Account Executive *May 2024 Start*

About SmartAsset:

SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.

We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. 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.

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.  

About the Job:

• 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

• Owning the full sales cycle, from prospecting to closing

• Responding to email queries, and converting financial advisor leads into client relationships

• 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 finding and converting both inbound and cold leads

• Operating with a high level of integrity and able work within organizational Rules of Engagement

• Maintaining contacts and outreach in Salesforce

*Please note that is a slated early May 2024 start date*

Skills / Experience You Have: 

• 1-3 years proven track record of success in a performance based sales role

• 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

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 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 

• Short-term and Long-term Disability

• FSA: Medical and Dependant Care 

• 401K - 3% match with immediate vesting

• Equity packages for each role

• Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave

• EAP (Employee Assistance Program)

• Employee Resource Groups supporting our underrepresented communities

• Pet Insurance

• Home Office Stipend

• Health and Wellness Stipend

• Monthly Food Delivery 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 Recruiting@smartasset.com.