SmartAsset

Account Manager

• Partnership Expansion: Identify, prioritize, and pursue new strategic partnership opportunities within targeted Business Development partners.
• Due Diligence Navigation: Serve as the internal and external lead for the due diligence process, working closely with compliance, legal, and product teams to successfully secure product approval and distribution placement on partner platforms.
• Relationship Mapping: Develop deep, multi-level relationships within partner organizations, targeting key decision-makers across product, sales, and marketing teams.
• Revenue Expansion: Own the ongoing growth and performance of assigned partnerships, consistently identifying opportunities for increased sales volume and product adoption within the channel.
• Sales Enablement: Coordinate product training, presentations, and webinars for prospective and current financial advisor clients within our Business Development universe.
• Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations.
• Pricing Strategy: Coordinate with VP of Sales & Account Management and Sales Operations and Strategy on pricing discussions, negotiations and implementation.
• Compliance Adherence: Ensure all partnership activities, contracts, and marketing materials adhere to strict regulatory and compliance requirements specific to our partners, the financial services industry, and SmartAsset.
• Joint Marketing: Collaborate with the internal Marketing department and partner marketing teams to develop and execute targeted, co-branded marketing campaigns and sales collateral.
• Content Development: Assist in creating high-quality partner-facing content, including pitch decks, training guides, and case studies.
• Driving Inbound Interest: Collaborate with B2B marketing and SmartAsset Sales on strategies to drive inbound advisor prospects from our Business Development partners.

Partner Development Manager

Full-stack Engineer

• This position presents a high-growth opportunity to be part of a dynamic engineering team that owns the technical and architectural domains of our web platform domain.
• You will be part of an AGILE SCRUM team, responsible for running and scaling our web site and other web products.
• You will be collaborating closely with everyone around you including our product team and other stakeholders to complete sprint and triage commitments.
• You will actively participate and support making key technical decisions, documenting technical and improving processes as we revamp and reshape the services we provide.
• Your role will be pivotal in guiding technical designs and ensuring the successful implementation of your team’s roadmap.
• Your relentless drive to learn, coupled with a "no challenge is too big" approach, will shape your team's decisions around technology, tooling, and processes.
• You present excellent communication skills that enhance collaboration in an asynchronous and fully remote environment

Senior Software Engineer

Marketing Operations

• Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels.
• Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
• Own the operational foundation of Demand Generation. Understand what tools to use and when to use them to drive Marketing Qualified Leads (MQL) volume for the Sales team.
• Drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies that accelerate pipeline growth and conversion.
• Partake in operationalizing strategic initiatives in support of the broader Go-to-Market (GTM) team - sometimes, as a project leader, other times, as a key contributor.
• Develop and execute a customer segmentation strategy based on behavioral, firmographic, and intent data to power effective, multi-channel marketing campaigns.

Senior Marketing Operations Manager

Customer Success Manager

• 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.

Partner Development Manager

Senior Software Engineer

Senior Marketing Operations Manager

Client Experience Specialist