The Sales Operations Analyst will support the Sales team by ensuring smooth operations, conducting analyses, resolving requests, managing data, and supporting Go-To-Market functions.

As a Sales Development Representative, you will identify and create qualified sales opportunities, manage outbound prospecting, and maintain accurate CRM data, all while collaborating closely with Account Executives and leveraging various outreach strategies.

The Account Executive will manage the full sales cycle, identify new clients, and educate them on SmartAsset's platform while achieving monthly quotas.

The Client Experience Specialist engages consumers through high-volume outbound calls, schedules advisor consultations, and improves user experience by logging interactions and facilitating communication between users and financial advisors.