About Us:

SmartAsset is a leading online destination for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors and financial products. Reaching more than 100 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 list of fastest-growing private companies in 2021, SmartAsset recently 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, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.


  • Be a thought & solutions leader by providing data-driven recommendations
  • Identify & implement operational improvements that improve efficiency
  • Track campaigns and develop processes to ensure scalability 
  • Help shape our data structure to ensure immediate access to business KPIs
  • Develop strategies/KPIs to ensure best-in-class operational excellence across our teams
  • Establish processes that standardize and enable operational excellence when dealing with many different data sources
  • Work with our data engineering, product, tech, and marketing teams to better harness our data (or capture new data) and apply it to concrete business challenges
  • Manage compensation plan design and implementation

Required Skills and Experience:

  • 5+ years of relevant experience working with sales analytics and/or sales operations with deep experience in Direct Sales/Account Management
  • Comfortable with data: management, manipulation, visualization, and reporting
  • Highly proficient with Microsoft Excel
  • Working knowledge of SQL is required 
  • Organized, detail-oriented, and analytical
  • Team player with strong communication abilities
  • Comfortable in the fast-paced, high growth environment of a startup
  • Enthusiastic about learning and sharing ideas and strategies that can help our sales team succeed


  • Virtual happy hours and team social activities
  • Generous benefits package with cost of some medical and dental plans covered at 100%
  • 401(k) plan with match that immediately vests
  • Professional education reimbursement program
  • Paid Parental Leave


Apply for this Job

* Required