Sales Operations Analyst

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the Team:

The Strategy & Operations team is at the epicenter of a rapidly growing business focused on acquiring new B2B customers in the Financial Services space. We are general athletes who have the strategic agility to flex into different parts of the organization to provide thought leadership and operational scale. We are seeking a talented Operations Analyst who can help us widen our reach and impact across the business. 

About the Job:

• Provide day-to-day operational support for the Sales organization to ensure a frictionless sales motion.
• Run ad hoc and recurring analyses to help the leadership team make informed decisions. 
• Resolve sales stakeholder requests with a high level of quality and accuracy in a timely manner.
• Partake in operationalizing strategic initiatives in support of the broader Strategy & Operations team.
• Serve as a steward of data fidelity and data hygiene across our sales tech stack.
• Support GTM functions including account assignments, sales promotions, customer activations, etc.

Skills / Experience You Have: 

• Comfortable running analyses in spreadsheets - know how and when to use lookups, pivots, sums/counts/ifs.
• 1-3 years of experience in sales, marketing, or revenue operations. 
• Familiarity with Salesforce CRM - know how to navigate salesforce and modify basic reports and dashboards.
• Ability to navigate and find/access resources in a remote work environment.
• Have an innate curiosity to carry out deep dives into the business to find areas for optimization.
• Intermediate knowledge of Google Workspace services (Docs, Sheets, Slides, Drive, Mail, Cal, etc)

Skills / Experience Preferred:

• Basic knowledge of SQL and Tableau.
• Familiarity with SCRUM principles, know how to work tickets in JIRA.
• Storytelling via data visualization, knowing how to use specific visuals to best convey business insights.
• Working knowledge of finance and business analytics concepts. 

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer. Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Available Benefits and Perks: 

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

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 [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $60k to $88k+ RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.