Senior Sales Operations Analyst

at SmartAsset

Remote, Contiguous United States

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 Sales Strategy, Operations, & Enablement (SSOE) 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 Senior Sales Operations Analyst who can help us grow our revenue and customer base.

About the Job

We're looking for a Senior Sales Operations Analyst to drive revenue growth, uncover opportunities to improve sales and account management processes, and align cross-functional teams across sales, marketing, product, and data. The ideal candidate is an analytical problem solver, bringing expertise across various domains of sales strategy and operations, and the ability to extract actionable insights from large data sets.

• 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.
• Manage a ticketing queue, triaging requests and resolving cases in a timely manner to meet SLAs.
• 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.
• 3-6 years of experience in sales operations, marketing operations, or revenue operations.
• Strong proficiency with Salesforce - know how to navigate salesforce and build reports and dashboards.
• Have an innate curiosity to carry out deep dives into the business to find areas for optimization.
• Proficient in SQL - know how to implement complex joins and filtering criteria.

Intermediate knowledge of Google Workspace services (Docs, Sheets, Slides, Drive, Mail, Cal, etc)

Skills / Experience Preferred:

• Tableau dashboard building experience.
• Storytelling via data visualization, knowing how to use specific visuals to best convey business insights.
• Working knowledge of finance and business analytics concepts.

Available Benefits and Perks

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous 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
• Supplemental Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K
• Equity packages for each role
• Time Off: Vacation, Sick and Parental Leave
• EAP (Employee Assistance Program)
• Financial Literacy Mentoring Program
• Pet Insurance
• Home Office 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.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents - Minimum annual salary of $74,000 to $122,000 + equity + benefits.

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