SmartAsset
An online destination for financial advice and a marketplace connecting consumers to financial advisors.

Outbound Client Experience / Junior Sales- Remote at SmartAsset

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About Us:

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest-growing companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time and Forbes’ list of America’s Best Startup Employers in 2020. For more information, please visit SmartAsset.com.

About You:

We are seeking energetic customer service professionals who are passionate about developing relationships and creating positive user experiences.  As a concierge specialist, you will join the newest and fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country.

Concierge Specialists are frontline voice for the company and play an integral part of our success as we facility communication and schedule meetings between investors and financial advisors. The ability to connect investors with advisors quickly and efficiently is critical to the success of our financial advisor business.  You will play a substantial role in driving that success.

Responsibilities:

  • Interact with Investors via phone (inbound and outbound), email, SMS text and live chat.
  • Guide SmartAsset users through the process of matching and meeting with financial advisors. Learn about user needs and matching them with appropriate financial advisors.
  • Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors.
  • Educate and maintain financial advisor relationships.
  • Leverage customer service skills and scripted talking points to deliver personalized service.
  • Document and Communicate user challenges to the product team.
  • Document all customer interactions and outcomes in our internal CRM.
  • Meet personal/team qualitative and quantitative targets.
  • Other projects and duties as assigned.

Required Skills and Experience:

  • 1+ years call center experience
  • Experience with multi-channel support (call, email, chat, SMS, social media) Preferred
  • Familiarity with using CRM ticketing systems
  • Strong communication skills and a great phone presence
  • Strong email writing skills with attention to detail
  • Ability to learn, quickly adapt based on user and business needs
  • Comfortable in the fast-paced, high growth environment of a startup
  • Organized, detail-oriented, and excellent time-management skills
  • Must be available to work some holidays or weekends as needed

Perks:

  • Catered lunch three times per week
  • Casual dress code
  • Weekly happy hours
  • Regular team social activities such as a company book club, sports leagues, community service opportunities and more
  • Benefits package including medical, dental and 401(k)
  • Professional education reimbursement program
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Where we are

122 E 42nd Street, New York, NY 10168

Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • jQueryLibraries
    • ReactLibraries
    • DjangoFrameworks
    • PostgreSQLDatabases
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What are SmartAsset Perks + Benefits

SmartAsset Benefits Overview

SmartAsset offers a wide variety of programs and services and is committed to helping our employees in and out of the office. SmartAsset offers a 401(k) match that immediately vests as well as a wide variety of medical and dental benefits (some plans that are 100% costs are covered) and supplemental insurance through its partnership with TriNet. SmartAsset also offers Education Reimbursement, Employee Candidate Referral Bonus, 12 paid holidays per year as well as paid time off. In the new work environment of 2020, working from home has become the new normal and to make all employees have a comfortable and reliable workspace, SmartAsset offers work from home stipend. Our company culture is important to us and we continue to grow together in an environment that is inclusive, diverse and collaborative. This includes Friday Tastings, SmartStart (a mentorship program that partners with a NYC high school to teach students financial literacy), SmartAlliance (an employee group that celebrates allyship for marginalized groups, the LGBTQ community, and overall is dedicated to racial/social justice and equality), our dedicated Diversity, Equity, and Inclusion team (a diverse representation of employees across the organization that raise awareness, promote, and work to implement diversity and inclusion initiatives in the workplace), SmartValues Champions (a group of employes with representation from all departments that defined and implemented the company’s core values), and Women Who Startup, (an internal women’s networking group dedicated to empowering women and gender minorities to support one another both personally and professionally within the SmartAsset community). SmartAsset continues to give back to the community, even after transitioning to a remote environment. The company finds ways to partake in charitable endeavors throughout the year, by organizing virtual charity events and initiatives related to COVID-19, Breast Cancer Awareness month, and other philanthropic or humanitarian causes. There are also a variety of cultural offerings such as book club, meditation sessions, virtual coffee calls, and SmartGames (offering games, contests, and wellness tips for all employees).

Culture
Volunteer in local community
SmartAsset's 'SmartStart' is a community program that partners with an NYC high school to provide career advice and teach students financial literacy.
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Diversity Employee Resource Groups
SmartUnity, company-wide initiative that exemplify diversity, equity, and inclusion. SmartAlliance, celebrates marginalized communities, raises awareness around racial and social justice issues.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Recreational Clubs
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within

An Insider's view of SmartAsset

What are some social events your company does?

We have a happy hour in the office every Friday at 4, which is such a nice way to end each week a little early and hang out with your colleagues. We also get to do awesome team events each quarter if we hit our goals. My team has done things like ax throwing, pasta making classes, fancy dinners, and go-karting!

Amanda

Director of Paid Acquisition

What projects are you most excited about?

SmartAsset's focus on their users opens opportunities for developers, product managers and stakeholders to collaborate for the most seamless user experience. The tech team is always implementing the most up to date technologies for the project ranging from telephony, state machines, front and back end frameworks, etc.

Brett

Software Engineer

What makes someone successful on your team?

True to one of our core Smart Values of being data driven, everyone on the team must know their data inside and out. Each individual on the team uses data to not only tell a story of what is happening, but also to gain insights into new possibilities. Some of the biggest opportunities the team pursues are the result of being data driven.

Mihir

Vice President of Business Development

How do you make yourself accessible to the rest of the team?

We have a real "roll up a chair and chat" kind of culture, whether it is problem solving or just checking in. I sit in a very visible spot in the office with a small stool next to my desk for impromptu chats and catch ups.

Suzanne

SVP Sales

How do you collaborate with other teams in the company?

One of SmartAsset’s core values is that we collaborate and you can really see it in play every day at the office. For every project, we work cross-functionally to determine our path forward. We know that by working together, we can build the best products for our users.

Laura

Product Manager

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