SmartAsset

Strategy & Operations Manager

United States

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, SoftwareIndustries

Position Overview

  • Location Type: Remote
  • Employment Type: Full-time
  • Salary: Not specified

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 51 million people each month (as of January 2025) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the Team

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.

About the Job

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.

Responsibilities

  • 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.

Skills / Experiences You Have

  • Not specified in the provided text.

Skills

Sales Strategy
Sales Operations
Data Analysis
Forecasting
Reporting
Problem-Solving
Cross-functional Alignment

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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