Account Executive
- Role
- Sales
- Experience
- Mid
Open to US only. Set where you work from to check your eligibility.
No BS summary
Account Executive with 1–3 years of full-cycle sales or Sales Development experience, especially inside sales, cold calling, and transactional sales. Must be comfortable with high-volume phone outreach, monthly quotas, full-cycle ownership, and 100+ calls per day. Remote within the contiguous United States only.
Optional skills
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions, reaching an estimated 23 million people each month through our educational content, publishing partners, calculators, and tools.*
To extend that mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with participating fiduciary financial advisors. SmartAsset has been recognized as a 2025 ThinkAdvisor Luminaries winner in the Firm Award – Product or Service Innovation category and was ranked #2574 on the Inc. 5000 list in 2023. SmartAsset has also been featured on Y Combinator’s list of Top Companies, a curated compilation rather than a numerical ranking.** In 2021, SmartAsset completed a $110 million Series D funding round that valued the company at over $1 billion.
*Based on average monthly reach data for 2025 across SmartAsset-owned properties and publishing partners.
**Other than application, licensing, or similar administrative fees, SmartAsset did not provide compensation in connection with the referenced awards or recognitions.
Note: This position is posted on a continuous basis. Applications are reviewed and evaluated on an ongoing basis, so candidates are encouraged to apply regardless of how long the role has been listed
About the team:
The Account Executive sales team at SmartAsset is a group of 50+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally.
About the Job:
- 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
Skills / Experience You Have:
- 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
Skills / Experience Preferred:
- 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
Available Benefits and 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)
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* $75,000 base salary and up to $130,000 OTE + RSUs + benefits.
Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
What you'll do
- Work in a high-volume activity/sales environment and meet monthly quotas.
- Identify and develop potential new clients through prospecting and cold outreach.
- Provide detailed information to prospective customers and educate them on the features and benefits of SmartAsset’s platform.
- Use a consultative approach with clients by understanding their business needs, explaining ROI, and applying a strong closing approach.
- Own the full sales cycle from prospecting to closing.
- Become an expert in the financial advisor industry to identify strong advisor prospects who will be a good fit for the Smart Advisor platform.
- Collaborate with company leadership to vet and research strategies for generating more revenue.
- Operate with a high level of integrity and work within organizational Rules of Engagement.
- Stay organized and maintain contacts and outreach in Salesforce.
What they require
- 1-3 years of full sales cycle experience and/or experience 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.
- Preferred: Attention to detail; excellent organization and time-management skills.
- Preferred: Comfortable in a fast-paced, high-growth startup environment.
- Preferred: Team player who possesses excellent interpersonal skills and communication skills.
Benefits
- Fully remote work within the contiguous U.S.
- Multiple Medical, Dental, and Vision plan options through trusted national carriers.
- Company-paid Life/AD&D coverage.
- 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).
SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. It also operates the SmartAsset Advisor Marketing Platform (AMP), connecting consumers with participating fiduciary financial advisors.