Teams at SmartAsset

Drive and optimize the full lead-to-revenue lifecycle, build dashboards and KPIs, manage demand generation operations and martech stack, align marketing and sales to accelerate pipeline, operationalize GTM initiatives, and develop customer segmentation to power multi-channel campaigns using data-driven insights.

Handle high-volume outbound calls to connect consumers with vetted financial advisors, schedule consultations, meet performance metrics, log interactions in CRM, escalate recurring issues, and share process-improvement insights while supporting cross-functional projects.

The Account Executive will work in a high-volume sales environment, identifying potential clients, managing the full sales cycle, and collaborating with leadership while maintaining organization and integrity.