SmartAsset is the largest investor-to-advisor marketplace in the U.S. We help millions of consumers make smarter financial decisions and connect high-intent investors with vetted financial advisors through our Advisor Marketing Platform (AMP). SmartAsset is building an AI-native growth engine to serve the advisor ecosystem with our high intent referrals and marketing automation tools. For the right B2B marketing leader, this is an opportunity to architect and scale the go-to-market motion for a category-defining platform. If you’re motivated by building systems that compound, influencing an entire industry, and turning strategic partnerships into measurable revenue, SmartAsset offers both the platform and the mandate to do it.
SmartAsset is expanding its B2B marketing engine with an AI-native, systems-first approach.
We are hiring a GTM Engineer to work directly with the Director of Advisor Marketing to build and scale the technical infrastructure that powers advisor acquisition, lifecycle automation, and revenue attribution.
This is a technical growth role.
You will use automation, scripting, CRM logic, paid platform tooling, and LLM workflows to accelerate experimentation, reduce manual work, and compound performance across the funnel.
If you think in systems, enjoy building automations, and want to replace manual marketing processes with scalable infrastructure — this role is for you.
Build and maintain marketing automation workflows across CRM, email, paid platforms, and lifecycle tools
Implement and optimize multi-touch attribution and revenue tracking
Develop paid media automation using scripts, rules, and platform APIs
Partner with the Director to deploy structured experimentation across landing pages, outbound, and paid campaigns
Standardize LLM-driven workflows for content generation, outbound personalization, ad testing, and reporting
Build suppression logic and segmentation frameworks between paid, CRM, and lifecycle systems
Create dashboards that connect marketing activity to pipeline and revenue
Identify repetitive manual tasks and automate them
Ship improvements weekly
2–5+ years in growth marketing, marketing automation or GTM engineering
Expertise in building automation workflows (Zapier, n8n, native automation tools, APIs)
Significant experience with Claude Code and similar tools
Experience with paid platforms (Google Ads, LinkedIn Ads) and automated optimization strategies
Familiarity with Salesforce, HubSpot, or similar CRM platforms
Comfortable working with data and writing basic SQL queries
Experience building dashboards tied to revenue metrics
Strong systems thinking — you design processes, not just execute tasks
High execution velocity and comfort operating independently
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SmartAsset is a financial tools and guidance platform that provides free calculators and interactive resources to help consumers make informed decisions across mortgages, refinancing, retirement planning, insurance, taxes, and investing.
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