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Account Executive

SmartAsset logo

Location
United States
Base Salary
75k-130k USD
SmartAsset

Job Description

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. 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.

About the team:

The Account Executive sales team at SmartAsset is a group of 40+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally.

About the Job:

  • 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 / Experience You Have:

  • 3-5 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 80+ calls per day

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 Contiguous US.
  • Medical, Dental, Vision - multiple packages available based on your individualized needs
  • Life/ADD Insurance - basic coverage at 100% company paid, additional supplemental available
  • Supplemental Short-term and Long-term Disability
  • FSA: Medical and Dependant Care
  • 401K
  • Equity packages for each role
  • Time Off: Vacation, Sick and Parental Leave
  • EAP (Employee Assistance Program)
  • Financial Literacy Mentoring Program
  • Pet Insurance
  • Home Office 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 [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $75,000 base salary and up to $130,000 OTE + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Advice from our career coach

A successful applicant for the Account Executive role at SmartAsset should have a strong background in sales, particularly in a fast-paced, high-growth startup environment. Here are some key tips to stand out as an applicant:

  • Demonstrate your ability to work in a high-volume, sales-driven environment and meet monthly quotas.
  • Show experience in identifying and developing new clients through prospecting and cold outreach.
  • Highlight your consultative sales approach, emphasizing understanding client needs, explaining ROI, and strong closing skills.
  • Illustrate your ownership of the full sales cycle, from prospecting to closing deals.
  • Emphasize your organizational skills and ability to maintain contacts and outreach in Salesforce.
  • Highlight any experience you have in the financial advisor industry, as this will be an asset in identifying strong advisor prospects.

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