Account Executive

SmartAsset

Account Executive managing sales for SmartAsset’s financial platform. Driving revenue through cold outreach and consultative sales in a remote role.

Posted 7/29/2026full-timeRemote • California, Colorado, Connecticut, Maryland, Nevada, New York, Rhode Island, Washington • 🇺🇸 United StatesJunior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in the full sales cycle, from prospecting to closing, with a strong consultative approach to client engagement. Proficient in utilizing Salesforce for managing contacts and outreach while driving revenue growth in a high-volume sales environment.

Highest-signal resume keywords

Full Sales Cycle ExperienceCold CallingSalesforce ProficiencyConsultative SellingHigh-Volume Sales Environment

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Sales DevelopmentProspectingClosing DealsTransactional SalesClient Education

Soft Skills

PersuasionOrganizationIntegrityCollaborationCommunication

Industry Keywords

Financial Advisor IndustryRevenue GenerationRules of EngagementHigh-Growth Startup

About the role

Key responsibilities & impact

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

What you’ll need

1-3 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 100+ calls per day

Benefits

Comp & perks

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)