Associate Account Manager at SmartAsset

| 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: 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 advisor 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, retain clients, and drive revenue growth by up-selling opportunities 
  • Maximize revenue with current clients by identifying client needs and pain points, selling additional products 
  • Counsel Advisors on best practices, helping them get the most out of their investor matches
  • 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
  • Grow the overall spend of Advisor accounts and minimize the number of Advisors leaving the platform
  • Maintain up-to-date Salesforce records for Advisor accounts

Required Skills and Experience:

  • Experience in an account management or business development 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:

  • 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

How do you make yourself accessible to the rest of the team?

We have a real "roll up a chair and chat" kind of culture, whether it is problem solving or just checking in. I sit in a very visible spot in the office with a small stool next to my desk for impromptu chats and catch ups.

Suzanne

SVP Sales

How do you collaborate with other teams in the company?

One of SmartAsset’s core values is that we collaborate and you can really see it in play every day at the office. For every project, we work cross-functionally to determine our path forward. We know that by working together, we can build the best products for our users.

Laura

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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