Account Executive

About SmartAsset

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

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
• Operating with a high level of integrity and able work within organizational Rules of Engagement
• Staying organized, maintaining contacts and outreach in Salesforce

Qualifications

• 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
• 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)

Company Overview

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is