Account Manager


New York City, NY, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 01/05/2021
  • Website:
  • Company Address: 632 Broadway Floor 4, New York, NY, 10012

About SmartAsset

SmartAsset is a finance platform that empowers users with highly personalized information and recommendations around financial decisions.

Job Description

About Us:

SmartAsset is an award-winning financial technology company pursuing the singular mission of empowering people to make smart financial decisions. Recently named one of Y Combinator's Top 100 companies of all time, we have raised more than $50 million in venture capital. Our personal finance tools, calculators and content reach more than 45 million people each month. 

We’ve been featured in hundreds of publications including The Wall Street Journal, CNN, Mashable, TechCrunch, The New York Times, The Washington Post, US News & World Report, TIME, Reuters, Businessweek, Barron’s and many more.


  • Manage a growing book of Financial Advisor accounts
  • Be the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
  • Counsel Advisors on best practices, helping them get the most out of their investor matches
  • Share feedback from Advisors with the sales and product teams to ensure Advisors’ voices are heard
  • Growing the overall spend of Advisor accounts and minimize the number of Advisors leaving the platform
  • Maintaining up to date CRM records for Advisor accounts

Required Skills and Experience:

  • Strong communication skills and a great phone presence
  • Ability to forge strong relationships via phone and email
  • Consultative sales skills to identify unmet customer needs
  • Comfortable in the fast-paced, high growth environment of a startup
  • Past experience in account management preferred
  • Organized, detail-oriented, and excellent time-management skills


  • Catered lunch three times per week
  • Casual dress code
  • Weekly happy hours
  • Regular team social activities such as a company book club, sports leagues, community service opportunities and more
  • Benefits package including medical, dental and 401(k)
  • Professional education reimbursement program

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.