Manager, Account Management

Company: SmartAsset

Location Type: Remote, Contiguous United States

Employment Type: Full-time

About SmartAsset:

SmartAsset is a leading online destination for consumer-focused financial information and advice. Our mission is to empower individuals to make smart financial decisions. We reach an estimated 59 million people each month (as of January 2025) through our educational content, personalized calculators, and tools. Additionally, we operate the SmartAsset Advisor Marketing Platform (AMP), which connects consumers with fiduciary financial advisors.

SmartAsset has been recognized on the Inc. 5000 list (#2574 in 2023) and the Deloitte Technology Fast 500™ (#250 in 2022). We are also listed among Y Combinator's Top 100 Companies. In 2021, we successfully closed a $110 million Series D funding round, valuing the company at over $1 billion.

Note: Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the Team:

We are seeking a highly motivated and strategic Manager of Account Management to lead a team of Account Managers. This role is crucial for building strong client relationships, driving customer satisfaction, and maximizing account growth and retention. The ideal candidate will possess a blend of people leadership, client strategy, and operational execution skills to ensure our team consistently delivers high-impact results.

Responsibilities:

• Lead, mentor, and develop a team of Account Managers to meet and exceed performance targets.
• Foster a high-performing, collaborative, and client-first culture.
• Conduct regular coaching sessions, performance reviews, and team meetings.
• Serve as an escalation point for complex or high-priority client issues.
• Drive consistency and scalability in client onboarding, communication, and success planning.
• Analyze account health and engagement data to proactively mitigate churn risk and improve satisfaction.
• Monitor team KPIs (retention, upsells, client satisfaction, book penetration, etc.) and report on performance to leadership.
• Develop and refine processes, tools, and reporting to support account management efficiency.
• Partner with cross-functional teams (Sales, Product, Marketing, Operations) to ensure client needs are met.

Skills/Experience You Have:

• 5+ years of experience in account management, customer success, or client services.
• 2+ years in a leadership or supervisory role.
• Proven experience in achieving monthly sales and retention goals.
• Demonstrated ability to manage and develop high-performing teams.
• Strong communication, negotiation, and conflict resolution skills.
• Deep client empathy and a consultative approach to relationship building.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Salesforce, Tableau, Excel, and PowerPoint.
• Excellent attention to detail, organization, and time-management skills.

Skills/Experience Preferred:

• Experience in servicing clients in the financial services industry.
• Familiarity with revenue forecasting, renewal cycles, and customer lifecycle management.

Available Benefits and Perks:

• Remote Work: All roles at SmartAsset are remote, offering flexibility to work from anywhere in the Contiguous US.
• Health Insurance: Medical, Dental, and Vision insurance with multiple package options.
• Life Insurance: Basic Life/AD&D coverage at 100% company-paid, with options for supplemental coverage.
• Disability Insurance: Supplemental Short-term and Long-term Disability.
• Flexible Spending Accounts (FSA): For Medical and Dependent Care expenses.
• Retirement Savings: 401K plan.
• Equity: Equity packages are provided for each role.
• Paid Time Off: Vacation, Sick Leave, and Parental Leave.
• Employee Assistance Program (EAP): For support services.
• Financial Literacy Mentoring Program.
• Pet Insurance.
• Home Office Stipend.

Company Culture:

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are dedicated to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, or disability.