Account Manager - Remote

Overview

The Account Manager at SmartAsset will manage a portfolio of Financial Advisor accounts, focusing on client relationship management, revenue growth, and operational excellence in a remote working environment.

In Short

• Serve as the primary contact for Financial Advisors.
• Engage and retain clients by understanding their needs.
• Maximize revenue through upselling additional products.
• Maintain accurate Salesforce records for accounts.
• Lead high-priority client escalation calls.
• Collaborate with cross-functional teams.
• Drive adoption of new tools and features.
• Assist with Outreach Automation Tool setup.
• Provide feedback to leadership on team performance.
• Foster long-term relationships with clients.

Requirements

• 1+ years of experience in account management or business development.
• Excellent communication skills.
• Skilled in building lasting client relationships.
• Proven consultative sales expertise.
• Ability to thrive in a fast-paced startup environment.
• Exceptional attention to detail and organizational skills.

Benefits

• Flexible remote work environment.
• Medical, Dental, Vision insurance options.
• Life/AD&D Insurance coverage.
• 401K plan available.
• Equity packages for employees.
• Paid time off including vacation and sick leave.
• Home Office Stipend.
• Financial Literacy Mentoring Program.
• Pet Insurance options.
• Employee Assistance Program.