Sales Operations & Strategy Analyst
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