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<h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: A small but high-performing and agile talent acquisition team managing current hiring needs while building the foundation for future growth. Each member plays a critical role in delivering a seamless process for both candidates and hiring managers. <h3>About the Job:</h3> We are looking for a GTM Talent Partner who is excited to identify, engage, and help hire the best revenue talent in fintech. You will work directly with hiring managers and the Senior Talent Partner to scale our GTM org. This is a high-impact role with a clear path to growth, influence, and ownership as we continue to build a high-performing, distributed team. Responsibilities: <ul> <li>Source and attract top sales talent, with a focus on AEs and BDRs in high-growth SaaS environments.</li> <li>Partner directly with the Senior GTM Talent Partner and sales leaders to understand role requirements and define sourcing strategy.</li> <li>Use tools like LinkedIn Recruiter, Gem, and job boards to build and manage diverse candidate pipelines.</li> <li>Research talent hotspots (companies, markets, and communities) to identify top performers and centers of excellence.</li> <li>Craft compelling outreach messaging and deliver a high-touch candidate experience.</li> <li>Maintain up-to-date records in our ATS (Greenhouse) and support scheduling, follow-ups, and reporting.</li> <li>Be a culture ambassador by ensuring alignment with SmartAsset’s values and hiring standards.</li> </ul> Skills/Experience you have: <ul> <li>3+ years of experience in high-volume talent acquisition, with a focus on sales or GTM roles</li> <li>Experience sourcing passive candidates using LinkedIn Recruiter</li> <li>Strong organizational and multitasking abilities</li> <li>Proactive communicator and thoughtful problem-solver</li> <li>Familiarity with ATS platforms (Greenhouse preferred) and sourcing tools (e.g., LinkedIn Recruiter, Gem)</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer</li> <li>Must be able to communicate via video conferencing</li> </ul> <h3>Available Benefits and Perks:</h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available</li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care</li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $77,000 to $122,000 + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

SmartAsset

GTM Talent Partner

<h1>Senior Account Manager</h1> at SmartAsset Remote, Contiguous United States <h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: We are looking for a dynamic, strategic, and highly organized Senior Account Manager to join our team. In this role, you will take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. You will play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance. This is an exciting opportunity to make a significant impact in a fast-paced, high-growth startup environment. <h3>About the Job:</h3> Client Relationship Management <ul> <li>Serve as a trusted partner and primary contact for Financial Advisors.</li> <li>Strategically engage and retain clients by understanding their needs.</li> <li>Counsel Advisors on best practices to optimize SmartAsset campaigns.</li> <li>Lead high-priority client escalation calls, including negotiations.</li> </ul> Revenue Growth &amp; Upselling <ul> <li>Maximize revenue by selling additional products and services.</li> <li>Manage and drive revenue in a growing book of business.</li> <li>Utilize Tableau and other sales tools to uncover new business opportunities.</li> </ul> Team Leadership &amp; Mentorship <ul> <li>Mentor junior AMs and lead team meetings and trainings.</li> <li>Represent the AM business in strategic meetings and provide feedback to the leadership team.</li> </ul> Cross-Functional Collaboration <ul> <li>Liaise with Account Executive and Advisor Support teams.</li> <li>Work with sales operations, marketing, and product teams to share advisor insights.</li> <li>Drive adoption of new tools and features across the team.</li> </ul> Operational Excellence <ul> <li>Maintain accurate Salesforce records for Advisor accounts.</li> <li>Assist with Outreach Automation Tool (OAT) setup and maintenance.</li> <li>Investigate billing discrepancies and intermediate finance conversations.</li> <li>Oversee pre-activation processes, including compliance approvals and onboarding.</li> <li>Action feedback from the Concierge team to improve engagement.</li> </ul> Skills/Experience you have: <ul> <li>3+ years of experience in account management or business development, with a proven ability to manage a high volume of clients.</li> <li>Excellent communication skills and a strong phone presence to effectively engage with clients.</li> <li>Skilled in building and maintaining lasting client relationships through multiple communication channels (email, phone, virtual meetings).</li> <li>Proven consultative sales expertise, adept at identifying client needs and delivering tailored solutions.</li> <li>Thrives in a fast-paced, high-growth startup environment, with experience in team leadership or management.</li> <li>Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively.</li> </ul> Skills/Experience preferred: <ul> <li>Interest in the financial advisory industry with a strong willingness to learn. While prior experience is not required, the ability to communicate effectively and confidently with financial advisors is essential.</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Base Salary $70,000-$80,000 and $95,000-$110,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Account Manager

