Senior Enterprise Account Executive at SmartAsset

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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 is a charismatic, creative, and detail-oriented individual who is obsessed with solving their client’s problems. Are you energized by complex, multi-variable negotiations?  Do you have a proven track record of building and maintaining deep client relationships at the Executive level within Financial Service organizations?  Do you have a proven track record of building new partnerships with large RIA’s?  You may be the data-driven storyteller we are looking for.   

Responsibilities:

  • Building new partnerships with large advisory organizations, broker/dealers, and asset management platforms
  • Making outbound calls, responding to email queries, and building new enterprise level  relationships
  • Conducting your own research to identify new potential partnership opportunities, and earning introductions to influential decision makers within large financial service organizations
  • Providing detailed information to prospective customers and educating prospects on the features and benefits of SmartAsset’s SmartAdvisor Growth Platform
  • Understanding how the Cash Solicitation rule impacts our business, and how the Legal & Compliance departments at advisory firms think about our platform under the solicitor rule
  • Stay abreast of relevant trends that could impact our business or create new opportunities
  • Assist in the management and growth of the new partnerships that you work to build by partnering with the Enterprise Account Management team

Required Skills and Experience:

  • 3+ years of Sales or Business Development experience in financial services experience - experience in a B2B sales/consulting role preferred
  • Able to prospect business development opportunities from start to close
  • Excellent writing skills and comfortable creating PowerPoint presentations
  • Self-motivated and disciplined; able to work effectively with limited supervision
  • Strong client focus and a track record of exceeding client expectations
  • Quick learner; always eager to better understand your industry and market
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Organized, detail-oriented, and excellent time-management skills
  • Comfortable in the fast-paced, high growth environment of a startup
  • Obsessed with adding value and removing obstacles throughout the sales process
  • An existing book of business, or client relationships strongly preferred

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
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Technology we use

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

Location

632 Broadway , New York, NY 10012

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

SmartAsset Benefits Overview

SmartAsset offers a wide variety of programs and services and is committed to helping our employees in and out of the office. SmartAsset offers a 401(k) match that immediately vests as well as a wide variety of medical and dental benefits (some plans that are 100% costs are covered) and supplemental insurance through its partnership with TriNet. SmartAsset also offers Education Reimbursement, Employee Candidate Referral Bonus, 12 paid holidays per year as well as paid time off. In the new work environment of 2020, working from home has become the new normal and to make all employees have a comfortable and reliable workspace, SmartAsset offers work from home stipend. Our company culture is important to us and we continue to grow together in an environment that is inclusive, diverse and collaborative. This includes Friday Tastings, SmartStart (a mentorship program that partners with a NYC high school to teach students financial literacy), SmartAlliance (an employee group that celebrates allyship for marginalized groups, the LGBTQ community, and overall is dedicated to racial/social justice and equality), our dedicated Diversity, Equity, and Inclusion team (a diverse representation of employees across the organization that raise awareness, promote, and work to implement diversity and inclusion initiatives in the workplace), SmartValues Champions (a group of employes with representation from all departments that defined and implemented the company’s core values), and Women Who Startup, (an internal women’s networking group dedicated to empowering women and gender minorities to support one another both personally and professionally within the SmartAsset community). SmartAsset continues to give back to the community, even after transitioning to a remote environment. The company finds ways to partake in charitable endeavors throughout the year, by organizing virtual charity events and initiatives related to COVID-19, Breast Cancer Awareness month, and other philanthropic or humanitarian causes. There are also a variety of cultural offerings such as book club, meditation sessions, virtual coffee calls, and SmartGames (offering games, contests, and wellness tips for all employees).

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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