About SmartAsset:

SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.

We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. 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.

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

About the Team: 

The Revenue Optimization and Strategy team acts as the quarterback for marketplace health across the SmartAdvisor business line. Marketplace health is a function of how well leads can be matched to financial advisors, i.e. matching efficiency, as well as maximizing the total advisor budget utilized in a given month. Taken together, the Revenue Optimization team is responsible for the overarching business objective of maximizing profit. With an eye on margin, the Revenue Optimization team works with stakeholders across the company to identify, vet, prioritize, and track initiatives that support improvement in company margin and improve overall marketplace health.

About the Job: 

We’re looking to add a Senior Business Intelligence Analyst to focus on optimizing lead distribution and matching efficiency across the advisor base. This analyst will be responsible for analyzing how various advisor segments perform, in addition to continuously monitoring the effectiveness with how our internal algorithm scores and weights potential matches between investors and advisors. In addition, this analyst will create and maintain core BI reporting used by the business to understand intra month pacing, revenue per lead, and forecasted revenue.

This analyst will provide guidance as to where our marketing and sales teams need to target in an effort to correct imbalances in supply and demand by geography and savings tier. Supporting the sales team in higher-end analytics, including but not limited to churn analysis, account matching setup optimization, pricing changes, TAM sizing, etc. are also within scope for this position.

Skills / Experience You Have: 

• 8+ years of relevant experience working in sales/marketing analytics, revenue optimization, or data visualization engineering
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Advanced knowledge in SQL is required
• Expert knowledge of Tableau or similar data visualization software
• A passion for solving complex business problems with insightful analysis and data storytelling
• Comfortable in the fast-paced, high growth environment of a startup
• Strong presentation and written communication skills
• Experience working with Python, R, and Salesforce is a plus

Available Benefits and Perks: 

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available 
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care 
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off:  PTO, 3 Month Paid Parental Leave,  Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.