Account Manager

Account Manager

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 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.

We are looking for a dynamic, strategic, and highly organized Account Manager to join our team. In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. You will play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance. This is an exciting opportunity to make a significant impact in a fast-paced, high-growth startup environment.

About the Job :

Client Relationship Management

• 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.

Revenue Growth & Upselling

Team Leadership & Mentorship

Cross-Functional Collaboration

Operational Excellence

Skills / Experience you have :

Skills / Experience preferred :

Physical Requirements :

Available Benefits and Perks :

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