[Remote] Account Manager at SmartAsset

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FinTech, TechnologyIndustries

Requirements

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
Interest in the financial advisory industry with a strong willingness to learn; ability to communicate effectively and confidently with financial advisors
Ability to sit for prolonged periods at a desk and work on a computer
Ability to communicate via phone calls and/or video conferences

Responsibilities

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

Skills

Account Management

Client Relationship Management

Revenue Growth

Upselling

Tableau

Sales Tools

Client Negotiations

Campaign Optimization

SmartAsset

Provides financial decision-making tools and resources

About SmartAsset

SmartAsset offers free interactive tools and calculators that help individuals make informed financial decisions on topics like home buying, retirement planning, and personal loans. These resources are designed by personal finance experts to simplify complex financial choices for users who may lack the time or expertise to navigate them. Unlike competitors, SmartAsset generates revenue through partnerships and advertising, connecting users with local financial advisors and earning fees for referrals. The company's goal is to empower users to make better financial choices by providing accessible tools and expert guidance.

New York City, New YorkHeadquarters

2011Year Founded

$156.1MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Remote flexibility

Medical, dental, & vision coverage

Life/AD&D insurance

FSA

401K

Equity packages

PTO

Parental leave

EAP

Pet insurance

Home office stipend

Health & wellness stipend

Monthly food delivery stipend

Risks

Emerging fintech startups offering similar tools could dilute SmartAsset's market share.

Rapid evolution of AI-driven platforms may outpace SmartAsset's current technology.

Changes in consumer privacy regulations could impact SmartAsset's data collection practices.

Differentiation

SmartAsset offers a comprehensive suite of free, interactive financial tools and calculators.

The company connects users with financial advisors, earning fees for successful referrals.

SmartAsset's resources are created by personal finance experts, ensuring reliable information.

Upsides

SmartAsset benefits from growing interest in digital financial tools among millennials and Gen Z.

The company is well-positioned in the expanding financial wellness market promoting financial literacy.

Rising demand for personalized financial advice supports SmartAsset's business model.

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