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SmartAsset is a consumer-focused financial information platform reaching 23 million people monthly through educational content, calculators, and tools. The company also operates the SmartAsset Advisor Marketing Platform (AMP), which connects consumers with fiduciary financial advisors. SmartAsset was valued at over $1 billion in 2021 and ranked #2574 on the Inc. 5000 list in 2023.
The Account Executive role is part of a 50+ person inside sales team driving new business growth. You will own the full sales cycle from prospecting through closing, targeting financial advisors as potential clients for the SmartAsset platform.
Key responsibilities include:
- Prospecting and cold outreach to identify new clients
- Making 100+ calls per day in a high-volume environment
- Educating prospects on platform features, benefits, and ROI
- Taking a consultative approach to understand client business needs
- Becoming an expert in the financial advisor industry
- Maintaining organized records in Salesforce
- Collaborating with leadership on revenue-generation strategies
- Operating with integrity and meeting monthly quotas
Required experience: 1-3 years in full sales cycle, sales development, or inside sales roles, preferably in fast-paced startups. You must be comfortable with high-volume cold calling, independent deal-driving, and dynamic environments.
Preferred qualifications include attention to detail, excellent organization, Salesforce experience, and strong interpersonal skills.
Fully remote within the contiguous US. Comprehensive benefits include medical/dental/vision, 401(k) with match, equity packages, generous PTO, pet insurance, home office stipend, and EAP.
