SmartAsset
An award-winning financial technology company that helps millions of people make smart financial decisions.
Account Executive
Location
California + 7 moreAll locations: California, Colorado, Connecticut, Nevada, New York, Maryland, Rhode Island, Washington
Posted
117 days ago
Salary
$75K / year
Bachelor Degree1 yr expEnglish
Job Description
• Comfortability working in a high volume activity/sales environment and being on monthly quotas
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
• Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach.
• Owning the full sales cycle, from prospecting to closing
• Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the SmartAdvisor platform
• Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement
• Staying organized, maintaining contacts and outreach in Salesforce
Job Requirements
- 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
- Experience in an inside sales, cold calling, transactional sales role
- Ability to drive deals independently in a fast-paced, dynamic environment
- Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per day.
Benefits
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
