Client Experience Specialist, SmartAsset

$60k

OTE

$45k

BASE

+ Equity. Salary applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents

Junior and Mid level

Remote from US

More information about location

Financial information and advice software

Job no longer available

Financial information and advice software

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Job no longer available

$60k

OTE

$45k

BASE

+ Equity. Salary applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents

Junior and Mid level

Remote from US

More information about location

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Company mission

To help people make smart financial decisions.

Job

Company

Role

Who you are

1+ years of high-volume call center experience required
Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized
Ability to learn and quickly adapt based on user and business needs
Organized, detail-oriented, and excellent time-management skills
Must be available to work some holidays or weekends during peak seasons
Prolonged periods of sitting at a desk and working on a computer
Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

What the job involves

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
Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)
Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals
Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors
Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience
Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience
Accurately log all user interactions, challenges, and outcomes in our internal CRM system
Identify and escalate recurring user pain points to improve the overall experience
Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners
Support additional projects or initiatives as needed in a fast-paced, collaborative environment

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 modernise 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 capitalise on a growing number of US citizens looking to manage their financial planning digitally.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

-12% employee growth in 12 months

Glassdoor (4.1)

Company

Funding (last 2 of 7 rounds)

Jun 2021

$110m

SERIES D

Jun 2018

$28m

SERIES C

Total funding: $160.7m

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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