Manager, Account Management
at SmartAsset Remote, Contiguous United States
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists.
Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
About the team:
We are seeking a highly motivated and strategic Manager of Account Management to lead a team of Account Managers focused on building strong client relationships, driving customer satisfaction, and maximizing account growth and retention. This role requires a blend of people leadership, client strategy, and operational execution to ensure our team consistently delivers high-impact results.
Responsibilities:
- Lead, mentor, and develop a team of Account Managers to meet and exceed performance targets.
- Foster a high-performing, collaborative, and client-first culture.
- Conduct regular coaching sessions, performance reviews, and team meetings.
- Serve as an escalation point for complex or high-priority client issues.
- Drive consistency and scalability in client onboarding, communication, and success planning.
- Analyze account health and engagement data to proactively mitigate churn risk and improve satisfaction.
- Monitor team KPIs (retention, upsells, client satisfaction, book penetration, etc.) and report on performance to leadership.
- Develop and refine processes, tools, and reporting to support account management efficiency.
- Partner with cross-functional teams (Sales, Product, Marketing, Operations) to ensure client needs are met.
Skills/Experience you have:
- 5+ years of experience in account management, customer success, or client services, with 2+ years in a leadership or supervisory role
- Experience with achieving monthly sales and retention goals
- Proven ability to manage and develop high-performing teams
- Strong communication, negotiation, and conflict resolution skills
- Deep client empathy and a consultative approach to relationship building
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Salesforce, Tableau, Excel and Powerpoint
- Attention to detail; excellent organization and time-management skills
Skills/Experience preferred:
- Experience in servicing clients in the financial services industry
- Familiarity with revenue forecasting, renewal cycles, and customer lifecycle management
Available Benefits and Perks:
- All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.
- Medical, Dental, Vision - multiple packages available based on your individualized needs
- Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
- Supplemental Short-term and Long-term Disability
- FSA: Medical and Dependant Care
- 401K
- Equity packages for each role
- Time Off: Vacation, Sick and Parental Leave
- EAP (Employee Assistance Program)
- Financial Literacy Mentoring Program
- Pet Insurance
- Home Office Stipend
SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $110,000 base salary, $30k commission + RSUs + benefits.Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
