SmartAsset

The Account Executive will identify and develop potential new clients through prospecting and cold outreach while owning the full sales cycle from prospecting to closing. They will educate prospective customers on SmartAsset’s platform and collaborate with company leadership to generate more revenue.

Optimize the lead-to-revenue lifecycle and demand generation motions to drive conversion rate improvements. Define core KPIs, build executive dashboards, and align marketing strategies with sales insights to accelerate pipeline growth.

Perform high-volume outbound calls to connect consumers with vetted financial advisors and schedule consultations. Log all interactions in the CRM and escalate user pain points to improve the overall client experience.

The Account Executive will own the full sales cycle, from prospecting and cold outreach to closing new business. They will educate prospective clients on the SmartAdvisor platform while maintaining high activity levels and meeting monthly sales quotas.