Account Executive

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

Note: This position is posted on a continuous basis. Applications are reviewed and evaluated on an ongoing basis, so candidates are encouraged to apply regardless of how long the role has been listed

About the team: 

The Account Executive sales team at SmartAsset is a group of 50+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally.  

About the Job:

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 Smart Advisor 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

Skills / Experience You Have: 

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

Skills / Experience Preferred:

Attention to detail; excellent organization and time-management skills

Comfortable in a fast-paced, high-growth startup environment

Salesforce experience preferred but not required

Team player who possess excellent interpersonal skills and communication skills

Available Benefits and Perks: 

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)

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents*  $75,000 base salary and up to $130,000 OTE + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.