Jake Pumphrey

Background

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.