Account Manager

Summary

Join SmartAsset as an Account Manager and take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. You will drive revenue growth, enhance client satisfaction, and optimize account performance. This role offers the opportunity to significantly impact a fast-paced, high-growth startup. Responsibilities include client relationship management, revenue growth and upselling, team leadership and mentorship, cross-functional collaboration, and operational excellence. The ideal candidate possesses 1+ years of experience in account management or business development and excellent communication skills. This remote position offers various benefits and perks.

Requirements

• 1+ years of experience in account management or business development, with a proven ability to manage a high volume of clients
• Excellent communication skills and a strong phone presence to effectively engage with clients
• Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings)
• Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions
• Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management
• Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively

Responsibilities

• Serve as a trusted partner and primary contact for Financial Advisors
• Strategically engage and retain clients by understanding their needs
• Counsel Advisors on best practices to optimize SmartAsset campaigns
• Lead high-priority client escalation calls, including negotiations
• Maximize revenue by selling additional products and services
• Manage and drive revenue in a growing book of business
• Utilize Tableau and other sales tools to uncover new business opportunities
• Represent the AM business in strategic meetings and provide feedback to the leadership team
• Liaise with Account Executive and Advisor Support teams
• Work with sales operations, marketing, and product teams to share advisor insights
• Drive adoption of new tools and features across the team
• Maintain accurate Salesforce records for Advisor accounts
• Assist with Outreach Automation Tool (OAT) setup and maintenance
• Investigate billing discrepancies and intermediate finance conversations
• Oversee pre-activation processes, including compliance approvals and onboarding
• Action feedback from the Concierge team to improve engagement

Preferred Qualifications

• Interest in the financial advisory industry with a strong willingness to learn
• While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential

Benefits

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Supplemental Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K
• Equity packages for each role
• Time Off: Vacation, Sick and Parental Leave
• EAP (Employee Assistance Program)
• Financial Literacy Mentoring Program
• Pet Insurance
• Home Office Stipend