SmartAsset

Account Manager

SmartAsset

full-time

Posted on:

Location Type: Remote

Location: Remote • California, Colorado, Connecticut, Maryland, Nevada, New York, Rhode Island, Washington • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $70,000 - $95,000 per year

Job Level

Junior

Tech Stack

Tableau

About the role

  • 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.
  • Maximize revenue by selling additional products and services.
  • Manage and drive revenue in a growing book of business.
  • Utilize Tableau and other sales tools to uncover new business opportunities.
  • Represent the AM business in strategic meetings and provide feedback to the leadership team.
  • Liaise with Account Executive and Advisor Support teams.
  • Work with sales operations, marketing, and product teams to share advisor insights.
  • Drive adoption of new tools and features across the team.
  • Maintain accurate Salesforce records for Advisor accounts.
  • Assist with Outreach Automation Tool (OAT) setup and maintenance.
  • Investigate billing discrepancies and intermediate finance conversations.
  • Oversee pre-activation processes, including compliance approvals and onboarding.
  • Action feedback from the Concierge team to improve engagement.

Requirements

  • 1+ years of experience in account management with a proven ability to manage a high volume of clients.
  • Excellent communication skills and a strong phone presence to effectively engage with clients.
  • Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings).
  • Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions.
  • Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management.
  • Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively.
Benefits
  • 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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account managementconsultative salesclient relationship managementrevenue managementbilling investigationcompliance approvalsonboarding processes
Soft skills
communication skillsclient engagementnegotiationorganizational skillsattention to detailteam leadershipadaptabilityproblem-solving