at SmartAsset
Remote, Contiguous United States
About SmartAsset:SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
About the team:
We are looking for a dynamic, strategic, and highly organized Account Manager to join our team. In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. You will play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance. This is an exciting opportunity to make a significant impact in a fast-paced, high-growth startup environment.
About the Job:Client Relationship Management
- 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.
Revenue Growth & Upselling
- 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.
Team Leadership & Mentorship
- Represent the AM business in strategic meetings and provide feedback to the leadership team.
Cross-Functional Collaboration
- 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.
Operational Excellence
- 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.
Skills/Experience you have:
- 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.
Skills/Experience 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.
Physical Requirements:
- 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)
- 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)
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Base Salary $70,000 and $95,000 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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