SmartAssetSM

Account Executive

SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions.

SmartAsset

Employee count: 51-200

Salary: 75k-130k USD

United States only
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About SmartAsset:

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 the team:

The Account Executive sales team at SmartAsset is a group of 40+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally.

About the Job:

  • Comfortability working in a high volume activity/sales environment and being on monthly quotas
  • Identifying and developing potential new clients through prospecting and cold outreach
  • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
  • Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach.
  • Owning the full sales cycle, from prospecting to closing
  • Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform
  • Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement
  • Staying organized, maintaining contacts and outreach in Salesforce

Skills / Experience You Have:

  • 3-5 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
  • Experience in an inside sales, cold calling, transactional sales role
  • Ability to drive deals independently in a fast-paced, dynamic environment
  • Comfortable speaking to and persuading prospective clients on the phone and making 80+ calls per day

Skills / Experience Preferred:

  • Attention to detail; excellent organization and time-management skills
  • Comfortable in a fast-paced, high-growth startup environment
  • Salesforce experience preferred but not required
  • Team player who possess excellent interpersonal skills and communication skills

Available Benefits and Perks:

  • 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
  • Supplemental Short-term and Long-term Disability
  • FSA: Medical and Dependant Care
  • 401K
  • Equity packages for each role
  • Time Off: Vacation, Sick and Parental Leave
  • EAP (Employee Assistance Program)
  • Financial Literacy Mentoring Program
  • Pet Insurance
  • Home Office 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* $75,000 base salary and up to $130,000 OTE + RSUs + benefits.

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

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About the job

Apply before

Jul 03, 2024

Posted on

May 04, 2024

Job type

Full Time

Experience level

Executive

Salary

Salary: 75k-130k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About SmartAsset

Learn more about SmartAsset and their company culture.

View company profile

SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions. SmartAsset has been recognized as one of Y Combinator's Top 100 companies of all time and one of America's Best Startup Employers in 2020 by Forbes. Additionally, SmartAsset operates SmartAdvisor, which is the leading independent client acquisition platform for financial advisors in America. The company has raised more than $50 million in venture capital. SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.

Employee benefits

Learn about the employee benefits and perks provided at SmartAsset.

View benefits

Retirement benefits

401(k) plan with match that immediately vests

Company events

Virtual happy hours and team social activities

Disability insurance

Disability insurance so you don't have to worry.

Learning and development budget

Professional education reimbursement program to grow your skills.

View SmartAsset's employee benefits
Claim this profileSmartAsset logoSM

SmartAsset

Company size

51-200

Founded in

2012

Chief executive officer

Michael Carvin

Employees live in

View company profileVisit smartasset.com

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