About Us:

SmartAsset is a leading online destination for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors and financial products. Reaching more than 100 million people each month through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.

About you: You are highly proactive, highly organized, self-motivated, and strategic. You thrive in a client facing role where you are easily able to form, maintain, & grow relationships. 

Responsibilities:

• Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
• Strategically identify new ways to engage and retain clients
• Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
• Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
• Manage and drive revenue in a growing book of Financial Advisor accounts
• Share feedback from Advisors with the sales and product teams to ensure that Advisors’ voices are heard
• Maximize Advisor budget, happiness and retention
• Maintain up-to-date Salesforce records for Advisor accounts

Required Skills and Experience:

• 1-2 years experience in an account management or client relationship role 
• Experience handling a large volume of clients  
• Strong communication skills and a great phone presence
• Ability to forge strong relationships via phone and email
• Consultative sales skills to identify unmet customer needs
• Comfortable in a fast-paced, high-growth startup environment
• Past experience in account management preferred
• Attention to detail; excellent organization and time-management skills

Perks:

• Virtual happy hours and team social activities
• Generous benefits package with cost of some medical and dental plans covered at 100%
• 401(k) plan with match that immediately vests
• Professional education reimbursement program
• Paid Parental Leave