Jake Pumphrey

Account Executive at SmartAsset

Role
Account Executive at SmartAsset
Location
Austin, TX, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Jake Pumphrey

Results-driven sales professional with a strong background in B2B SaaS and tech sales across FinTech, cybersecurity, and legal services. Currently an Account Executive at SmartAsset, owning the full sales cycle and helping financial advisors scale their practices through SmartAsset’s SaaS-based advisor marketing and automation platform.In this role, I partner with advisors to identify growth opportunities, implement automated investor acquisition solutions, and drive measurable ROI through high-intent investor leads. I bring hands-on experience across the entire sales process, from outbound prospecting and discovery to closing and account growth, with a foundation built in high-performance SDR environments.Known for strategic selling, relationship building, and creative problem-solving, I am passionate about driving revenue, leveraging automation to unlock efficiency, and contributing to teams that value performance, accountability, and continuous growth.

Experience

  1. Account Executive

    SmartAsset

    Jan 2026 — Present

Education

  • University of Arkansas

    Bachelor of Business Administration - BBA, Business Administration and Management, General

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Jake Pumphrey — Account Executive at SmartAsset in Austin, TX, US | Unifers