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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
      3.0
      Sep 24, 2021

      Everything was really good the first 6 month and then I started interviewing elsewhere

      Account executive
      Recommend
      CEO approval
      Business Outlook

      Pros

      - Really smart and cool group of people to work with - SmartAdvisor Platform is an excellent product for advisors looking to grow their practice - Personal Finance website is excellent and I still use it as a resource

      Cons

      - SmartAdvisor platform sales dept. became very boiler roomy - Unnecessary micromanagement became the norm after management change - You can go from having a great manager one month and then be switched over to a terrible manager the next. - Sales department was making many disruptive changes as the sales team was delivery record sales. This made forward months very challenging. - Sales ops head is a smart and approachable guy but his team was fair to midland at best.

      avatar
      SmartAsset Response
      4y
      Hi this is Dave Frisone, CRO at SmartAsset. I want to thank you for offering your candid feedback. We value and appreciate all insight (both pros and cons), from both current and former employees, to better understand your experience and how we can use it deliver a world class experience for everyone. I'm glad to read about your “pros” of working at SmartAsset, and I’m sorry to hear about the misalignment in regards to your experience here; we'll research ways to implement any necessary changes to our process. Thanks again for your input and feel free to reach out with any additional questions or concerns. Have a great day!
      1.0
      Jul 22, 2021

      Not What it Used to Be

      Account executive
      Recommend
      CEO approval
      Business Outlook

      Pros

      The company is growing very fast and has great potential. I agree with the previous post that the co-workers and lower-level managers are awesome and always willing to help. If you are a self-starter who's willing to grind and make a ton of cold calls, work more than 9-5 or have some "ins" and connections in the financial industry I'd maybe recommend working here - not so sure anymore though.

      Cons

      The job has become increasingly worse over the past year. It's getting pretty frustrating because the expectations are constantly changing and usually pretty unrealistic. The problems are obvious but no one really wants to talk about them. In order to make real money you have to not only hit but exceed quota significantly. That used to be very do-able as long as you weren't afraid to work hard. Now you have to work really hard and get really luck because we just don't have as many people to sell to as we used to. There's great months and god awful months. A lot of more senior reps have either left for other companies or got fired bc they couldn't hit higher quotas and they just hire new salespeople with lower quotas because they are ramping.

      avatar
      SmartAsset Response
      4y
      Hi, this is David Frisone, CRO at SmartAsset. Thanks for taking the time to share your feedback as we are always looking for ways to improve our sales process. We strive to operate our sales organization with open and transparent communication between all management levels. Additionally, we aim to set goals that are appropriately challenging, yet fair, as we grow rapidly. Please feel free to contact me directly to discuss your thoughts and suggestions. I welcome any honest feedback! Thanks again.
      2.0
      Jul 1, 2021

      Over Sell — Under Deliver

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      The smaller teams all get along great, root for each other, and the overall team feel of things are fantastic.

      Cons

      Job was simply not what was promised when I interviewed. 90% cold prospecting, less than 25% of the floor hitting quota and managements reaction is to continue to feed help and better opportunities to the senior reps, and hiring new reps instead of investing in existing teams.

      avatar
      SmartAsset Response
      4y
      Hi, this is David Frisone, Chief Revenue Officer at SmartAsset. Thank you for taking the time to share your feedback, and I'm sorry you felt that your experience was not world class. We strive to empower all members of our sales organization and set them up for success. As we grow the team, we also seek to reinvest in our current employees to continuously improve their skill sets and foster professional growth. Please feel free to contact me directly to discuss your thoughts and suggestions. Thanks again.
      Viewing 19 - 21 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.