Account Executive

SmartAsset

15h•Remote

About The Position

SmartAsset is seeking an Account Executive to join their sales team. This role involves working in a high-volume activity/sales environment with monthly quotas. The Account Executive will be responsible for identifying and developing new clients through prospecting and cold outreach, providing detailed information about SmartAsset’s platform, and educating prospective customers on its features and benefits. A consultative approach is expected, focusing on understanding client business needs, explaining ROI, and employing strong closing techniques. The role encompasses the full sales cycle, from prospecting to closing, and requires becoming an expert in the financial advisor industry to identify suitable prospects for the Smart Advisor platform. Collaboration with company leadership on revenue-generating strategies and operating with integrity within organizational Rules of Engagement are also key. Maintaining organization and tracking contacts and outreach in Salesforce is essential.

Requirements

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

Nice To Haves

Attention to detail; excellent organization and time-management skills
Comfortable in a fast-paced, high-growth startup environment
Salesforce experience preferred but not required
Team player who possess excellent interpersonal skills and communication skills

Responsibilities

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

Benefits

Fully Remote Work within the contiguous U.S.
Multiple Medical, Dental, and Vision plan options
Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans
401(k) with employer match
Pre-tax savings through FSA and HSA options
Equity packages offered for every role
Generous vacation, sick, and parental leave policies
Pet insurance
Home office stipend
Employee Assistance Program (EAP)