Enterprise Account Executive

SmartAsset is seeking an Enterprise Account Executive to join their Enterprise Sales team. This role focuses on sourcing and developing new business opportunities with enterprise-level RIAs and wealth management firms. The Enterprise Account Executive will collaborate with team members to build relationships with key decision-makers and drive new business. This is a high-impact role ideal for someone who thrives in a fast-paced startup environment.

Responsibilities include:

• Identifying and prospecting new RIAs, broker-dealers, and advisory platforms.
• Conducting high-volume outbound outreach to engage prospective clients.
• Supporting sales process execution by preparing materials and coordinating follow-ups.
• Working cross-functionally with Operations, Legal, and Account Management teams.
• Contributing to team growth by testing new outreach tactics.

Requirements include:

• 3+ years of experience in a sales, business development, or client-facing role.
• Demonstrated success in outbound prospecting and pipeline generation.
• Strong written and verbal communication skills.
• Highly organized and self-motivated.
• Familiarity with the RIA/wealth management space and/or lead generation solutions is a plus.
• Experience with Salesforce and sales enablement tools.

SmartAsset offers:

• Remote work flexibility within the Contiguous US.
• Medical, Dental, and Vision insurance.
• Life/AD&D Insurance.
• Supplemental Short-term and Long-term Disability.
• FSA: Medical and Dependent Care.
• 401K.
• Equity packages.
• Vacation, Sick, and Parental Leave.
• EAP (Employee Assistance Program).
• Financial Literacy Mentoring Program.
• Pet Insurance.
• Home Office Stipend.