Account Manager

Account Manager

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.

We are looking for a dynamic, strategic, and highly organized Account Manager to join our team. In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. You will play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance. This is an exciting opportunity to make a significant impact in a fast-paced, high-growth startup environment.

Client Relationship Management

• Serve as a trusted partner and primary contact for Financial Advisors.
• Strategically engage and retain clients by understanding their needs.
• Counsel Advisors on best practices to optimize SmartAsset campaigns.
• Lead high-priority client escalation calls, including negotiations.

Revenue Growth & Upselling

Team Leadership & Mentorship

Cross-Functional Collaboration

Operational Excellence

Skills / Experience You Have

Skills / Experience Preferred

Physical Requirements

Available Benefits and Perks

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.