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SmartAsset · 14 hours ago

Account Manager

United States

Full-time

Remote

Entry, Mid Level

$85K/yr - $110K/yr

1+ years exp

SmartAsset is an online destination for consumer-focused financial information and advice, and they are seeking a dynamic, strategic, and highly organized Account Manager. In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships to drive revenue growth and enhance client satisfaction.

FinanceFinancial ServicesFinTechMarketplacePersonal FinanceWealth Management

Responsibilities

Serve as a trusted partner and primary contact for Financial Advisors

Strategically engage and retain clients by understanding their needs

Counsel Advisors on best practices to optimize SmartAsset campaigns

Lead high-priority client escalation calls, including negotiations

Maximize revenue by selling additional products and services

Manage and drive revenue in a growing book of business

Utilize Tableau and other sales tools to uncover new business opportunities

Represent the AM business in strategic meetings and provide feedback to the leadership team

Liaise with Account Executive and Advisor Support teams

Work with sales operations, marketing, and product teams to share advisor insights

Drive adoption of new tools and features across the team

Maintain accurate Salesforce records for Advisor accounts

Assist with Outreach Automation Tool (OAT) setup and maintenance

Investigate billing discrepancies and intermediate finance conversations

Oversee pre-activation processes, including compliance approvals and onboarding

Action feedback from the Concierge team to improve engagement

Qualification

Account ManagementClient Relationship ManagementConsultative SalesSalesforceTableauCommunication SkillsOrganizational SkillsTeam LeadershipAttention to Detail

Required

1+ years of experience in account management with a proven ability to manage a high volume of clients

Excellent communication skills and a strong phone presence to effectively engage with clients

Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings)

Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions

Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management

Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively

Prolonged periods of sitting at a desk and working on a computer

Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Preferred

Interest in the financial advisory industry with a strong willingness to learn. While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential

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)