Job Description

SmartAsset is seeking a dynamic and organized Account Manager to manage a portfolio of Financial Advisor accounts, drive revenue growth, and enhance client satisfaction. The role involves client relationship management, revenue growth through upselling, team leadership, cross-functional collaboration, and operational excellence.

Responsibilities

• Serve as primary contact for Financial Advisors
• Strategically engage and retain clients
• Counsel Advisors on best practices
• Lead client escalation calls
• Maximize revenue through upselling
• Manage revenue in a growing book of business
• Utilize sales tools to uncover opportunities
• Represent the AM business in strategic meetings
• Liaise with other teams
• Drive adoption of new tools
• Maintain accurate Salesforce records
• Assist with OAT setup and maintenance
• Investigate billing discrepancies
• Oversee pre-activation processes
• Action feedback from the Concierge team

Requirements

• 2+ years of account management or business development experience
• Excellent communication skills and phone presence
• Skilled in building and maintaining client relationships
• Proven consultative sales expertise
• Thrives in a fast-paced environment
• Exceptional attention to detail and organizational skills
• Interest in the financial advisory industry

Benefits

• No benefits