<h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020. About the team: The Account Executive sales team at SmartAsset is a group of 40+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally. <h3>About the Job:</h3> <ul> <li>Comfortability working in a high volume activity/sales environment and being on monthly quotas</li> <li>Identifying and developing potential new clients through prospecting and cold outreach</li> <li>Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform</li> <li>Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach. </li> <li>Owning the full sales cycle, from prospecting to closing</li> <li>Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform </li> <li>Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement</li> <li>Staying organized, maintaining contacts and outreach in Salesforce</li> </ul> <h3>Skills / Experience You Have: </h3> <ul> <li>3-5 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment</li> <li>Experience in an inside sales, cold calling, transactional sales role</li> <li>Ability to drive deals independently in a fast-paced, dynamic environment</li> <li>Comfortable speaking to and persuading prospective clients on the phone and making 80+ calls per day</li> </ul> <h3>Skills / Experience Preferred:</h3> <ul> <li>Attention to detail; excellent organization and time-management skills</li> <li>Comfortable in a fast-paced, high-growth startup environment</li> <li>Salesforce experience preferred but not required</li> <li>Team player who possess excellent interpersonal skills and communication skills</li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $75,000 base salary and up to $130,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Account Executive

About SmartAsset SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 51 million people each month (as of January 2025) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team The Sales Strategy, Operations, &amp; Enablement (SSOE) team is at the epicenter of a rapidly growing business focused on acquiring new B2B customers in the Financial Services space. We are general athletes who have the strategic agility to flex into different parts of the organization to provide thought leadership and operational scale. We are seeking a talented Sales Strategy &amp; Operations Manager who can help us grow our revenue and customer base. About the Job We're looking for a Sales Strategy &amp; Operations Manager to drive revenue growth, uncover opportunities to improve sales and account management processes, and align cross-functional teams across sales, marketing, product, and data. The ideal candidate is an analytical problem solver, bringing expertise across various domains of sales strategy and operations, and the ability to extract actionable insights from large data sets. Responsibilities: <ul> <li> Enterprise Sales Forecasting &amp; Reporting: Own and maintain the reporting of enterprise sales targets by synthesizing contract data into a single source of truth used across the organization for forecasting and strategic planning.</li> <li> Performance Monitoring &amp; Risk Mitigation: Track enterprise account performance, proactively identify risks to meeting targets, and develop mitigation strategies to stay on course.</li> <li> Enterprise Pricing Strategy: Collaborate with Sales, Marketing, and Data teams to develop and refine data-driven pricing proposals that maximize revenue for enterprise products.</li> <li> Product Operationalization: Partner with Product, Sales, and Data teams to build scalable processes and documentation that support the launch and growth of new enterprise offerings.</li> <li> Revenue &amp; Account Insights: Analyze data to inform strategies around revenue generation, customer retention, and account expansion opportunities.</li> <li> Executive Communication: Deliver clear and effective analyses and recommendations to senior and executive leadership on key initiatives and business performance. </li> </ul> Skills / Experiences You Have <ul> <li>5+ years of corporate experience including 2+ years of experience in an analyst, business intelligence, consulting, product or strategy role.</li> <li>Proficiency in SQL (Snowflake), ability to create effective Tableau dashboards, ability to create clear and engaging presentations.</li> <li>Proven track record of thriving in a fast-paced, agile, and collaborative cross-team environment.</li> <li>Exceptional stakeholder management skills, with a history of building and maintaining strong relationships by involving the right people at the right time. </li> <li>Bachelor’s Degree. </li> </ul> Available Benefits and Perks <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="#">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents - Minimum annual salary of $89,500 to $151,000 + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Sales Strategy & Operations Manager

