No Sales Process Whatsoever -NOT A PLACE TO WORK! - Account Executive SmartAsset Employee Review

1.0
28 Sept 2022
Recommend
CEO approval
Business outlook

Pros

A very socially responsible company. At face value, they have a good story. The health benefits are good.

Cons

*Had IPO on their sights, instead of building a sound process. *No real sales process. *Very young, inexperienced middle management made up of mostly of tenured AE’s. *No real training that prepares you for success. *Commissions are based on closed business staying on the platform for 3 months (monthly churn is 10%+). *Successes from management are based on their past success from previous companies (Yelp).

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SmartAsset Response
3y
Thank you for your constructive feedback regarding your experience. We are focused on equipping employees and managers with ongoing learning and development opportunities, such as our internal Leadership Development Program (LDP) and our partnership with LifeLabs for specific L&D workshops. We are also growing our Sales Training team, who are committed to building and constantly evolving the training curriculum for our AEs. We look forward to the new year and continuing to roll out new standardized processes for the team along with creating a more robust, comprehensive training program. And yes, we agree that SmartAsset as a socially responsible company, as philanthropy and giving back to the community are very important to us. All the best!

Explore other reviews about SmartAsset

5.0
8 June 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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