SmartAsset

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.

Client Experience Specialist

Growth Marketing

• You will build and operate the systems that drive advisor acquisition, lifecycle automation, and revenue attribution.
• Using large language models (LLMs), automation, APIs, and data pipelines, you will replace manual marketing work with scalable infrastructure.
• Advisor Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) growth, while holding or improving Cost Per Lead (CPL) and lead quality.
• A step-change in experimentation velocity across creative, landing pages, and lifecycle.
• Closed-loop attribution from marketing source to closed revenue.
• Incremental pipeline unlocked without adding Sales Development Representative (SDR) headcount.
• AI-native content and campaign generation across ads, email, landing pages, and nurture — with an evaluation layer for brand voice, conversion intent, and SEC/FINRA compliance before anything ships.
• Persona segmentation and enrichment pipelines that map inbound leads in real time and personalize outreach, nurture, and sales talking points.
• Paid media automation across Google and LinkedIn Ads — bid rules, creative rotation, suppression, budget logic — driven by APIs, not manual operation.
• Lifecycle and nurture systems with suppression logic across paid, Customer Relationship Management (CRM), and lifecycle channels.
• Multi-touch attribution and a unified marketing–sales performance layer with one trusted view of lead quality, pipeline, and revenue by source and persona.
• Agentic workflows that coordinate enrichment, scoring, outreach, and follow-up across CRM, email, and paid platforms.

Client Experience Specialist

Growth Marketing Engineer