Note: The job is a remote job and is open to candidates in USA. SmartAsset is an online destination for consumer-focused financial information and advice, helping people make informed financial decisions. The Account Executive will be responsible for identifying and developing new clients, managing the full sales cycle, and collaborating with leadership to generate revenue.
Responsibilities
- 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
- 1-3 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 100+ calls per day
- 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
- 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
Benefits
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Company Overview
SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://smartasset.com/.