Account Executive

| Greater NYC Area
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About Us:

SmartAsset is an award-winning financial technology company pursuing the singular mission of empowering people to make smart financial decisions. Recently named one of Y Combinator's Top 100 companies of all time, we have raised more than $50 million in venture capital. Our personal finance tools, calculators and content reach more than 45 million people each month.

We’ve been featured in hundreds of publications including The Wall Street Journal, CNN, Mashable, TechCrunch, The New York Times, The Washington Post, US News & World Report, TIME, Reuters, Businessweek, Barron’s and many more.

About you: The ideal candidate thrives on reaching out to new clients and is able to form strong client relationships. We are looking for passionate, persuasive, accountable and driven candidates to join our growing & disruptive sales team.

Responsibilities: 

  • Identifying and developing potential new clients through outbound calls and networking 
  • Generate new business and growth by prospecting after new relationships 
  • Having a consultative approach with clients by understanding their business needs 
  • Responding to email queries, and converting financial advisor leads into client relationships
  • Becoming an expert in the financial advisor industry to better help advisors and identify new opportunities to help them
  • Owning the full sales cycle, from prospecting to closing
  • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
  • Collaborating with company leadership to vet and research different strategies for finding and converting both inbound and cold leads
  • Maintaining contacts and outreach in Salesforce 

Required Skills and Experience:

  • Proven track record in a performance based role 
  • Experience in an inside sales, high velocity, transactional sales role 
  • Ability to drive deals independently in a fast-paced, dynamic environment 
  • Comfortable speaking to and persuading prospective clients on the phone 
  • Team player who possess excellent interpersonal skills and communication skills 
  • Attention to detail; excellent organization and time-management skills
  • Comfortable in a fast-paced, high-growth startup environment
  • Salesforce or SalesLoft experience preferred but not required 

Perks:

  • Catered lunch three times per week
  • Casual dress code
  • Weekly happy hours
  • Regular team social activities such as a company book club, sports leagues, community service opportunities and more
  • Benefits package including medical, dental and 401(k)
  • Professional education reimbursement program

 

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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • jQueryLibraries
    • ReactLibraries
    • DjangoFrameworks
    • PostgreSQLDatabases

Location

NoHo is a trendy neighborhood where creative meets chic.

An Insider's view of SmartAsset

What are some social events your company does?

We have a happy hour in the office every Friday at 4, which is such a nice way to end each week a little early and hang out with your colleagues. We also get to do awesome team events each quarter if we hit our goals. My team has done things like ax throwing, pasta making classes, fancy dinners, and go-karting!

Amanda

Director of Paid Acquisition

What projects are you most excited about?

SmartAsset's focus on their users opens opportunities for developers, product managers and stakeholders to collaborate for the most seamless user experience. The tech team is always implementing the most up to date technologies for the project ranging from telephony, state machines, front and back end frameworks, etc.

Brett

Software Engineer

What makes someone successful on your team?

True to one of our core Smart Values of being data driven, everyone on the team must know their data inside and out. Each individual on the team uses data to not only tell a story of what is happening, but also to gain insights into new possibilities. Some of the biggest opportunities the team pursues are the result of being data driven.

Mihir

Vice President of Business Development

What’s the vibe like in the office?

Our office is super collaborative and collegial. People are hard-working and focused but still know how to enjoy themselves. Everyone is always willing to lend a hand at any time or collaborate on new initiatives.

Luis

Product Manager

What are SmartAsset Perks + Benefits

Culture
Friends Outside of Work
Eat Lunch Together
Open Door Policy
Team-Owned Deliverables
Team-Based Strategic Planning
Group Brainstorming Sessions
Open Office Floor Plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Recreational Clubs
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and Learns
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