SmartAsset

Account Manager

• Serve as a trusted partner and primary contact for Financial Advisors.
• Strategically engage and retain clients by understanding their needs.
• Counsel Advisors on best practices to optimize SmartAsset campaigns.
• Lead high-priority client escalation calls, including negotiations.
• Maximize revenue by selling additional products and services.
• Manage and drive revenue in a growing book of business.
• Utilize Tableau and other sales tools to uncover new business opportunities.
• Represent the AM business in strategic meetings and provide feedback to the leadership team.
• Liaise with Account Executive and Advisor Support teams.
• Work with sales operations, marketing, and product teams to share advisor insights.
• Drive adoption of new tools and features across the team.
• Maintain accurate Salesforce records for Advisor accounts.
• Assist with Outreach Automation Tool (OAT) setup and maintenance.
• Investigate billing discrepancies and intermediate finance conversations.
• Oversee pre-activation processes, including compliance approvals and onboarding.
• Action feedback from the Concierge team to improve engagement.

Account Executive

• Comfortability working in a high volume activity/sales environment and being on monthly quotas
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
• Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach.
• Owning the full sales cycle, from prospecting to closing
• Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the SmartAdvisor platform
• Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement
• Staying organized, maintaining contacts and outreach in Salesforce

QA Engineer

• Support the testing needs of an Agile Scrum team responsible for critical lead management services.
• Develop new automated tests for both frontend and backend systems.
• Collaborate with other QA team members to build a standardized QA suite and align on various testing procedures.
• Migrate existing Selenium automation tests to Playwright.
• Work closely with developers and product members to understand the testing needs of the team.
• Identify opportunities to adopt new technologies or team processes that can improve the quality and efficiency of the software we build and deliver.

Software Engineer, QA

Salesforce Developer

• Design, develop, and maintain scalable solutions on the Salesforce platform using Apex, Lightning Web Components, and Flows
• Collaborate with Salesforce Administrators, Product Managers, and cross-functional stakeholders to gather requirements and implement solutions
• Build and maintain integrations using Salesforce APIs (REST/SOAP) and external systems
• Participate in all phases of the software development lifecycle, including testing, deployment, and support
• Maintain clear documentation of technical designs, configurations, and custom development
• Ensure high-quality code with appropriate test coverage and adherence to Salesforce best practices
• Troubleshoot, debug, and resolve issues in existing applications and deployments

Salesforce Developer, Admin

LLM Engineer

• Design and implement a high-performance, scalable and reliable LLM service using Python, LLM Services (including OpenAI, Antropic’s Claude, and Meta’s LLaMA) and Cloud technologies to power applications and business needs including building services that can serve hundreds of concurrent users in a second.
• Design and develop RAG pipelines Building Search Engines and Recommendation engines on domain speciﬁc corpus.
• Collaborate with business leaders to understand their needs and challenges, and identify potential LLM use cases.
• Monitor LLM performance and make improvements to ensure acceptable response times based on use cases.
• Participate in code reviews and provide guidance to junior developers.
• Mentor LLM and AI Engineers to help deliver the AI use cases across the company. Perform LLM modeling, fine tuning and deployment of advanced AI technology solutions.
• Collaborate with cross functional teams to understand how to build LLM software solutions, including fine-tuning LLM models.
• Utilize strong communication skills (written and verbal) to convey technical concepts and collaborate technical concepts and collaborating with cross-functional teams.
• Collaborate with other developers and data scientists within the organization to share knowledge, ideas, and best practices.
• Design, develop and deploy Large Language Models (LLM) software solutions to facilitate AI needs for all enterprise and business use cases.
• Implement software best practices to ensure seamless development, testing, and deployment of LLM software solutions.
• Collaborate with business leaders to understand their needs and challenges, and identify potential LLM use cases that provide best ROI opportunities.
• Stay up-to-date with the latest advancements in LLM technologies, and continuously explore ways to integrate these advancements into existing solutions.
• Develop and maintain comprehensive documentation, including technical specifications, user guides, and best practices.
• Ensure data privacy and security compliance while working with LLMs.
• Provide support and training to internal teams as needed.

Principal Large Language Model Engineer

Sales

• Execute SmartAsset’s go-to-market strategy for the SmartAsset Advisor Marketing Platform (AMP) and help develop mid- and long-term product sales strategies
• Recruit top sales talent across individual contributor levels
• Coach, motivate, and develop a senior-level individual contributor team focused on acquisition sales
• Set and track Account Executive improvement objectives; use data to analyze team performance and suggest improvements to boost sales effectiveness
• Develop and maintain a strong understanding of market trends and prospect opportunities in the financial advisory industry
• Partner with senior leadership across Sales, Product, Marketing, and Operations to execute SmartAsset’s strategy
• Partner with HRBP on best practices for employee engagement, workforce planning, and performance management
• Report to the Director of Sales and work closely with the VP of Sales as a key leader on the Sales leadership team

Sales Manager

Affiliate Manager

• Develop and maintain web applications using modern technologies
• Collaborate with cross-functional teams to deliver high-quality software
• Participate in code reviews and contribute to technical architecture decisions
• Mentor junior developers and share best practices