Account Executive

May 4

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SmartAsset

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Financial Modelling • Personal Finance • Money • Financial Advisors • Retirement

201 - 500 employees

Founded 2013

💸 Finance

💳 Fintech

Description

• 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

Requirements

• 3-5 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 80+ calls per day • Attention to detail; excellent organization and time-management skills • Salesforce experience preferred but not required • Team player who possess excellent interpersonal skills and communication skills

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