at SmartAsset
Remote, Contiguous United States
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions, reaching an estimated 23 million people each month through our educational content, publishing partners, calculators, and tools.*
To extend that mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with participating fiduciary financial advisors. SmartAsset has been recognized as a 2025 ThinkAdvisor Luminaries winner in the Firm Award – Product or Service Innovation category and was ranked #2574 on the Inc. 5000 list in 2023. SmartAsset has also been featured on Y Combinator’s list of Top Companies, a curated compilation rather than a numerical ranking.** In 2021, SmartAsset completed a $110 million Series D funding round that valued the company at over $1 billion.
*Based on average monthly reach data for 2025 across SmartAsset-owned properties and publishing partners.
**Other than application, licensing, or similar administrative fees, SmartAsset did not provide compensation in connection with the referenced awards or recognitions.
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. The team is adept at transitioning between high-level strategy and tactical execution, and managing competing priorities in a fast-paced, ever-changing business environment.
About the Role:
We are seeking a talented Senior Marketing Operations Manager who can help us grow our revenue and customer base by optimizing our demand generation motions and improving how we operate our marketing tech stack. The ideal candidate is an analytical problem solver, bringing data-backed expertise across the many domains of revenue strategy and operations. This teammate must have keen instincts for building revenue generating machines and a passion for marketing analytics.
In This Role, You Will:
- Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels..
- Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
- Own the operational foundation of Demand Generation. Understand what tools to use and when to use them to drive Marketing Qualified Leads (MQL) volume for the Sales team.
- Drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies that accelerate pipeline growth and conversion.
- Partake in operationalizing strategic initiatives in support of the broader Go-to-Market (GTM) team - sometimes, as a project leader, other times, as a key contributor.
- Develop and execute a customer segmentation strategy based on behavioral, firmographic, and intent data to power effective, multi-channel marketing campaigns.
Skills / Experience You Have:
- 7+ years of experience in marketing operations, revenue operations, and/or sales operations.
- Expert understanding of the lead-to-revenue lifecycle, with proven experience tracking and connecting data touchpoints across web traffic, buyer intent signals, lead capture, and Salesforce pipeline.
- At least one certification with Salesforce, Pardot (Salesforce Marketing Cloud Account Engagement) or Marketo.
- Advanced command of Salesforce functions, capabilities, flows, data structures, and data schema.
- Strong proficiency in Structured Query Language (SQL) for querying complex databases, data manipulation, and advanced pipeline analysis.
- Ability to construct Tableau dashboards, leveraging logical functions and parameters to translate complex data sets into clean, actionable executive visualizations.
- An innate curiosity and analytical mindset to dive deep into business data, identifying friction points and optimization opportunities across any domain.
Skills / Experience Preferred:
- Experience working directly with paid marketing channel platforms (e.g. Google Ads, LinkedIn, social media, etc).
- Extensive understanding of infrastructural and operational design principles related to Account Based Marketing (ABM) and multi-touch attribution models.
- Proven experience leveraging Gen AI and LLMs to automate complex workflows, scale operational infrastructure, and eliminate manual bottlenecks.
- Background in Financial Advisory Services, Residential Real Estate, or Insurance industries.
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 Recruiting@smartasset.com.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $150,000 to $175,000 base salary + 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.