客户体验专员
Client Experience Specialist
关于SmartAsset：
SmartAsset是一个以消费者为中心的金融信息在线平台，提供教育内容、个性化计算器和工具。我们的使命是帮助人们做出明智的财务决策，通过我们的教育内容、出版合作伙伴、计算器和工具，每月预计触达2300万人。*
为了延伸这一使命，我们还运营着SmartAsset Advisor Marketing Platform（AMP），帮助消费者与参与的受托财务顾问建立联系。SmartAsset在2025年被授予ThinkAdvisor Luminaries奖项中的机构奖——产品或服务创新类别，并在2023年位列Inc. 5000排行榜第2574位。SmartAsset还入选了Y Combinator的顶级公司名单，这是一份精选清单而非排名。** 2021年，SmartAsset完成了1.1亿美元的D轮融资，公司估值超过10亿美元。
*基于2025年SmartAsset自有资产和出版合作伙伴的平均月度覆盖数据。
**除申请、许可或类似行政费用外，SmartAsset未就所提及的奖项或认可提供任何报酬。
职位简介：
我们正在寻找充满活力的销售专业人士，他们热衷于建立关系并创造积极的用户体验。作为客户体验专员，你将加入我们业务增长最快的部门，帮助成千上万的美国人在全国范围内找到并联系财务顾问。
客户体验专员是公司的前线声音，在我们促进投资者与财务顾问之间的沟通和安排会议的过程中发挥关键作用。你将在推动成功方面发挥重要作用。
这是一个远程职位，固定工作时间是周一至周五，东部时间上午9点到下午6点。
职责：
- 通过大量外呼电话（每天预计200通以上）直接与消费者互动。
- 持续达到或超越个人和团队的绩效指标，包括定性和定量目标。
- 作为用户连接经过审核的财务顾问过程中的可信赖指导者。
- 主动联系有意向的用户并安排顾问咨询，确保无缝体验。
- 结合客户服务最佳实践和脚本化信息，提供定制化服务。
查看英文原文
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 Job:
We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country.
Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success.
This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT.
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, including both qualitative and quantitative goals.
- 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, ensuring a seamless experience.
- Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience.
- Accurately log all user interactions, challenges, and outcomes in our internal CRM system.
- Identify and escalate recurring user pain points to improve the overall experience.
- Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners.
- Support additional projects or initiatives as needed in a fast-paced, collaborative environment.
Skills/Experience you have:
- 1+ years of high-volume call center experience required
- Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized
- Ability to learn and quickly adapt based on user and business needs
- Organized, detail-oriented, and excellent time-management skills
- Must be available to work some holidays or weekends during peak seasons
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 .
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $45,000 base salary and up to $60,000 OTE + 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.
Originally posted on Himalayas