Teams at SmartAsset

Handle high-volume outbound calls to connect consumers with vetted financial advisors, schedule consultations, meet performance metrics, log interactions in CRM, escalate recurring issues, and share process-improvement insights while supporting cross-functional projects.

Drive and optimize the full lead-to-revenue lifecycle, build dashboards and KPIs, manage demand generation operations and martech stack, align marketing and sales to accelerate pipeline, operationalize GTM initiatives, and develop customer segmentation to power multi-channel campaigns using data-driven insights.

Drive full sales cycle for SmartAsset Advisor Marketing Platform: prospect and cold outreach, educate advisors on platform ROI, manage Salesforce records, meet monthly quotas, and close new clients while collaborating on growth strategies.