Stay Away from Sales - Account Executive SmartAsset Employee Review

1.0
3 Jan 2022
Recommend
CEO approval
Business outlook

Pros

SmartAdvsior is a very good idea system and has the opportunity to disrupt the Financial Advisor space. Some of the smartest, most interesting people I've ever worked with.

Cons

Where to start? For a "high tech" start up, I've never seen a more disorganized technologically backwards company. Sales enablement is a joke. The CRM when I started was the worst I've ever seen, we changed software and went through huge change, and now it's unbelievably even worse. I started remote and I understand that it is challenging to train new employees remotely, but the training was absolutely bare minimum, and it seemed like little effort was made by management to help in any way. Once you finish training you are pretty much on your own and spend most of your time sieving through an endless amount of old and out-of-date info to find even somewhat qualified leads. I feel I never really received support or direction from management. Inbound leads, support, and favor were given to top producers, my team leader was very nice, but I felt like they were overworked and never had enough time for me. There is a reason 90% of the outbound sales team has been working there under a year. I had Really had high hopes when I started here but unfortunately it was an extremely negative experience.

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SmartAsset Response
4y
Hi this is Dave Frisone, CRO at SmartAsset. I appreciate your positive feedback regarding SmartAdvisor, but I’m truly sorry to hear that you didn’t have a positive experience. As the Sales team and overall company aggressively scale, we evaluate our systems and processes regularly and have recently implemented technology and CRM solutions that align with our existing infrastructure and tech stack. In fact, the Sales team experienced record performance in Q4 2021, with December being the best month on record. We are systematizing data enrichment solutions, operational improvements and results-oriented training to ensure that our AEs - both existing and new hires - continue to build on this success. Thanks again for your time, and I wish you the best of luck and success in your next role.

Explore other reviews about SmartAsset

5.0
8 Jun 2026
Recommend
CEO approval
Business outlook

Pros

remote only, great for those who don't need hand holding

Cons

remote only can hinder your professional career, some might say

5.0
4 Mar 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

After spending years at high-growth startups, the biggest thing I appreciate about SmartAsset is stability. The company still has the pace and energy of a growing tech company, but leadership tends to be thoughtful and measured about decisions rather than chasing every shiny object. Remote work is real here — not the “remote but everyone actually lives in one city” type. People are spread across the country and it works well. There’s a lot of autonomy and trust to manage your own schedule and work style. Compensation is strong if you perform, and the company has been steadily growing the business rather than overextending itself. Some people might look at the benefits and think they’re not as flashy as big tech or some startups like to advertise. But personally I’d take a company that is growing profitably and building something sustainable over one that offers tons of perks but ends up doing layoffs when the market shifts.

Cons

Benefits overall are solid, but I would love to see the 401(k) match grow over time. For a company centered around helping people make smart financial decisions, that’s one area that feels a little light compared to other places I’ve worked.

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SmartAsset Response
3mo
Thank you for sharing such a thoughtful perspective on your experience at SmartAsset. We’re glad to hear that the balance between growth and stability has stood out to you. Building a company that can grow sustainably while still maintaining the energy and opportunity of a tech environment is something we care deeply about. We also appreciate the feedback around benefits and leadership engagement. As the company continues to grow, we’re always evaluating how our programs evolve and how we create more opportunities for leaders across the organization to contribute to strategic conversations.
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