Account Manager

SmartAsset; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

SmartAsset recherche un Account Manager dynamique pour gérer un portefeuille d'advisors financiers. Vous jouerez un rôle clé dans la croissance des revenus et l'optimisation de la satisfaction des clients. Ce poste vous offre la possibilité de faire une différence significative dans un environnement de startup à forte croissance.

Benefits

Travail à distance

Assurance médicale, dentaire et visuelle

Plan 401K

Stipend pour bureau à domicile

Licences d'assurance pour animaux de compagnie

Qualifications

• 2+ ans d'expérience en gestion de comptes ou développement commercial.
• Capacité à gérer un volume élevé de clients.
• Excellentes compétences de communication et forte présence au téléphone.

Responsibilities

• Gérer un portefeuille d'advisors financiers et maintenir des relations à long terme.
• Maximiser les revenus en vendant des produits et services supplémentaires.
• Collaborer avec les équipes de vente et de produit.

Skills

Communication

Gestion de la relation client

Vente consultative

Tools

Salesforce

Outil d'automatisation des contacts

Tableau

Job description

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.
• 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:

• 2+ years of experience in account management or business development, 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)

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)
• 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 [e-mail].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Base Salary $70,000-80,000 and $95,000-$110,000 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.

Apply for this job

*

indicates a required field

First Name *

Last Name *

Preferred First Name

Email *

Phone *

Location (City) *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile *

How many years of Account Management do you have? *

SmartAsset is only able to employ individuals who live within the United States.Are you able to meet this requirement? * Select...

Do you now or will you in the future require any kind visa transfer, or sponsorship? * Select...

Part of SmartAsset's hiring process consists of a comprehensive background check that may include, but is not limited to, verification of identity, location, education, employment history, criminal history and reference checks. Would you agree to this if offered the position? * Select...

Have you ever held a license with a regulatory agency(e.g. FINRA or SEC)? * Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in SmartAsset’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.