If you’re the kind of account manager who can protect revenue and grow it, this is your lane. You’ll own a portfolio of financial advisor accounts, drive retention and upsells, and help high-priority clients get more value out of SmartAsset’s platform.
About SmartAsset
SmartAsset is a consumer-focused financial information and advice platform reaching an estimated 59 million people each month through educational content, calculators, and tools. Their mission is helping people make smart financial decisions, and they also run SmartAsset Advisor Marketing Platform (AMP) to connect consumers with fiduciary financial advisors. SmartAsset has been recognized on the Inc. 5000, Deloitte Technology Fast 500, and Y Combinator’s Top 100 Companies lists.
Schedule
Fully remote within the contiguous United States
Standard business hours (exact schedule not specified in the posting)
Phone and video availability expected for client calls and escalations
What You’ll Do
Own a portfolio of Financial Advisor accounts as the primary point of contact and trusted partner
Build retention strategies by understanding client goals and advising on best practices to optimize campaigns
Drive revenue growth through upsells and expanding adoption of products and services
Lead high-priority client escalation calls, including negotiation and resolution planning
Use Tableau and other sales tools to uncover opportunities and improve account performance
Maintain clean, accurate Salesforce records across your book of business
Support operational workflows like onboarding, pre-activation processes, and compliance approvals
Investigate billing discrepancies and support finance-related conversations when needed
Partner cross-functionally with Account Executives, Advisor Support, Sales Ops, Marketing, and Product
Represent the AM function in strategic meetings, share insights, and help drive tool and feature adoption
What You Need
3+ years of account management experience managing a high volume of clients
Strong consultative selling ability with a track record of identifying needs and delivering tailored solutions
Excellent communication skills and confident phone presence across email, calls, and virtual meetings
Highly organized with strong attention to detail and the ability to juggle multiple priorities
Comfort operating in a fast-paced, high-growth environment (leadership or mentorship experience is a plus)
Ability to work at a desk for extended periods and communicate via phone/video as needed
Interest in the financial advisory space and willingness to learn (industry experience not required)
Benefits
Fully remote work within the contiguous U.S.
Multiple medical, dental, and vision plan options through national carriers
401(k) with employer match plus FSA and HSA options
Equity (RSUs) offered, plus benefits
Generous vacation, sick, and parental leave policies
Company-paid Life/AD&D coverage with supplemental options available
Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Compensation (select locations): Base salary $85,000 with $110,000 OTE + RSUs + benefits
Hiring is active. If you’re ready to run a book, lead tough conversations, and grow accounts without babysitting, move on it.
Bring your strategy, your polish, and your backbone. Your clients will feel it and your numbers will prove it.
Happy Hunting,
~Two Chicks…