Remote Otter LogoRemoteOtter

Account Executive - Remote

Posted 7 weeks ago

Overview

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 69 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time.

In Short

  • 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.
  • Staying organized, maintaining contacts and outreach in Salesforce

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

Benefits

  • All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US(MST, CST, or EST).
  • 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

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