Teams at SmartAsset

Handle high-volume outbound calls to connect consumers with vetted financial advisors, schedule consultations, meet performance metrics, log interactions in CRM, escalate recurring issues, and share process-improvement insights while supporting cross-functional projects.

Owner of strategic partnerships with wirehouses, banks, and RIAs to secure product approval and distribution. Lead due diligence, negotiate MSAs and pricing, drive revenue expansion, enable sales through training and co-branded marketing, ensure compliance, and develop multi-level partner relationships to grow adoption and inbound advisor leads.

Remote inside sales role responsible for full sales cycle: prospecting, cold outreach, educating advisors on SmartAsset's platform, closing deals to meet monthly quotas, and maintaining CRM records. Requires consultative selling, high-volume calling, and collaboration with leadership to grow revenue.