SmartAsset

πŸ‘₯ 251-500πŸ’° Secondary Market over 3 years agoMarketplaceFinancial ServicesPersonal FinanceWealth ManagementFinanceFinTechπŸ’Ό Private Company
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SmartAsset is a technology-driven company focused on providing innovative solutions, likely in areas related to financial services or data management, leveraging advanced technologies such as Java and React.

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πŸ“ California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, New York City

🧭 Full-Time

πŸ’Έ 110000 - 140000 USD per year

πŸ” Financial technology

  • 3+ years engineering experience in creating, maintaining, and scaling highly available systems and services.
  • Proven track record in building, shipping, scaling, and operating Java (or similar) applications, with expertise in ReactJS.
  • Proficient in SQL and comfortable working with relational databases.
  • Solid knowledge of Git or similar source control tools.
  • Experience in designing and implementing complex cloud solutions, preferably AWS.
  • Skilled at identifying risks, creating mitigations, and influencing solutions effectively.
  • Be part of an AGILE SCRUM team responsible for running and scaling our critical lead management services.
  • Collaborate closely with the product team and other stakeholders to complete sprint and triage objectives.
  • Actively participate and support in making key technical decisions, documenting technical improvements, and enhancing processes.
  • Identify tech debt, document it, and advocate for its resolution.

AWSSQLAgileGitJavaSCRUMCommunication SkillsCollaborationCI/CDMentoringCoachingRisk Management

Posted about 2 months ago
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πŸ“ Contiguous United States

🧭 Full-Time

πŸ’Έ 140000 - 180000 USD per year

πŸ” Financial services

  • Minimum 5 years of experience in product management, preferably within the financial services or technology sector.
  • Proven track record of successfully leading and scaling product development initiatives.
  • Strong understanding of data platforms and LLMs and their applications in optimizing financial advisor workflows.
  • Experience with predictive modeling platforms and A/B testing methodologies.
  • Excellent analytical skills with proficiency in SQL for data analysis.
  • Exceptional communication and stakeholder management skills.
  • Experience managing delivery with cross-functional teams.
  • Strong understanding of user experience principles and experience conducting user research.
  • Lead the development of a product strategy and roadmap aligned with company goals and informed by market research and user feedback.
  • Work closely with the data science, application engineering, and concierge teams to define product requirements and ensure timely delivery of solutions.
  • Serve as the primary point of contact for internal stakeholders, providing updates on project status and addressing concerns.
  • Define KPIs and implement mechanisms for tracking product performance, using insights for continuous optimization.

SQLData AnalysisProduct ManagementSalesforceProduct DevelopmentStrategyAlgorithmsData scienceAnalytical SkillsCollaborationCustomer serviceStakeholder managementA/B testing

Posted 3 months ago
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πŸ“ Contiguous United States

🧭 Full-Time

πŸ’Έ 94500 - 140000 USD per year

πŸ” Financial information and advice

  • 7+ years of experience designing and managing marketing campaigns including content creation, segmentation, deployment, and testing.
  • Deep knowledge of email marketing tactics, tools, and industry developments.
  • Strong written communication skills for independent marketing copy creation.
  • Strong analytical skills for data-driven decision-making.
  • Experience with automated marketing platforms like MailChimp, HubSpot, Klaviyo, Iterable, or Blueshift.
  • Experience using Google Analytics, Mixpanel, or other web analytics platforms.
  • Success in leading cross-functional initiatives.
  • Self-directed and comfortable working in ambiguous environments.
  • Identify revenue growth opportunities from newsletters and develop strategies to exploit them.
  • Analyze channel, segment, and campaign performance to implement data-driven improvements.
  • Manage inbox placement to optimize email campaign effectiveness.
  • Enhance subscriber acquisition channels to expand the newsletter audience.
  • Own the test roadmap, overseeing opportunity sizing, execution, and analysis.
  • Generate, test, and optimize house ads in newsletters.
  • Create revenue projections and report on campaign performance regularly.
  • Manage and enhance workflows for improved efficiency.

Google AnalyticsStrategyContent creationCommunication SkillsAnalytical SkillsWritten communication

Posted 3 months ago
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πŸ”₯ Account Executive
Posted 4 months ago

πŸ“ Contiguous US

🧭 Full-Time

πŸ’Έ $75,000 - $130,000 per year

πŸ” Financial Services

  • 3-5 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
  • Experience in an inside sales, cold calling, transactional sales role
  • Ability to drive deals independently in a fast-paced, dynamic environment
  • Comfortable speaking to and persuading prospective clients on the phone and making 80+ calls per day
  • Attention to detail; excellent organization and time-management skills
  • Comfortable in a fast-paced, high-growth startup environment
  • Salesforce experience preferred but not required
  • Team player who possesses excellent interpersonal skills and communication skills
  • 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 Smart Advisor 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

Business DevelopmentSalesforceCommunication SkillsAnalytical SkillsCollaborationTime Management

Posted 4 months ago
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