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SmartAsset · 1 day ago

Account Executive

United States

Full-time

Remote

Entry, Mid Level

$75K/yr - $130K/yr

1+ years exp

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart 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.

FinanceFinancial ServicesFinTechMarketplacePersonal FinanceWealth Management

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

Staying organized, maintaining contacts and outreach in Salesforce

Qualification

Full sales cycle experienceInside sales experienceCold callingSalesforceInterpersonal skillsCommunication skillsAttention to detailTime-management skills

Required

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

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

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)