SmartAsset

Strategy & Operations Manager

United States

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

Requirements

Candidates should possess a Bachelor's degree in Business, Finance, Economics, or a related field, and demonstrate at least 5 years of experience in sales strategy and operations, with a strong preference for experience in the financial services industry. The ideal candidate will have analytical skills, expertise across various domains of sales strategy and operations, and the ability to extract actionable insights from large data sets.

Responsibilities

The Sales Strategy & Operations Manager will be responsible for enterprise sales forecasting and reporting, ensuring accurate and timely data for strategic planning. They will track enterprise account performance, proactively identify risks, and develop mitigation strategies, as well as collaborate on enterprise pricing strategy, product operationalization, and revenue & account insights. Furthermore, the role requires delivering clear analyses and recommendations to executive leadership on key initiatives and business performance.

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.

Key Metrics

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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