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<h3><strong>About SmartAsset:</strong></h3> <p>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 69 million people each month (as of January 2024) 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.</p> <p><strong>About the Team:</strong></p> <p>The SmartAsset Advisor Marketing Platform sales team is a group of 50+ sales professionals and sales managers located across the country. The team has seen significant hiring over the past year and much of the team is located in central and eastern time zones. We anticipate continued Account Executive hiring 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, our company, and are eager to learn and see growth both personally and professionally. </p> <h3><strong>About the Job:</strong></h3> <p>We are seeking a Sales Manager to execute acquisition strategies that drive growth for our rapidly expanding sales organization. The ideal candidate is passionate about development, coaching, engagement and scaling a national team of remote Sales professionals.</p> <p>The Sales Manager will report to our Director of Sales, and will work closely with our VP of Sales. As a key leader on the Sales leadership team, you will:</p> <ul> <li>Execute SmartAsset’s go-to-market strategy for the SmartAsset Advisor Marketing Platform or “AMP” product while also helping to develop mid- and long-term strategies for product sales</li> <li>Recruit top sales talent across the individual contributor levels</li> <li>Coach, motivate, and develop a senior level individual contributor team who are experts in acquisition sales</li> <li>Ability to set and track AE improvement objectives while using data to analyze team performance and suggest improvements to boost sales effectiveness</li> <li>Develop and maintain a strong understanding of market trends and prospect opportunities in the financial advisory industry</li> <li>Partner with senior leadership across Sales, Product, Marketing, and Operations to execute SmartAdvisor’s strategy </li> <li>Partner with HRBP on best practices for employee engagement, workforce planning, and performance management.</li> </ul> <h3><strong>Skills / Experience Required:</strong></h3> <ul> <li>2+ years of leadership experience managing, training, and scaling a high-performance sales team in a high-growth, client acquisition sales environment.</li> <li>Proven track record of hitting and exceeding sales goals &amp; quotas</li> <li>Experience and success leading and motivating teams in a remote environment</li> <li>Demonstrated success in forecasting, setting objectives &amp; goals and analyzing sales performance data to improve sales effectiveness</li> <li>Expert communicator with the ability to motivate and develop both leaders and individual contributors </li> <li>Ability to work in a fast-paced, team environment where you love being in a hands-on role</li> <li>Skilled in managing and driving KPIs to maximize performance</li> <li>Experience partnering with sales training on the creation and execution of new hire on-boarding, as well as continuing training and education</li> <li>Effective at delegation and process management</li> </ul> <h3><strong>Skills / Experience Preferred:</strong></h3> <ul> <li>Background selling within the FinTech industry</li> <li>Experience selling into the wealth management space is a plus</li> <li>History of collaborating closely with Account Management leadership to help facilitate seamless handoffs and synergies between the two sides of the business </li> <li>Bachelor’s degree preferred</li> </ul> <h3><strong>Location:</strong></h3> <p>This individual should be located remotely in the MST, CST or EST time zone. </p> <h3><strong>Available Benefits and Perks: </strong></h3> <ul> <li>All roles at SmartAsset are fully remote, with the flexibility to work from anywhere within the contiguous United States, limited to MST, CST, and EST time zones</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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* 120k base and up to $170k OTE + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

