Manager, Client Experience

at SmartAsset 

Remote, Contiguous United States

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.

The Client Experience Team specializes in empowering consumers by connecting them with a network of thoroughly vetted financial advisors. Our process begins with an online needs assessment, allowing us to understand individual client requirements and make precise introductions to advisors who can help them achieve their financial aspirations. This team is at the forefront of new product initiatives and is dedicated to maximizing the number of effective connections between consumers and financial professionals.

We're seeking a Sales Manager to lead day-to-day sales activities and inspire our sales team. In this role, you'll be instrumental in coaching our sales representatives, leveraging data to inform strategy, and ensuring our team consistently meets and exceeds its targets.

This is not your average sales management role. You’ll be leading a team responsible for making 250+ outbound calls per rep each day. That means your team is operating in a high-output, high-resilience environment where discipline, persistence, and precision matter more than ever. As the Sales Manager, you’ll be the driving force behind their performance—coaching in real time, analyzing call patterns and conversions, and pushing for excellence even when most calls go unanswered. Your leadership will keep the team motivated through rejection, focused on impact over activity, and continuously improving through data and coaching. If you understand what it takes to win in a volume-based call center and thrive on developing talent in a demanding, results-driven environment, this is the role for you.

Responsibilities:

• Coach and Develop Talent: You'll regularly listen to sales calls, providing constructive feedback and identifying key coaching opportunities for individual sales representatives. Your exceptional sales acumen will serve as a model for the team, and you'll be adept at translating your expertise into actionable insights for others.
• Drive Performance Through Data: You'll be a data-driven leader, using sales metrics and analytics to understand performance, identify trends, and make informed decisions to optimize our sales strategies and training initiatives.
• Create and Deliver Impactful Training: You'll design and develop comprehensive sales training materials, delivering engaging and effective presentations that equip our team with the skills and knowledge they need to succeed. This includes onboarding new hires and ongoing professional development.
• Foster a Culture of Excellence: Your strong sense of urgency and unwavering reliability will set the tone for the team, motivating them to achieve ambitious goals. 
• Strategic Planning and Execution: You'll contribute to the development of overall sales strategy, aligning team goals with company objectives. 
• Recruitment and Onboarding: You'll be involved in the recruitment and onboarding process for new sales representatives, participating in interviews and helping to identify top talent.
• Cross-Functional Collaboration: You'll work closely with other departments, such as marketing and product development, to ensure alignment of sales efforts with broader company initiatives. 

Skills/Experience you have: 

• Demonstrated ability to effectively train, coach, and mentor sales teams, with a passion for helping others succeed.
• Strong analytical skills with the ability to use call recordings to identify trends and translate them into actionable strategies.
• Exceptional attention to detail, ensuring accuracy and thoroughness in all sales operations and documentation.
• Ability to adapt to a fast-paced, dynamic sales environment and manage multiple priorities effectively.
• A strategic mindset with the ability to see the big picture and contribute to long-term sales growth.
• A high degree of urgency and reliability, consistently delivering on commitments and driving timely execution.
• Excellent communication, presentation, and interpersonal skills, with the ability to inspire confidence and build rapport.

Skills/Experience preferred:

• 1+ years of experience as an Inside Sales Manager within a fast-paced environment.
• Proficiency with CRMs (Salesforce), Microsoft Office, and LLM tools.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 
• Flexibility to work some weekends and company holidays (our sales team operates 7 days/week)

• 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 [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $89,500-107,000 base salary + $25,000 variable compensation + 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.