Senior Account Manager

The Senior Account Manager at SmartAsset is responsible for managing a portfolio of Financial Advisor accounts, serving as their primary contact and trusted partner. This role requires engaging clients strategically to retain and satisfy them, leading high-priority client escalation calls, counseling on best practices, and driving revenue growth through upselling additional products and services.

To qualify for the Senior Account Manager position at SmartAsset, candidates should have a minimum of 3 years of experience in account management or business development. Strong communication skills, expertise in building lasting client relationships, and a proven track record of consultative sales are essential. While previous experience in financial advisory is not required, a willingness to learn is highly valued.

In the Senior Account Manager role at SmartAsset, you'll utilize Salesforce to maintain accurate records for Advisor accounts and track performance. Additionally, you may use tools like Tableau for analytics and sales insights while assisting with the setup and maintenance of the Outreach Automation Tool (OAT) to streamline client interactions.

SmartAsset emphasizes professional development for its Senior Account Managers by offering mentorship opportunities, leading team trainings, and fostering a collaborative culture. Managers are encouraged to participate actively in strategic meetings, sharing insights to help shape the direction of the account management team and overall company.

SmartAsset offers a competitive benefits package for Senior Account Managers, including remote work flexibility, medical, dental, and vision insurance, 401K options, equity packages, generous time off, and an Employee Assistance Program. Additionally, employees can benefit from programs like financial literacy mentoring and a home office stipend.

When answering this question, focus on specific examples that demonstrate your experience managing client accounts, responding to client needs, and growing those accounts. Highlight results you've achieved and how they align with the requirements of the Senior Account Manager role at SmartAsset.

Explain your organization and time management strategies. Mention tools or techniques you use to keep tasks visible and aligned with client needs, ensuring prompt responses. Relate your approach to what SmartAsset values in managing high-volume accounts.

Discuss various methods you've found effective in fostering client relationships, such as regular check-ins, personalized communications, and understanding client goals. Emphasize the importance of trust and how building relationships ties back to SmartAsset's mission.

Offer a structured approach, such as identifying the issue, listening actively to the client, and providing a solution. Use a real example if possible, detailing your conflict resolution techniques and how they relate to the client-focused approach at SmartAsset.

Narrate a specific case that highlights your sales skills, detailing how you identified opportunities for upselling and the results you achieved. Relate it back to the responsibilities expected of a Senior Account Manager at SmartAsset.

Demonstrate your knowledge of SmartAsset's offerings, such as the Advisor Marketing Platform and educational content for consumers. Discuss how these services impact Financial Advisors and clients positively, exhibiting your passion for their mission.

Provide insight into your organization methods, whether through digital tools, prioritization techniques, or team collaboration. Mention how your approach aligns with the fast-paced environment at SmartAsset.

Discuss your metrics for evaluating success, such as client satisfaction scores, revenue growth, and engagement levels. Link this back to how SmartAsset tracks performance and client health.

Share examples of past experiences where you collaborated with cross-functional teams such as sales, marketing, or product development. Highlight the importance of this collaboration to drive goals at SmartAsset.

Discuss your continuous learning approach and flexibility in adapting to new trends, regulations, or client needs. Relate this back to SmartAsset's innovative and growth-focused environment.