SmartAsset

Sales Manager

<h3><strong>About SmartAsset:</strong></h3> <p>SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.</p> <p>We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion <em>to further fuel SmartAsset’s continued growth of its market-defining SmartAdvisor platform. </em>Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. 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.</p> <p>SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.</p> <p><strong>About the team: </strong></p> <p>At Smartasset you will join a team of data scientists, analysts and ML engineers that are at the forefront of AI/ML application for the company. You will have the opportunity to work cross-functionally with leaders from different teams (Marketing, Product, Sales, and Technology), and with our growing Data team.</p> <p><strong>About the job:</strong></p> <p>Are you a Senior Data Analyst looking to guide and help a Unicorn company take Marketing &amp; Sales decisions based on your analysis skills? Do you get excited by being in the front row of providing forecast and strategic decisions? If so, this role may be for you. This role focuses on two key areas of responsibilities:</p> <ul> <li>Predicting Revenue and Margins, based on the current status of the business, and guiding the Sales, Marketing and other teams to make the most optimal decisions.</li> <li>Support Sales team on what-if analyses before onboarding new customers and launching new products.</li> </ul> <p>This role is highly visible, and is crucial for driving data-informed decision-making across the organization. The role will evolve with time, and may need to support other business partners as the needs grow. We are looking for a person with great problem solving skills, ability to ramp up quickly with an eagerness to learn new things. Qualified candidates should be able to unblock by ad-hoc analyses, while thinking about making the system more robust.</p> <p><strong>Responsibilities:</strong></p> <ul> <li>Understand the changes that impact the business revenue and margin</li> <li>Provide actionable results that the business can leverage to set strategic direction and make day-to-day decisions</li> <li>Conceptualize and maintain key performance reports and dashboards through deep data analysis with an emphasis on automation and scalability.</li> <li>Detect trends, identify opportunities, and provide actionable insights to department leaders allowing them to make informed data-driven decisions to drive the core business.</li> <li>Work closely with business partners to identify and analyze practical solutions through existing or new business systems.</li> </ul> <p><strong>Desired Skills and Qualifications:</strong></p> <ul> <li>Bachelor's degree in Business, Marketing, Computer Science, Statistics, or related quantitative field.</li> <li>5-8 years of business focused analysis experience in a Data Analyst or Business Intelligence focused role.</li> <li>Strong SQL,Python, and Excel skills. Experience with statistical analysis.</li> <li>Experience developing and maintaining reports in Tableau or other data visualization tools.</li> <li>Experience with tracking and analytics tools such as Google Analytics, Google Tag Manager, Mixpanel, Optimizely, and Tableau.</li> <li>Comfortable with large data sets and interest in building data models for consumer behavior and business metrics.</li> <li>Strong analytical, problem solving and interpersonal skills.</li> <li>Effective communication skills to present information to technical and non-technical audiences.</li> <li>Highly motivated self-starter with the ability to work efficiently with minimal supervision.</li> <li>Knowledge of and curiosity to stay current on industry analytical trends.</li> </ul> <p><strong>Available Benefits and Perks: </strong></p> <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>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>Pet Insurance</li> <li>Home Office Stipend</li> </ul> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* </em><strong><em>Salary range depends on experience: $130,000-$180,000 per year + RSUs + benefits.</em></strong></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Senior Data Analyst

<h3><strong>About SmartAsset:</strong></h3> <p>SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.</p> <p>We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion <em>to further fuel SmartAsset’s continued growth of its market-defining SmartAdvisor platform. </em>Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. 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.</p> <p>SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s. </p> <h3><strong>About the Team: </strong></h3> <p>You’ll be working on the Core Services team. The Core Services team is dedicated to supporting the systems that SmartAsset depends on to support Advisors, validate and deploy leads, and provide custom integrations for our enterprise clients. As part of the Core Services team, you’ll work closely with teams both upstream and downstream to protect the integrity of Advisor and investor data for all its uses. You’ll get the opportunity to work with many other talented individuals and feel that you’re making an impact in the work that you’re doing.</p> <h3><strong>About the Job: </strong></h3> <p><strong>Responsibilities:</strong></p> <ul> <li>Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology</li> <li>Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users.</li> <li>Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content.</li> <li>Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide.</li> <li>Partner with our architects to design an enterprise Content Management architecture that can grow and serve the needs of our business for years to come</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> <p><strong>Skills / Experience You Have:</strong></p> <ul> <li> <strong>5+ years engineering experience </strong>building full stack web applications. </li> <li> <strong>Languages: </strong>Strong experience building, shipping, scaling and operating Java web applications with experience in ReactJS and NodeJS frameworks and building modular content for the modern web.</li> <li> <strong>Databases: </strong>Proficient with SQL and comfortable working with relational databases.</li> <li> <strong>Source Control: </strong>Strong knowledge of Git or other source control tools.</li> <li> <strong>Cloud Solutions: </strong>Experience designing complex cloud solutions based on AWS and the ability to plan the implementation of these solutions.</li> <li>Demonstrated critical and strategic thinking about business, products, and technical challenges to stakeholders</li> <li>Excellent verbal and written communication skills and familiarity working in an agile environment.</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><strong>Skills / Experience Preferred: </strong></h4> <ul> <li>Experience using or integrating headless WordPress or other Content Management tools.</li> <li>Knowledge or experience with the NextJS framework and GraphQL.</li> <li>Experience working with A/B testing tools such as Optimizely.</li> <li>Familiarity with Terraform or other IaC tools.</li> <li>Experience with ad serving platforms such as DFP</li> </ul>  <h4><strong>Physical Requirements: </strong></h4> <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>  <h4><strong>Available Benefits and Perks: </strong></h4> <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>Short-term and Long-term Disability</li> <li>FSA: Medical and Dependent Care </li> <li>401K - with immediate vesting</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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of </em><em>$110 - 140K </em><em>+ RSUs + benefits </em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. </em></p>

