Client Experience Specialist

About the Company

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Their mission is to help people make smart financial decisions, reaching an estimated 23 million people each month.

Responsibilities

• Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)
• Consistently meet or exceed individual and team performance metrics
• Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors
• Proactively contact users who have expressed interest and schedule advisor consultations
• Utilize customer service best practices and scripted messaging to deliver a high-quality experience
• Accurately log all user interactions, challenges, and outcomes in the internal CRM system
• Identify and escalate recurring user pain points to improve the overall experience

Requirements

• 1+ years of high-volume call center experience
• Comfortable in an environment where quota attainment and conversion metrics are emphasized
• Ability to learn and quickly adapt based on user and business needs
• Organized, detail-oriented, and excellent time-management skills
• Availability to work some holidays or weekends during peak seasons

Benefits

• Fully Remote Work within the contiguous U.S.
• Comprehensive Medical, Dental, and Vision plan options
• Company-paid Life/AD&D coverage
• 401(k) with employer match
• FSA and HSA options
• Equity packages
• Generous vacation, sick, and parental leave
• Pet insurance, home office stipend, and Employee Assistance Program (EAP)