understanding their needs
- Counsel Advisors on best practices to optimize SmartAsset campaigns
- Lead high-priority client escalation calls, including negotiations
- Maximize revenue by selling additional products and services
- Manage and drive revenue in a growing book of business
- Utilize Tableau and other sales tools to uncover new business opportunities
- Represent the AM business in strategic meetings and provide feedback to the leadership team
- Liaise with Account Executive and Advisor Support teams
- Work with sales operations, marketing, and product teams to share advisor insights
- Drive adoption of new tools and features across the team
- Maintain accurate Salesforce records for Advisor accounts
- Assist with Outreach Automation Tool (OAT) setup and maintenance
- Investigate billing discrepancies and intermediate finance conversations
- Oversee pre-activation processes, including compliance approvals and onboarding
- Action feedback from the Concierge team to improve engagement
Our take
Management of personal finance is typically a practice fraught with pitfalls and risks. Tools, information, and professional advice to help manage money have subsequently become invaluable resources to many Americans.
SmartAsset serves as a resource cache and marketplace connecting consumers with financial advisors. This focus on digital resources is proving savvy, as trends in the advisory profession indicate more consumers are turning online for support and professional help. SmartAsset's approach therefore allows it to reach more than 100 million people each month.
SmartAsset has managed to modernize the process of locating clients for advisors - previously a slow and labour-intensive process - while also materially assisting its large number of low-income customers. This saw SmartAsset’s revenue grow by ten times over four years, and it seems likely to capitalize on a growing number of US citizens looking to manage their financial planning digitally.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2021
$110m
SERIES D
Jun 2018
$28m
SERIES C
Total funding: $160.5m
Company benefits
- All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US
- 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
- 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
Company HQ
Murray Hill, New York, NY
Leadership
Michael Carvin
(Founder & CEO)Michael's expertise is in financial decision-making. In the pre-SmartAsset days, Michael worked in private equity. They spent their time using financial models to help companies understand how to make better decisions.
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