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Account Executive

Posted 4 months agoViewed

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💎 Seniority level: Executive, 3-5 years

📍 Location: Contiguous US

💸 Salary: $75,000 - $130,000 per year

🔍 Industry: Financial Services

🏢 Company: SmartAsset👥 251-500💰 Secondary Market over 3 years agoMarketplaceFinancial ServicesPersonal FinanceWealth ManagementFinanceFinTech

🗣️ Languages: English

⏳ Experience: 3-5 years

🪄 Skills: Business DevelopmentSalesforceCommunication SkillsAnalytical SkillsCollaborationTime Management

Requirements:
  • 3-5 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 80+ calls per day
  • 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 possesses excellent interpersonal skills and communication skills
Responsibilities:
  • 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
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