About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking an experienced Software Engineer to join the QA team. The QA team at SmartAsset aims to improve the stability and quality of our applications by building scalable automated solutions and providing a well-tested environment for developers to freely and quickly make changes. Your role on the team will be to lead the testing efforts of the development team by creating testing solutions and contributing to an existing but new automation suite. This is a unique opportunity to work with a team in the process of making many transformative changes to testing across the organization. You will be working on continuously developing automation in an environment that encourages improvement and innovation. The ideal candidate is a testing leader, collaborative, and is able to adapt quickly to a changing environment. Responsibilities: <ul> <li>Support the testing needs of an Agile Scrum team responsible for critical lead management services.</li> <li>Develop new automated tests for both frontend and backend systems.</li> <li>Collaborate with other QA team members to build a standardized QA suite and align on various testing procedures.</li> <li>Migrate existing Selenium automation tests to Playwright.</li> <li>Work closely with developers and product members to understand the testing needs of the team.</li> <li>Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.</li> </ul> <h4>Skills/Experience you have:</h4> <ul> <li>3+ years of experience working on QA teams with a heavy focus on automation.</li> <li>Strong experience with an automated testing framework such as Selenium, Cypress, or Playwright.</li> <li>Proven experience in developing automated suites with Java and TypeScript (TypeScript required).</li> <li>Knowledge of Git or other source control tools.</li> <li>Familiarity with testing APIs through Postman or other API testing tools.</li> <li>Experience with developing load and stress tests.</li> <li>Experience supporting development teams with testing for both frontend and backend components.</li> <li>Excellent verbal and written communication skills and familiarity working in an Agile environment with a product and development team.</li> <li>Experience in test management tools such as TestRails or Xray (Qase preferred).</li> <li>Ability to build test plans and support the team with both manual and automated testing.</li> <li>Enthusiasm for working in a startup environment and the ability to be cross-functional.</li> <li>Passion for technology and working with a team to continuously improve each other, our tools, and our processes.</li> </ul> <h4>Skills/Experience preferred:</h4> <ul> <li>Experience migrating automation from Selenium to Playwright</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote- flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary range: $98,000-$151,000 per year + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Software Engineer, QA

<h3>Senior Software Engineer, QA</h3> <h3> at SmartAsset</h3> Remote, Contiguous United States About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking an experienced Senior Software Engineer to join the QA team. The QA team at SmartAsset aims to improve the stability and quality of our applications by building scalable automated solutions and providing a well-tested environment for developers to freely and quickly make changes. Your role on the team will be to lead the testing efforts of the development team by creating testing solutions and contributing to an existing but new automation suite. This is a unique opportunity to work with a team in the process of making many transformative changes to testing across the organization. You will be working on continuously developing automation in an environment that encourages improvement and innovation. The ideal candidate is a testing leader, collaborative, and is able to adapt quickly to a changing environment. Responsibilities: <ul> <li>Support the testing needs of an Agile Scrum team responsible for critical lead management services.</li> <li>Develop new automated tests for both frontend and backend systems.</li> <li>Collaborate with other QA team members to build a standardized QA suite and align on various testing procedures.</li> <li>Migrate existing Selenium automation tests to Playwright.</li> <li>Work closely with developers and product members to understand the testing needs of the team.</li> <li>Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.</li> </ul> <h4>Skills/Experience you have:</h4> <ul> <li>3+ years of experience working on QA teams with a heavy focus on automation.</li> <li>Strong experience with an automated testing framework such as Selenium, Cypress, or Playwright.</li> <li>Proven experience in developing automated suites with Java and TypeScript (TypeScript required).</li> <li>Knowledge of Git or other source control tools.</li> <li>Familiarity with testing APIs through Postman or other API testing tools.</li> <li>Experience with developing load and stress tests.</li> <li>Experience supporting development teams with testing for both frontend and backend components.</li> <li>Excellent verbal and written communication skills and familiarity working in an Agile environment with a product and development team.</li> <li>Experience in test management tools such as TestRails or Xray (Qase preferred).</li> <li>Ability to build test plans and support the team with both manual and automated testing.</li> <li>Enthusiasm for working in a startup environment and the ability to be cross-functional.</li> <li>Passion for technology and working with a team to continuously improve each other, our tools, and our processes.</li> </ul> <h4>Skills/Experience preferred:</h4> <ul> <li>Experience migrating automation from Selenium to Playwright</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote- flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary range: $117,000-$176,500 per year + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Senior Software Engineer, QA

