[Remote] Client Experience Specialist at SmartAsset

United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Biotechnology, MediaIndustries

Skills

Key technologies and capabilities for this role

SalesClient Relationship ManagementCommunicationCustomer ServiceOutbound CallingPerformance Metrics

Questions & Answers

Common questions about this position

Is this position remote, and where can I work from?

Yes, this is a fully remote position available anywhere in the Contiguous US.

What are the required skills and experience for this role?

Candidates need 1+ years of high-volume call center experience, comfort with quota attainment and conversion metrics, ability to learn and adapt quickly, plus strong organizational, detail-oriented, and time-management skills.

What benefits are offered for this position?

Benefits include remote work in the Contiguous US, medical/dental/vision insurance, life and disability insurance, FSA, 401K, equity packages, time off, and an Employee Assistance Program.

What is the work schedule for this role?

The schedule is Monday through Friday, 9am to 6pm EDT, with availability required for some holidays or weekends during peak seasons.

What makes a strong candidate for this Client Experience Specialist role?

Strong candidates have 1+ years of high-volume call center experience, thrive in quota-driven environments, adapt quickly, and demonstrate excellent organization and time management.

SmartAsset

Provides financial decision-making tools and resources

About SmartAsset

SmartAsset offers free interactive tools and calculators that help individuals make informed financial decisions on topics like home buying, retirement planning, and personal loans. These resources are designed by personal finance experts to simplify complex financial choices for users who may lack the time or expertise to navigate them. Unlike competitors, SmartAsset generates revenue through partnerships and advertising, connecting users with local financial advisors and earning fees for referrals. The company's goal is to empower users to make better financial choices by providing accessible tools and expert guidance.

New York City, New YorkHeadquarters

2011Year Founded

$156.1MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Remote flexibility

Medical, dental, & vision coverage

Life/AD&D insurance

FSA

401K

Equity packages

PTO

Parental leave

EAP

Pet insurance

Home office stipend

Health & wellness stipend

Monthly food delivery stipend

Risks

Emerging fintech startups offering similar tools could dilute SmartAsset's market share.

Rapid evolution of AI-driven platforms may outpace SmartAsset's current technology.

Changes in consumer privacy regulations could impact SmartAsset's data collection practices.

Differentiation

SmartAsset offers a comprehensive suite of free, interactive financial tools and calculators.

The company connects users with financial advisors, earning fees for successful referrals.

SmartAsset's resources are created by personal finance experts, ensuring reliable information.

Upsides

SmartAsset benefits from growing interest in digital financial tools among millennials and Gen Z.

The company is well-positioned in the expanding financial wellness market promoting financial literacy.

Rising demand for personalized financial advice supports SmartAsset's business model.

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