Software Engineer (Java 14+, React)

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <h3><strong>About the Team:</strong></h3> <p>This is an unparalleled opportunity to build data product experiences that <em>serve one of the most fundamental human needs</em> to <em>find financial security and freedom</em> through products &amp; services that inspire trust at scale, and provide accurate interactive answers to important personal finance questions—and that's where you come in.</p>  <h3><strong>About the Job: </strong></h3> <p>We are looking for an exceptional Product Manager to join our team and help build the next generation of financial products. This role will help support the growth of the SmartAdvisor, the largest Financial Advisor marketplace in the U.S. </p>  <h3><strong>Responsibilities: </strong></h3> <ul> <li>Lead the development of a product strategy and roadmap aligned with company goals and informed by market research and user feedback.</li> <li>Work closely with the data science, application engineering, and concierge teams to define product requirements, prioritize features, and ensure timely delivery of high-quality solutions that meet user needs</li> <li>Serve as the primary point of contact for internal stakeholders, including executives, product teams, and cross-functional teams, providing regular updates on project status, soliciting feedback, and addressing concerns.</li> <li>Define KPIs and implement mechanisms for tracking and analyzing product performance, using data-driven insights to identify areas for improvement and drive continuous optimization.</li> </ul> <h3><strong>Skills / Experience You Have: </strong></h3> <ul> <li>Minimum 5 years of experience in product management, preferably within the financial services or technology sector.</li> <li>Proven track record of successfully leading, delivering, and scaling product development initiatives.</li> <li>Strong understanding of data platforms and LLM's and their potential applications in optimizing financial advisor workflows.</li> <li>Experience working with predictive modeling platforms and A/B testing methodologies.</li> <li>Excellent analytical skills with proficiency in SQL for data analysis and manipulation.</li> <li>Exceptional communication and stakeholder management skills with the ability to influence cross-functional teams and navigate competing priorities.</li> <li>Experience in managing delivery with cross-functional teams: Proven ability to collaborate effectively with data science, application engineering, and customer service teams to deliver complex projects on time and within budget.</li> <li>Strong understanding of user experience principles: Experience conducting user research, gathering feedback, and translating insights into actionable product improvements that enhance the overall user experience.</li> <li>Analytical skills and data-driven decision-making: Proficiency in analyzing data metrics, defining key performance indicators (KPIs), and using quantitative insights to inform product strategy and drive business outcomes.</li> <li>Excellent communication and stakeholder management skills: Ability to effectively communicate product vision, priorities, and progress to internal and external stakeholders, build consensus, and navigate competing priorities in a fast-paced environment.</li> </ul> <h3><strong>Skills / Experience Preferred: </strong></h3> <ul> <li>Experience working with Salesforce platforms and development teams</li> <li>Proven track record defining and delivering data products (e.g algorithms, XaaS)</li> <li>Proficiency in SQL (Structured Query Language) for data analysis and manipulation, enabling the ability to query databases, extract insights, and inform product decisions.</li> <li>Experience designing and implementing A/B tests using platforms such as Google Optimize, Optimizely, or similar tools, to optimize product features and user experiences through iterative experimentation.</li> <li>Familiarity with Agile principles and practices, such as Scrum or Kanban, and experience working in Agile development environments, facilitating sprint planning, backlog grooming, and cross-functional collaboration to deliver iterative product enhancements.</li> </ul> <h3><strong>Available Benefits and Perks:</strong></h3> <h4>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US.</h4> <ul> <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>Pet Insurance</li> <li>Home Office Stipend</li> </ul>  <p><em>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>.</em></p>  <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $140k- 180k base salary + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Senior Product Manager (AI focus with LLM)

