Sales Operations & Strategy Analyst at SmartAsset

| Greater NYC Area
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About Us:

SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one of Y Combinator's Top 100 companies of all time, we have raised more than $50 million in venture capital. Our personal finance tools, calculators and content reach more than 45 million people each month. Our business model is to help the in-market consumers on our platform find the right Financial Advisor or the right Financial Product to meet their needs.

SmartAsset has been featured in hundreds of publications, including The Wall Street Journal, CNN, TechCrunch, The New York Times, The Washington Post, U.S. News & World Report, TIME, Reuters, Businessweek, Barron’s and many more.

Responsibilities:

  • Work with our SmartAdvisor sales, service and account management teams to better understand our performance and how we can get better
  • Identify & implement operational improvements that improve efficiency
  • Identify and track key KPI's to measure both team and individual performance
  • Be a thought & solutions leader by providing data-driven recommendations 
  • Establish processes that standardize and enable operational excellence
  • Work with our data engineering, product, tech, and marketing teams to better harness our data (or capture new data) and apply it to concrete business challenges

Required Skills and Experience:

  • 2+ years of experience relevant to sales analytics and/or sales operations or work in top-tier management consulting firm
  • Comfortable with data: management, manipulation, visualization, and reporting
  • Highly proficient with Microsoft Excel
  • Working knowledge of SQL is required 
  • Organized, detail-oriented, and analytical
  • Team player with strong communication abilities
  • Comfortable in the fast-paced, high growth environment of a startup
  • Enthusiastic about learning and sharing ideas and strategies that can help our sales team succeed

Perks:

  • Catered lunch 3x per week
  • Friday Tastings
  • Regular team social activities (book club, sports league, community service, etc.)
  • Medical, Dental and 401(k)
  • Educational reimbursement program

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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • jQueryLibraries
    • ReactLibraries
    • DjangoFrameworks
    • PostgreSQLDatabases

Location

NoHo is a trendy neighborhood where creative meets chic.

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

What’s the vibe like in the office?

Our office is super collaborative and collegial. People are hard-working and focused but still know how to enjoy themselves. Everyone is always willing to lend a hand at any time or collaborate on new initiatives.

Luis

Product Manager

What are SmartAsset Perks + Benefits

Culture
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
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
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
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