Sales Manager

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:

The SmartAsset Advisor Marketing Platform sales team is a group of 50+ sales professionals and sales managers located across the country. The team has seen significant hiring over the past year and much of the team is located in central and eastern time zones. We anticipate continued Account Executive hiring as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, our company, and are eager to learn and see growth both personally and professionally.  

We are seeking a Sales Manager to execute acquisition strategies that drive growth for our rapidly expanding sales organization. The ideal candidate is passionate about development, coaching, engagement and scaling a national team of remote Sales professionals.

The Sales Manager will report to our Director of Sales, and will work closely with our VP of Sales. As a key leader on the Sales leadership team, you will:

• Execute SmartAsset’s go-to-market strategy for the SmartAsset Advisor Marketing Platform or “AMP” product while also helping to develop mid- and long-term strategies for product sales
• Recruit top sales talent across the individual contributor levels
• Coach, motivate, and develop a senior level individual contributor team who are experts in acquisition sales
• Ability to set and track AE improvement objectives while using data to analyze team performance and suggest improvements to boost sales effectiveness
• Develop and maintain a strong understanding of market trends and prospect opportunities in the financial advisory industry
• Partner with senior leadership across Sales, Product, Marketing, and Operations to execute SmartAdvisor’s strategy 
• Partner with HRBP on best practices for employee engagement, workforce planning, and performance management.

• 2+ years of leadership experience managing, training, and scaling a high-performance sales team in a high-growth, client acquisition sales environment.
• Proven track record of hitting and exceeding sales goals & quotas
• Experience and success leading and motivating teams in a remote environment
• Demonstrated success in forecasting, setting objectives & goals and analyzing sales performance data to improve sales effectiveness
• Expert communicator with the ability to motivate and develop both leaders and individual contributors 
• Ability to work in a fast-paced, team environment where you love being in a hands-on role
• Skilled in managing and driving KPIs to maximize performance
• Experience partnering with sales training on the creation and execution of new hire on-boarding, as well as continuing training and education
• Effective at delegation and process management

• Background selling within the FinTech industry
• Experience selling into the wealth management space is a plus
• History of collaborating closely with Account Management leadership to help facilitate seamless handoffs and synergies between the two sides of the business 
• Bachelor’s degree preferred

This individual should be located remotely in the MST, CST or EST time zone. 

• All roles at SmartAsset are fully remote, with the flexibility to work from anywhere within the contiguous United States, limited to MST, CST, and EST time zones
• 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 [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* 120k base and up to $170k OTE + 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.