Play a key role supporting clients and ensuring smooth operations for one of the fastest-growing financial platforms.
About SmartAsset
SmartAsset is a leading online platform for consumer-focused financial information, tools, and advice—reaching more than 59 million people each month. Alongside its educational resources, SmartAsset operates the Advisor Marketing Platform (AMP), connecting users with fiduciary financial advisors. Recognized by Inc. 5000, Deloitte Technology Fast 500™, and Y Combinator’s Top 100 Companies, SmartAsset is valued at over $1 billion and backed by $110M in funding.
Schedule
- Full-time, fully remote role (must reside in the contiguous U.S.)
- Monday through Friday, standard business hours
What You’ll Do
- Conduct invalidation reviews for CPL clients and approve or deny lead credits
- Review concierge calls to ensure lead quality and compliance
- Execute client profile builds and set up configurations accurately
- Manage collections for declined payments and resolve outstanding balances
- Prepare and upload invoices, updating client payment info to prevent service gaps
- Reassign cancellation cases and escalate lead credit issues to Account Managers
- Provide direct client support on credits, invoicing, and payment updates
- Maintain accurate financial and client records
What You Need
- Strong analytical and decision-making skills
- Excellent written and verbal communication with a professional tone
- Attention to detail in financial and data processes
- Proficiency in Google Sheets
- Ability to multitask and prioritize in a fast-paced environment
- Self-motivated, proactive, and comfortable working independently and collaboratively
- High school diploma or equivalent required
Benefits
- Fully remote flexibility across the contiguous U.S.
- $52,000 base salary + $56,000 OTE + RSUs + benefits
- Medical, dental, and vision insurance (multiple plan options)
- Company-paid basic life/AD&D insurance; additional coverage available
- Short- and long-term disability options
- FSA for medical and dependent care
- 401(k) plan with match
- Paid vacation, sick leave, and parental leave
- Employee Assistance Program (EAP)
- Financial literacy mentoring program
- Equity packages and pet insurance
- Home office stipend
Join a fast-growing fintech company where your work directly impacts client satisfaction and retention.
Happy Hunting,
~Two Chicks…