Account Manager, SmartAsset

$95-110k

OTE

$70-80k

BASE

Salary applies to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents. Plus Restricted Stock Units. Plus RSUs

Tableau

Salesforce

Outreach

Junior and Mid level

Remote from US

Financial information and advice software

Job no longer available

Financial information and advice software

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Job no longer available

$95-110k

OTE

$70-80k

BASE

Salary applies to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents. Plus Restricted Stock Units. Plus RSUs

Tableau

Salesforce

Outreach

Junior and Mid level

Remote from US

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Company mission

To help people make smart financial decisions.

Job

Company

Role

Who you are

2+ years of experience in account management or business development, 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
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

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
Mentor junior AMs and lead team meetings and trainings
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
Prolonged periods of sitting at a desk and working on a computer

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 modernise 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 capitalise on a growing number of US citizens looking to manage their financial planning digitally.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

-12% employee growth in 12 months

Glassdoor (4.1)

Company

Funding (last 2 of 7 rounds)

Jun 2021

$110m

SERIES D

Jun 2018

$28m

SERIES C

Total funding: $160.7m

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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