Enterprise Account Executive

Summary

Join SmartAsset's Enterprise Sales team as a motivated Enterprise Account Executive to spearhead growth by identifying and developing new business opportunities with enterprise-level RIAs and wealth management firms. This high-impact role involves proactive prospecting, engaging prospective clients, and collaborating with cross-functional teams. You will support sales process execution, contribute to team growth by testing new outreach tactics, and build relationships with key decision-makers. The ideal candidate thrives in a fast-paced startup environment and is eager to learn and grow. This remote position offers flexibility to work from anywhere in the contiguous US. SmartAsset is an equal opportunity employer committed to fostering an inclusive and innovative environment.

Requirements

• 3+ years of experience in a sales, business development, or client-facing role, preferably in fintech, financial services, or B2B SaaS
• Demonstrated success in outbound prospecting and pipeline generation
• A high level of attention to detail
• Strong written and verbal communication skills; comfortable crafting compelling outreach and presenting to external stakeholders
• Highly organized, self motivated, and able to manage multiple priorities in a dynamic, fast moving environment
• Eagerness to learn from and collaborate with senior sales leaders and cross-functional partners
• Experience with Salesforce and sales enablement tools
• Intellectually curious, resilient, and driven to consistently improve

Responsibilities

• Proactively identify, research, and prospect new RIAs, broker dealers, and advisory platforms that align with SmartAsset’s Advisor Marketing Platform offering
• Conduct high volume outbound outreach via email, phone, and other mediums to engage prospective clients and secure discovery meetings with executive level decision makers
• Support sales process execution by preparing materials, coordinating follow ups, and documenting client interactions in Salesforce
• Work cross functionally with Operations, Legal, and Account Management teams to ensure prospects receive a world class and compliant sales experience
• Contribute to team growth by testing new outreach tactics, sharing feedback, and helping to improve internal processes

Preferred Qualifications

Familiarity with the RIA/wealth management space and/or lead generation solutions is a plus

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