Account Manager, SmartAsset

• 1+ 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
• 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

• 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