Enterprise Account Executive

Position Overview

• Location Type: Remote (Contiguous United States)
• Job Type: Full-time
• Salary: Not specified

About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, reaching over 59 million people each month through its educational content and tools. The company also operates the SmartAsset Advisor Marketing Platform (AMP), connecting consumers with financial advisors. SmartAsset has received recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists, and is ranked among Y Combinator’s Top 100 Companies. They recently secured $110 million in Series D funding, valuing the company at over $1 billion.

About the Team: The Enterprise Sales & Account Management team comprises sales professionals and managers situated across the country, dedicated to expanding the company's client base. They are seeking a motivated individual to join their ranks.

About the Role: SmartAsset is looking for a motivated and entrepreneurial Enterprise Account Executive to join its Enterprise Sales team. This role is centered on identifying and developing new business opportunities with enterprise-level RIAs and wealth management firms. The successful candidate will collaborate closely with the team to build relationships and drive new business, operating in a fast-paced startup environment with a high-impact, high-visibility position.

Responsibilities

• Proactively identify, research, and prospect new RIAs, broker dealers, and advisory platforms that align with SmartAsset’s Advisor Marketing Platform offering.
• Conduct high volume outbound outreach via email, phone, and other mediums to engage prospective clients and secure discovery meetings with executive-level decision makers.
• Support sales process execution by preparing materials, coordinating follow-ups, and documenting client interactions in Salesforce.
• Work cross-functionally with Operations, Legal, and Account Management teams to ensure prospects receive a world-class and compliant sales experience.
• Contribute to team growth by testing new outreach tactics, sharing feedback, and helping to improve internal processes.

Required Skills and Experience

• 3+ years of experience in a sales, business development, or client-facing role.
• Preference for experience in sales or business development within the financial services industry.