Strategy & Operations Manager, SmartAsset
$89.5-151k
+ Equity
Financial information and advice software
Be an early applicant
Financial information and advice software
201-500 employees
Be an early applicant
$89.5-151k
+ Equity
201-500 employees
Company mission
To help people make smart financial decisions.
Role
Who you are
- 5+ years of corporate experience including 2+ years of experience in an analyst, business intelligence, consulting, product or strategy role
- Proficiency in SQL (Snowflake), ability to create effective Tableau dashboards, ability to create clear and engaging presentations
- Proven track record of thriving in a fast-paced, agile, and collaborative cross-team environment
- Exceptional stakeholder management skills, with a history of building and maintaining strong relationships by involving the right people at the right time
- Bachelor’s Degree
What the job involves
- The Sales Strategy, Operations, & 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 & Operations Manager who can help us grow our revenue and customer base
- We're looking for a Sales Strategy & 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
- Enterprise Sales Forecasting & 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
- Performance Monitoring & Risk Mitigation: Track enterprise account performance, proactively identify risks to meeting targets, and develop mitigation strategies to stay on course
- Enterprise Pricing Strategy: Collaborate with Sales, Marketing, and Data teams to develop and refine data-driven pricing proposals that maximize revenue for enterprise products
- 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
- Revenue & Account Insights: Analyze data to inform strategies around revenue generation, customer retention, and account expansion opportunities
- Executive Communication: Deliver clear and effective analyses and recommendations to senior and executive leadership on key initiatives and business performance
Our take
Management of personal finance is typically a practice fraught with pitfalls and risks. Tools, information, and professional advice to help manage money have subsequently become invaluable resources to many Americans.
SmartAsset serves as a resource cache and marketplace connecting consumers with financial advisors. This focus on digital resources is proving savvy, as trends in the advisory profession indicate more consumers are turning online for support and professional help. SmartAsset's approach therefore allows it to reach more than 100 million people each month.
SmartAsset has managed to modernize the process of locating clients for advisors - previously a slow and labour-intensive process - while also materially assisting its large number of low-income customers. This saw SmartAsset’s revenue grow by ten times over four years, and it seems likely to capitalize on a growing number of US citizens looking to manage their financial planning digitally.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2021
$110m
SERIES D
Jun 2018
$28m
SERIES C
Total funding: $160.5m
Company benefits
- All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US
- Medical, Dental, Vision - multiple packages available based on your individualized needs
- Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
- Short-term and Long-term Disability
- FSA: Medical and Dependant 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
Company HQ
Murray Hill, New York, NY
Leadership
Michael Carvin
(Founder & CEO)Michael's expertise is in financial decision-making. In the pre-SmartAsset days, Michael worked in private equity. They spent their time using financial models to help companies understand how to make better decisions.
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