About SmartAsset:
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 Strategy Operations 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 Operations Analyst who can help us widen our reach and impact across the business.
About the Job:
Provide day-to-day operational support for the Sales organization to ensure a frictionless sales motion.
Run ad hoc and recurring analyses to help the leadership team make informed decisions.
Manage a ticketing queue, triaging requests and resolving cases in a timely manner to meet SLAs.
Partake in operationalizing strategic initiatives in support of the broader Strategy Operations team.
Serve as a steward of data fidelity and data hygiene across our sales tech stack.
Support GTM functions including account assignments, sales promotions, customer activations, etc.
Skills / Experience You Have:
Comfortable running analyses in spreadsheets - know how and when to use lookups, pivots, sums/counts/ifs.
1-3 years of experience in sales, marketing, or revenue operations.
Familiarity with Salesforce CRM - know how to navigate salesforce and modify basic reports and dashboards.
Ability to and find/access resources in a remote work environment.
Have an innate curiosity to carry out deep dives into the business to find areas for optimization.
Intermediate knowledge of Google Workspace services (Docs, Sheets, Slides, Drive, Mail, Cal, etc)
Skills / Experience Preferred:
Basic knowledge of SQL and Tableau.
Familiarity with SCRUM principles, know how to work tickets in JIRA.
Storytelling via data visualization, knowing how to use specific visuals to best convey business insights.
Working knowledge of finance and business analytics concepts.
Available Benefits and Perks:
- All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
- Medical, Dental, Vision - multiple packages available based on your individualized needs
- Life/ADD Insurance - basic coverage at 100% company paid, additional supplemental available
- Short-term and Long-term Disability
- FSA: Medical and Dependent Care
- 401K
- Equity packages for each role
- Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
- EAP (Employee Assistance Program)
- Employee Resource Groups supporting our underrepresented communities
- Pet Insurance
- Home Office Stipend
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 [email protected].
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $60k to $88k + 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
United States
