GitLab is hiring an Account Manager to grow and manage a portfolio of Financial Advisor accounts. In this role, you'll be responsible for driving revenue growth and building lasting client relationships within a dynamic, fast-paced startup environment.
What You'll Do
- Serve as the primary, trusted contact and strategic partner for Financial Advisors.
- Strategically engage and retain clients by deeply understanding their business needs.
- Counsel Advisors on best practices to optimize their SmartAsset campaigns.
- Lead high-priority client escalation calls and negotiations.
- Maximize revenue by selling additional products and services to your accounts.
- Manage and drive revenue growth within a growing book of business.
- Utilize Tableau and other sales tools to uncover new business opportunities.
- Represent the Account Management business in strategic meetings and provide feedback to leadership.
- Liaise with Account Executive and Advisor Support teams.
- Work with sales operations, marketing, and product teams to share advisor insights.
- Drive adoption of new tools and features across the team.
- Maintain accurate Salesforce records for all Advisor accounts.
- Assist with Outreach Automation Tool (OAT) setup and maintenance.
- Investigate billing discrepancies and intermediate finance conversations.
- Oversee pre-activation processes, including compliance approvals and onboarding.
- Action feedback from the Concierge team to improve client engagement.
What We're Looking For
- 1+ years of experience in account management or business development.
- Proven ability to manage a high volume of client relationships effectively.
- Excellent communication skills and a strong professional phone presence.
- Skilled in building and maintaining lasting client relationships through multiple channels (email, phone, virtual meetings).
- Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions.
- Thrives in a fast-paced, high-growth startup environment.
- Experience in team leadership or management.
- Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities.
Nice to Have
- Interest in the financial advisory industry with a strong willingness to learn.
- Ability to communicate effectively and confidently with financial advisors.
Technical Stack
- Tableau
- Salesforce
Team & Environment
You will work closely with Account Executive and Advisor Support teams.
Benefits & Compensation
- 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.
- Compensation: Base Salary $70,000 and $95,000 OTE + equity in the form of RSUs.
Work Mode
This is a remote position open to candidates located anywhere in the Contiguous United States.
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.