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <p><strong>About the team: </strong></p> <p>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. </p> <h3><strong>About the Job:</strong></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><strong>Skills / Experience You Have: </strong></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> <p><strong><br><br></strong></p> <h3><strong>Skills / Experience Preferred:</strong></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><strong>Available Benefits and Perks: </strong></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> <p><em>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>.</em></p> <p><em>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.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.</em></p>

Account Executive

<h3><strong>About SmartAsset:</strong></h3> <p>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.</p> <h3><strong>About the Job</strong></h3> <p>As Director of Newsletter Marketing, you will lead the strategy and execution of SmartAsset's newsletters (3) to drive revenue for the business. </p> <p>The right candidate has a deep passion for, and expertise in, marketing with experience in managing effective email programs across the subscriber lifecycle. You apply sound reasoning and problem-solve to independently tackle challenges, from improving inboxing to increasing subscriber retention rate to generating more yield. You can formulate strategies to hit growth targets and adjust them based on iterative testing. You understand how to analyze metrics and respond effectively to the most important insights. You can create projections. You know how to structure a valid test, interpret results, and integrate findings into a test roadmap. And as a leader, you're able to guide a cross-functional team to achieve results. You’re not afraid to move quickly and try new things.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Identify the biggest opportunities to drive revenue growth from SmartAsset's newsletters; develop strategies to exploit them, and execute the strategies.</li> <li>Analyze channel / segment / campaign performance and make data-driven changes for improvement, in some cases, by mobilizing teammates.</li> <li>Manage inbox placement to maximize email campaign effectiveness through incorporating processes and best practices to improve deliverability.</li> <li>Improve SmartAsset's subscriber acquisition channels to expand our newsletter audience.</li> <li>Own the test roadmap from opportunity sizing through execution and analysis.</li> <li>Generate, test, and optimize house ads in the newsletters.</li> <li>Create revenue projections. Report on campaign performance pacing on a weekly, monthly, and quarterly basis.</li> <li>Manage and improve workflows where possible to improve efficiency.</li> </ul> <p><strong>Skills / Experience You Have: </strong></p> <ul> <li>7+ years of experience designing and managing marketing campaigns including content creation, segmentation, deployment and iterative testing.</li> <li>Deep knowledge of email marketing tactics, tools, and industry developments.</li> <li>Strong written communication skills; able to write marketing copy independently.</li> <li>Strong analytical skills; makes decisions based on data.</li> <li>Experience using an automated marketing platform like MailChimp, HubSpot, Klaviyo, Iterable, or Blueshift.</li> <li>Experience using Google Analytics, Mixpanel, and/or other web analytics platforms.</li> <li>Success leading impactful cross-functional initiatives.</li> <li>Self-directed and comfortable managing through ambiguity.</li> </ul> <p><strong>Skills / Experience Preferred:</strong></p> <ul> <li>Experience marketing B2C and B2B is preferred.</li> <li>Prior experience using Pardot is a plus.</li> <li>Able to identify the priority(s) at any given time, as the startup environment is dynamic.</li> </ul> <p><strong>Available Benefits and Perks: </strong></p> <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>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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $94,500 -140k Base + RSUs + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States</em></p>

Director of Growth, Newsletters

<h3><strong>About SmartAsset:</strong></h3> <p>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. </p> <p><strong>About You:</strong></p> <p>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.</p> <p>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.</p> <p><strong>This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EST.</strong></p> <p><strong>Responsibilities:</strong></p> <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> <p><strong>Required Skills and Experience:</strong></p> <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><strong>Available Benefits and Perks: </strong></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> <p><em>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>.</em></p> <p><em>California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45k + Commission + equity + benefits.</em></p> <p><em>Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States</em></p>

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