[Remote] Account Manager

Note: The job is a remote job and is open to candidates in USA. SmartAsset is an online destination for consumer-focused financial information and advice, and they are seeking a dynamic and strategic Account Manager to join their team. In this role, you will manage a portfolio of Financial Advisor accounts, drive revenue growth, enhance client satisfaction, and optimize account performance. Responsibilities 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 Maximize revenue by selling additional products and services Manage and drive revenue in a growing book of business Utilize Tableau and other sales tools to uncover new business opportunities Represent the AM business in strategic meetings and provide feedback to the leadership team Liaise with Account Executive and Advisor Support teams Work with sales operations, marketing, and product teams to share advisor insights Drive adoption of new tools and features across the team Maintain accurate Salesforce records for Advisor accounts Assist with Outreach Automation Tool (OAT) setup and maintenance Investigate billing discrepancies and intermediate finance conversations Oversee pre-activation processes, including compliance approvals and onboarding Action feedback from the Concierge team to improve engagement Skills 1+ years of experience in account management with a proven ability to manage a high volume of clients Excellent communication skills and a strong phone presence to effectively engage with clients Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings) Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively 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 Maximize revenue by selling additional products and services Manage and drive revenue in a growing book of business Utilize Tableau and other sales tools to uncover new business opportunities Represent the AM business in strategic meetings and provide feedback to the leadership team Liaise with Account Executive and Advisor Support teams Work with sales operations, marketing, and product teams to share advisor insights Drive adoption of new tools and features across the team Maintain accurate Salesforce records for Advisor accounts Assist with Outreach Automation Tool (OAT) setup and maintenance Investigate billing discrepancies and intermediate finance conversations Oversee pre-activation processes, including compliance approvals and onboarding Action feedback from the Concierge team to improve engagement Interest in the financial advisory industry with a strong willingness to learn. While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential Benefits Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP) Company Overview SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is