About the job
About SmartAsset
SmartAsset stands as the largest investor-to-advisor marketplace in the U. S., dedicated to empowering millions of consumers to make informed financial decisions. Through our innovative Advisor Marketing Platform (AMP), we connect high-intent investors with rigorously vetted financial advisors. As we embark on building an AI-native growth engine, we aim to enhance the advisor ecosystem with high-intent referrals and advanced marketing automation tools. This is a unique opportunity for an aspiring B2B marketing leader to architect and scale the go-to-market strategy for a platform that defines its category. If you are driven to create systems that have a compounding effect, influence an entire industry, and convert strategic partnerships into measurable revenue, SmartAsset provides both the platform and the authority to achieve this.
About the Job
SmartAsset is on a mission to expand its B2B marketing engine with a systems-first and AI-native approach.
We are seeking a GTM Engineer to collaborate closely with the Director of Advisor Marketing in building and enhancing the technical infrastructure that drives advisor acquisition, lifecycle automation, and revenue attribution.
This role is pivotal to our technical growth strategy.
You will leverage automation, scripting, CRM logic, paid platform tools, and LLM workflows to expedite experimentation, minimize manual work, and amplify performance across the marketing funnel.
If you possess a systems-oriented mindset, enjoy crafting automations, and aspire to transform manual marketing processes into scalable infrastructures, this position is ideal for you.
Responsibilities
- Design and maintain marketing automation workflows across CRM, email, paid platforms, and lifecycle tools.
- Implement and refine multi-touch attribution and revenue tracking mechanisms.
- Develop automated paid media strategies utilizing scripts, rules, and platform APIs.
- Collaborate with the Director to execute structured experimentation across landing pages, outbound efforts, and paid campaigns.
- Standardize LLM-driven workflows for content generation, outbound personalization, ad testing, and reporting.
- Create suppression logic and segmentation frameworks among paid, CRM, and lifecycle systems.
- Design dashboards that correlate marketing activities with pipeline and revenue.
- Identify manual tasks and automate them to enhance efficiency.
- Deliver improvements on a weekly basis.
