The Challenge
SmartAsset is a unicorn (59M monthly users, $1B+ valuation) building an AI-native B2B marketing engine for advisor acquisition. You'll architect the technical infrastructure that connects paid spend to pipeline and revenue—replacing manual processes with scalable automation workflows.
Your Mission
Audit and map existing marketing workflows across CRM, email, and paid platforms; identify 3-5 high-impact manual tasks to automate
Build your first end-to-end automation (likely CRM-to-paid sync or outbound personalization using Claude) and ship weekly improvements
Implement multi-touch attribution dashboard connecting advisor acquisition spend to pipeline stage and revenue
Partner with Director to design and launch 2 structured experiments (landing page variants, audience segmentation, LLM-driven copy testing)
Deploy AI-native workflows for content generation, outbound personalization, and ad creative testing at scale
Build suppression logic and segmentation framework syncing paid, CRM, and lifecycle data with <2hr latency
Reduce advisor acquisition CAC by 15-25% through automation, paid optimization rules, and attribution insights
Establish weekly shipping cadence: 4+ automation improvements, reporting dashboards, and experiment results tied to revenue
KPIs You'll Own
Advisor Acquisition CAC
Track cost-per-acquired advisor across paid channels; optimize using attribution and automation.
Automation Coverage
% of repetitive marketing tasks automated (e.g., email flows, paid platform optimization, segmentation updates).
Revenue Attribution Accuracy
Multi-touch attribution model accuracy; ability to connect marketing activity to pipeline and closed revenue.
Experimentation Velocity
Number of structured experiments shipped per week (landing pages, audience segments, creative variants).
Time Saved
Hours of manual work eliminated weekly through automation and tooling.
Tools & Stack
Your Team
Your Manager
Director of Advisor Marketing
Current Team
Unknown; you'll work directly with Director to scale B2B marketing engine
New role; expansion hire for AI-native GTM
The Package
Salary
$110K-$140K base
Remote
On-site (location TBD; SmartAsset has multi-state presence including CA, CO, CT, MA)
Benefits & Perks
Company Intelligence
SmartAsset is a unicorn ($1B+ valuation, $110M Series D) reaching 59M monthly users with financial education, calculators, and advisor marketplace. They operate SmartAsset AMP, a B2B platform connecting consumers with fiduciary advisors. Ranked #2574 on Inc. 5000 and #250 on Deloitte Tech Fast 500.
Funding
$110M Series D (2021)
Customers
59M monthly users; B2B: financial advisors
Culture
Systems-first, execution-focused, AI-native approach; emphasis on automation over manual work
Is This Role For You?
- You think in systems and workflows—you design processes that scale, not tasks you execute once
- You've built marketing automation (Zapier, n8n, APIs, CRM logic) and can ship weekly improvements independently
- You're comfortable with SQL, dashboards, and tying marketing activity directly to revenue impact
- You want to replace manual marketing with AI-driven infrastructure and automation
- You're uncomfortable working on-site or need full remote flexibility
- You prefer hands-on execution over building scalable systems and automation
- You lack experience with marketing automation tools, CRM platforms, or basic SQL queries
Interview Process
Screening call
Discuss GTM automation experience, past workflows built, systems thinking approach
Technical conversation
Deep-dive on automation architecture, attribution modeling, SQL/dashboard experience, LLM workflow use
Director conversation
Align on vision for AI-native B2B marketing engine, collaboration style, execution velocity expectations
Take-home or working session
Likely a real-world scenario: audit workflows, propose automation, or design an attribution model (optional)
Interested in this role?
Apply now and hear back within days, not weeks.
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About Growth Marketing Roles
Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.