Senior Sales Manager, SmartAsset
Financial information and advice software
Job no longer available
Financial information and advice software
201-500 employees
Job no longer available
201-500 employees
Company mission
To help people make smart financial decisions.
Role
Who you are
- 5+ years of leadership experience managing, training, and scaling a high-performance sales team in a high-growth, client acquisition sales environment
- Track record of leadership success in a remote environment
- Demonstrated success forecasting, setting objectives & goals and analyzing sales performance data to improve sales effectiveness
- Expert communicator with the ability to motivate and develop both leaders and individual contributors
- Ability to work in a fast-paced, team environment where you love being in a hands-on role
- Ability to manage and drive KPIs to maximize performance
- Experience partnering with sales training on the creation and execution of new hire on-boarding, as well as continuing education
- Effective at delegation and process management
What the job involves
- Execute SmartAsset’s go-to-market strategy for the flagship Smartadvisor product while also building the mid to longer term blueprint
- Recruit top sales talent across the individual contributor levels
- Coach, motivate, and develop a senior level individual contributor team who are experts in acquisition sales
- Develop and maintain a strong understanding of market trends and prospect opportunities
- Partner with senior leadership across Sales, Product, Marketing, and Operations to execute SmartAdvisor’s strategy
- Partner with HRBP on best practices for employee engagement, workforce planning, and performance management
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
-12% employee growth in 12 months
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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