Strategy & Operations Manager

SmartAsset; United States; Remote; USD 89,000 - 151,000; Full time

Job summary

An innovative firm is seeking a Sales Strategy & Operations Manager to drive revenue growth and enhance sales processes. This pivotal role involves collaborating with cross-functional teams to improve account management and operational strategies. The ideal candidate will leverage analytical skills and large datasets to inform strategic decisions while ensuring effective communication with senior leadership. Join a dynamic team focused on expanding its customer base in the financial services sector, and enjoy the flexibility of remote work along with comprehensive benefits. If you're ready to make a significant impact in a fast-paced environment, this opportunity is for you.

Benefits

Remote work flexibility

Medical insurance

Dental insurance

Vision insurance

Life/AD&D Insurance

Disability coverage

401K

Equity packages

Paid time off

Home Office Stipend

Qualifications

• 5+ years of corporate experience in analyst, business intelligence, or strategy roles.
• Proficient in SQL and Tableau with strong presentation skills.

Responsibilities

• Manage enterprise sales targets and synthesize contract data for strategic planning.
• Track account performance, identify risks, and develop mitigation strategies.
• Use data to inform revenue, retention, and expansion strategies.

Skills

SQL (Snowflake)

Tableau

Analytical Skills

Stakeholder Management

Presentation Skills

Education

Bachelor’s Degree

Job description

Join to apply for the Strategy & Operations Manager role at SmartAsset

About SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice that powers the SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 51 million people each month (as of January 2025) through educational content and personalized tools, SmartAsset aims to help people make smart financial decisions. In 2021, it ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500, with a $110 million Series D funding round, valuing the company over $1 billion. SmartAsset is also listed on Y Combinator's Top 100 Companies of all time.

About The Team
The Sales Strategy, Operations, & Enablement (SSOE) team is central to a rapidly growing business focused on acquiring new B2B customers in Financial Services. We are versatile professionals providing strategic leadership and operational support across the organization. We seek a talented Sales Strategy & Operations Manager to help grow revenue and expand our customer base.

About The Job
We are looking for a Sales Strategy & Operations Manager to drive revenue growth, improve sales and account management processes, and align cross-functional teams including sales, marketing, product, and data. The ideal candidate is analytical, experienced in sales strategy and operations, and skilled at deriving insights from large datasets.

Responsibilities

1. Enterprise Sales Forecasting & Reporting: Manage enterprise sales targets and synthesize contract data for strategic planning.
2. Performance Monitoring & Risk Mitigation: Track account performance, identify risks, and develop mitigation strategies.
3. Enterprise Pricing Strategy: Collaborate on data-driven pricing proposals to maximize revenue.
4. Product Operationalization: Support launch and growth of enterprise offerings through scalable processes.
5. Revenue & Account Insights: Use data to inform revenue, retention, and expansion strategies.
6. Executive Communication: Present analyses and recommendations to senior leadership.

Skills / Experiences You Have

• 5+ years of corporate experience, including 2+ years in analyst, business intelligence, consulting, product, or strategy roles.
• Proficiency in SQL (Snowflake), Tableau, and presentation skills.
• Experience working in fast-paced, collaborative environments.
• Strong stakeholder management and relationship-building skills.
• Bachelor’s Degree.

Benefits & Perks

• Remote work flexibility within the contiguous US.
• Medical, Dental, Vision insurance options.
• Life/AD&D Insurance, Disability coverage, FSA, 401K, equity packages.
• Paid time off, Employee Assistance Program, Financial Literacy Mentoring, Pet Insurance, Home Office Stipend.

SmartAsset is an equal opportunity employer committed to diversity and inclusion. For accommodations, contact us at [e-mail]. The minimum salary for residents in certain states is $89,500 to $151,000 plus benefits and equity. Salary is based on skills, experience, and location.