About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 69 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time.
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/AD&D 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.
Top Skills
What We Do
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.
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.
Why Work With Us
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.
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