SmartAsset

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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🏢 Experian

👥 251-500 Credit Financial Services FinTech

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🏢 AcuityMD

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🔥 Senior Product Manager (AI focus with LLM)

Posted 2024-11-14

📍 Contiguous United States

🧭 Full-Time

💸 140000 - 180000 USD per year

🔍 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 analysisData scienceAnalytical SkillsCollaborationCustomer service

Posted 2024-11-14

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🔥 Senior Data Analyst

Posted 2024-11-14

📍 Contiguous United States

🧭 Full-Time

💸 130000 - 180000 USD per year

🔍 Financial services

Bachelor's degree in Business, Marketing, Computer Science, Statistics, or a related quantitative field.
5-8 years of business-focused analysis experience in a Data Analyst or Business Intelligence role.
Strong skills in SQL, Python, and Excel, with experience in statistical analysis.
Experience with Tableau or other data visualization tools.
Experience with analytics tools like Google Analytics, Google Tag Manager, and Mixpanel.
Comfortable with large data sets and interest in building data models.
Strong analytical, problem-solving, and interpersonal skills.
Effective communication skills for technical and non-technical audiences.
Motivated self-starter with the ability to work independently.
Knowledge of industry analytical trends.

Understand the changes that impact business revenue and margin.
Provide actionable results for strategic direction and decision-making.
Conceptualize and maintain key performance reports and dashboards.
Detect trends, identify opportunities, and provide insights for data-driven decisions.
Work closely with business partners to analyze solutions through existing or new business systems.

PythonSQLBusiness IntelligenceData AnalysisGoogle AnalyticsTableauData analysisCommunication SkillsProblem Solving

Posted 2024-11-14

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🔥 Director of Growth, Newsletters

Posted 2024-11-07

📍 Contiguous United States

🧭 Full-Time

💸 94500 - 140000 USD per year

🔍 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 2024-11-07

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🔥 Client Experience Specialist

Posted 2024-10-16

📍 California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, New York City

🧭 Full-Time

💸 $45,000 + Commission + equity + benefits

🔍 Financial Services

1+ years telephone sales or relevant call center experience.
Experience with multi-channel support (call, email, chat, SMS, social media) preferred.
Strong communication skills (Including Email) and a great phone presence.
Strong email writing skills with attention to detail.
Ability to learn and quickly adapt based on user and business needs.
Comfortable in a fast-paced, high growth environment.
Organized, detail-oriented, and excellent time-management skills.
Must be available to work some holidays or weekends during peak seasons.

Interact with consumers via phone (inbound and outbound), email, SMS text, and live chat.
Guide SmartAsset users through the process of matching and meeting with financial advisors.
Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors.
Build valuable relationships with our financial advisor partners.
Leverage customer service skills and scripted talking points to deliver personalized service.
Document and communicate user challenges.
Document all customer interactions and outcomes in our internal CRM.
Meet personal/team qualitative and quantitative targets.
Drive innovation by providing thoughtful feedback.
Other projects and duties as assigned.

Communication Skills

Posted 2024-10-16

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🔥 Account Executive

Posted 2024-10-16

📍 Contiguous US

🧭 Full-Time

💸 $75,000 - $130,000 per year

🔍 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 DevelopmentSalesforceBusiness developmentCommunication SkillsAnalytical SkillsCollaborationTime Management

Posted 2024-10-16

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SmartAsset

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