SmartAsset

Account Manager

SmartAsset

Overview

Dynamic Account Manager responsible for managing Financial Advisor accounts and driving revenue growth.

Ideal candidate has 1+ years in account management with strong communication skills and consultative sales expertise.

70k usd / yearremotejuniorEnglishSalesforceTableau

Locations

  • United States

Requirements

  • 1+ years in account management
  • Excellent communication skills
  • Experience in team leadership or management

Responsibilities

  • Manage Financial Advisor accounts
  • Drive revenue growth
  • Lead client escalation calls
  • Maintain Salesforce records
  • Collaborate with cross-functional teams

Benefits

  • Medical, Dental, Vision
  • Life/AD&D Insurance
  • 401K
  • Equity packages
  • Time Off
  • EAP
  • Financial Literacy Mentoring Program
  • Home Office Stipend