Consumer Services

E-Commerce

Insurance

InsurTech

SmartFinancial

SmartFinancial's headquarters in Newport Beach, CA, United States

The Columbus office focuses on strategic partnerships, sales management, and business development to drive regional growth.

Columbus

The Newtown Square office likely focuses on client relations and marketing strategy to drive affiliate and account-based success.

Newtown Square

Lev Barinskiy

Nate Kropp

Ryan Lockwood

Chris Ziemann

Yogesh Pendharkar

Kevin Rockoff

Michael Foster

Tom Bock

This department is responsible for managing client relationships and ensuring customer satisfaction through strategic account oversight.

Account Management

The Sales Team at SmartFinancial is responsible for driving customer acquisition and managing relationships with clients to optimize their insurance comparison experience. They work collaboratively to develop strategic partnerships, enhance customer satisfaction, and maximize revenue through both inside and enterprise sales efforts. This team ensures that clients receive tailored service and support throughout their journey with the platform.

Sales Team

This department focuses on generating revenue through customer engagement and sales activities.

Sales Department

This department manages customer inquiries and provides assistance through various communication channels.

Customer Support

This department focuses on developing and managing partnerships with affiliates to drive sales and increase brand awareness.

Affiliate Marketing

The Finance and Accounting Team at SmartFinancial oversees the company's financial health by managing budgeting, forecasting, and financial reporting. They ensure compliance with regulatory standards, optimize financial processes, and provide strategic insights to support informed decision-making within the organization. Additionally, they play a critical role in monitoring financial performance related to the insurance comparison shopping services.

SmartFinancial

Org chart

Teams

Account Management

Sales Team

Sales Department

Customer Support

Affiliate Marketing

Finance and Accounting Team

Offices

SmartFinancial

Org chart

Teams

Account Management

Sales Team

Sales Department

Customer Support

Affiliate Marketing

Finance and Accounting Team

Offices

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