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As a Sales Development Representative, you will identify and create qualified sales opportunities, manage outbound prospecting, and maintain accurate CRM data, all while collaborating closely with Account Executives and leveraging various outreach strategies.

The Client Experience Specialist engages consumers through high-volume outbound calls, schedules advisor consultations, and improves user experience by logging interactions and facilitating communication between users and financial advisors.

The Account Executive will manage the full sales cycle, identify new clients, and educate them on SmartAsset's platform while achieving monthly quotas.

The Billing Analyst will manage revenue recognition, complex billing processes, and discrepancies while ensuring compliance with ASC 606 and GAAP standards. Responsibilities include invoice processing, month-end close coordination, reporting, and identifying process improvements.

As Demand Generation Marketing Manager, you'll oversee paid acquisition campaigns, focusing on MQLs through various ad platforms, while collaborating with Sales to optimize campaign performance and reporting metrics.