Senior Account Manager - Remote

Overview

The Senior Account Manager at SmartAsset is responsible for managing a portfolio of Financial Advisor accounts, fostering long-term relationships, driving revenue growth, and enhancing client satisfaction in a remote work environment.

In Short

• Manage high-priority Financial Advisor accounts.
• Drive revenue growth and upselling of products.
• Lead client escalation calls and negotiations.
• Mentor junior account managers.
• Collaborate with cross-functional teams.
• Maintain accurate Salesforce records.
• Investigate billing discrepancies.
• Assist with onboarding processes.
• Work in a fast-paced startup environment.
• Communicate effectively with clients via multiple channels.

Requirements

• 3+ years of experience in account management or business development.
• Excellent communication skills.
• Strong relationship-building skills.
• Proven consultative sales expertise.
• Experience in team leadership or management.
• Attention to detail and organizational skills.

Benefits

• Fully remote work flexibility.
• Medical, Dental, Vision insurance options.
• Life/AD&D Insurance coverage.
• 401K plan.
• Equity packages.
• Time Off: Vacation, Sick and Parental Leave.
• Home Office Stipend.
• Financial Literacy Mentoring Program.
• Pet Insurance.