Senior Manager, Programmatic &amp; Native Advertising at SmartAsset Remote, Contiguous United States About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: <ul> <li>SmartAsset is looking for a highly analytical and revenue-driven Senior Manager to lead and scale profitable direct-response ad campaigns across Programmatic and Native platforms, including but not limited to DV360, Yahoo DSP, The Trade Desk, and Dianomi.</li> <li>This role requires an expert performance marketer with at least 5 years of hands-on experience managing large-scale campaigns in programmatic display and native advertising. You will own ROI-positive outcomes, oversee multi-million-dollar budgets, and work across internal teams in data science and engineering, as well as collaborate with ad platform reps to maximize efficiency, profitability, and lead quality.</li> <li>We are seeking someone obsessed with performance optimization, who thrives in data-driven environments and has a deep understanding of consumer psychology to craft winning strategies that drive revenue growth.</li> </ul> Responsibilities: <ul> <li>Own programmatic and native campaigns—from strategy and execution to continuous optimization and profitability management.</li> <li>Manage and scale media buys across Yahoo DSP, The Trade Desk, Dianomi, and other platforms, ensuring efficient spend allocation and ROI-driven decision-making.</li> <li>Drive experimentation across bidding strategies, audience segmentation, creative variations, and landing page optimizations to unlock new revenue opportunities.</li> <li>Leverage large data sets to conduct deep-dive performance analyses and extract actionable insights to improve CVR, CPA, ROI, and lead quality.</li> <li>Establish and refine forecasting models to predict spend, performance, and revenue impact.</li> <li>Work cross-functionally with data science, engineering, and marketing teams to ensure proper tracking, attribution, and reporting.</li> <li>Optimize deal structures, including PMP and Programmatic Guaranteed buys, to secure premium placements and inventory.</li> <li>Stay ahead of industry trends and emerging ad tech solutions to drive innovation in programmatic and native advertising.</li> <li>Own high-impact campaigns with significant revenue-driving potential.</li> <li>Collaborate with a talented team of marketers, engineers, and data scientists.</li> <li>Professional development support and growth opportunities.</li> </ul> Skills/Experience you have: <ul> <li>5+ years of hands-on buying experience in programmatic and native advertising (Yahoo DSP, The Trade Desk, Google’s DV360, Dianomi, Outbrain, or similar).</li> <li>Proven track record of managing multi-million-dollar budgets and delivering ROI-positive results.</li> <li>Deep expertise in performance marketing metrics (CPA, CVR, ROAS, LTV) and how to optimize against them.</li> <li>Strong analytical skills with proficiency in Excel, SQL, Tableau, Looker, or similar analytics tools.</li> <li>Technical fluency in ad tech, tracking mechanisms, and bidding strategies.</li> <li>Passion for consumer psychology and the ability to craft compelling campaigns that drive engagement.</li> <li>Ability to thrive in fast-paced, data-driven environments, managing multiple priorities and stakeholders.</li> <li>Experience managing budgets and hitting financial targets, revising forecasts where necessary, and updating leadership.</li> </ul> Physical Requirements: <ul> <li>Prolonged periods of sitting at a desk and working on a computer </li> <li>Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) </li> </ul> Available Benefits and Perks: <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Supplemental Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: Vacation, Sick and Parental Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Financial Literacy Mentoring Program</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="#">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $113,500 - $185k Base + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Senior Manager, Programmatic & Native Advertising

<h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020. About You: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EST. Responsibilities: <ul> <li>Interact with consumers via phone (inbound and outbound), email, SMS text and live chat.</li> <li>Guide SmartAsset users through the process of matching and meeting with financial advisors</li> <li>Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors</li> <li>Build valuable relationships with our financial advisor partners</li> <li>Leverage customer service skills and scripted talking points to deliver personalized service</li> <li>Document and communicate user challenges</li> <li>Document all customer interactions and outcomes in our internal CRM</li> <li>Meet personal/team qualitative and quantitative targets</li> <li>Drive innovation by providing thoughtful feedback</li> <li>Other projects and duties as assigned</li> </ul> Required Skills and Experience: <ul> <li>1+ years telephone sales or relevant call center experience </li> <li>Experience with multi-channel support (call, email, chat, SMS, social media) preferred</li> <li>Strong communication skills (Including Email) and a great phone presence</li> <li>Strong email writing skills with attention to detail</li> <li>Ability to learn and quickly adapt based on user and business needs</li> <li>Comfortable in a fast-paced, high growth environment</li> <li>Organized, detail-oriented, and excellent time-management skills</li> <li>Must be available to work some holidays or weekends during peak seasons</li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Employee Resource Groups supporting our underrepresented communities</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45k + Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

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