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      SmartAsset

      Engaged Employer

      SmartAsset reviews

      4.2

      83% would recommend to a friend

      (210 total reviews)
      avatar

      Michael Carvin

      88% approve of CEO

      85% positive business outlook

      Ratings by demographic groups

      SmartAsset has an employee rating of 4.2 out of 5 stars, based on 210 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The SmartAsset employee rating is in line with the average (within 1 standard deviation) for employers within the Management & Consulting industry (3.7 stars).

      Reviews by job title

      210 reviews
      1.0
      Jan 25, 2022

      Dishonest Management

      Account executive
      Recommend
      CEO approval
      Business Outlook

      Pros

      The paychecks clear and I got some swag.

      Cons

      During the interview process management mislead or was outright dishonest about the following: They said it was a mix of inbound and outbound sales. It's exclusively outbound sales for at least the first 6 months or so while you ramp. This would not be a problem if there were qualified ppl to sell to. Because of compliance almost all the major firms cannot work with us. What are we supposed to do? They said top performers exceed quota by cold calling/LinkedIn/cold emails. All the top performers get inbound leads or have "referral networks" from prior industry experience etc. Very rarely if ever are cold deals closed. They said they were investing in new technology. The technology (CRM, call recording, sequencing etc) barely work. It's so bad it would be funny if my paycheck didn't depend on it. Everyone agrees about this, it's a running gag. And because we work remotely it is almost impossible to get help from IT. You send a slack message and hopefully by the end of the day they respond. I've never really received support I felt good about. On that theme they said we had a plan to return to the office. Which is a big reason I took this job. I guess they "changed their mind" we are 100% remote. Which probably wouldn't not be a huge deal if things actually worked. See above. If you prefer remote this is a plus though. When I bring up these concerns I get a response like a politician waffling, avoiding my questions and concerns. Most of the lower and mid-management I've talked to agrees with me but they can't do anything to change it. The company has been around for a decade and has never been profitable. We live off of VC money. Make of that what you will.

      avatar
      SmartAsset Response
      4y
      Hi this is Dave Frisone, CRO at SmartAsset. I’m sorry to hear that you aren’t having a world class experience at SmartAsset. SmartAsset is scaling very quickly and our sales team consistently exceeds quota month after month, but that said, there is always room for improvement, so I appreciate your feedback as we take all reviews very seriously and look to implement change when possible. Like any sales role, this job is certainly demanding, so it’s imperative that you lean on your manager and training team for support and let us know directly the areas (sales skills development, operational/tech support, etc) where we can help you succeed, especially during your ramp up period. Also, as we grow the sales team to keep up with demand, setting proper expectations during the interviewing process is extremely important, so your feedback there is particularly valuable, and I will personally work with the recruiting team to ensure we better align on what to expect when joining the team. Finally, regarding our plan to get back to an office in some capacity, while I agree that salespeople benefit from some in-person interaction, we are constantly evaluating the risk/reward as we all navigate the Covid-19 pandemic and have currently halted all in-person gatherings for the safety of our colleagues. That said, I encourage you to speak with your sales leader and/or take the hybrid office survey to ensure your voice is heard. Thanks again for your review, and please feel free to put some time on my calendar to discuss any ideas in more detail. 2022 will be our best year yet, and I’d like you to be a big part of it!
      2.0
      Jan 18, 2022

      System problems

      Account executive
      Recommend
      CEO approval
      Business Outlook

      Pros

      Decent product to sell to advisors. Good culture even in remote environment

      Cons

      The systems being used for prospecting do not work making it impossible to work a pipeline when you do not get any inbounds. Automations do not work or only work half of the time. Being remote it is borderline impossible to get help or find someone to listen to your issues on the tech side.

      avatar
      SmartAsset Response
      4y
      Hello this is Matt Mason, VP of Sales at SmartAsset. I appreciate your candid feedback and agree with your positive callouts regarding SmartAdvisor and our great company culture. To address your concerns, we’re in the process of improving not only our sales infrastructure but also aggressively hiring people to help manage those systems and implement enhanced processes and training protocols. Regarding a hybrid / in-office work program, we agree that this is an important option for salespeople to interact with each other in-person on some level, and we are constantly evaluating the risk/reward as we all navigate the Covid-19 pandemic. We encourage you to take the hybrid office survey and speak with your sales leader to have your voice heard. Feel free to reach out with any additional concerns; my virtual door is always open.
      5.0
      Jan 13, 2022

      Helping People Make Smarter Financial Decisions

      Director of training
      Recommend
      CEO approval
      Business Outlook

      Pros

      SmartAsset is a company that truly believes that their employees are their most important asset. Any company can make this statement, but it always comes to fruition through actions and SmartAsset over-delivers! The culture is top notch and the leadership team is fully invested in the success of the individual contributors. SmartAsset is the leading edge of the sword in Financial Advisor technology and the #1 lead generation platform. If you are looking for a company with exponential growth potential, a winning culture and the ability to make a huge impact with your contributions...SmartAsset is THE place!

      Cons

      Honestly none. I have been a part of many companies both large and small. SmartAsset is a well run company, with a great foundation, and it is just getting started!

      Viewing 133 - 135 of 210 Reviews
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      ReviewsSmartAsset reviews

      Glassdoor has 218 SmartAsset reviews submitted anonymously by SmartAsset employees. Read employee reviews and ratings on Glassdoor to decide if SmartAsset is right for you.