SmartFinancial

Costa Mesa, California, USA
250 Total Employees
Year Founded: 2012

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2 Offices
14 Employees

Benefits at SmartFinancial

Financial + Retirement

401(K)

401(K) matching

SmartFinancial provides employees with a 401(k) matching plan and we match 50% of contributions up to 6% of an employee's annual gross pay.

Company equity

Performance bonus

Office Perks

Company-sponsored outings

SmartFinancial hosts company outings Quarterly.

Company-sponsored happy hours

Happy hours are hosted on occasion .

Onsite office parking

We offer employees free on-site garage parking.

Pet friendly

SmartFinancial's pet policy is occasional bring your pet to work days.

Some meals provided

Employees get free lunch on Friday.

Child Care + Parental Leave

Company sponsored family events

SmartFinancial sponsors family oriented events Semi-annually.

Family medical leave

Restricted work hours

Diversity

Dedicated diversity and inclusion staff

Highly diverse management team

We seek out diversity of background and value it at SmartFinancial.

Mean gender pay gap below 10%

Hiring practices that promote diversity

We continuously seek additional and nontraditional sources of candidates to ensure a diverse workforce.

Health Insurance + Wellness

Dental insurance

Health insurance

Team workouts

SmartFinancial's team fitness initiatives include In-office yoga.

Vision insurance

Wellness programs

Mental health benefits

Culture

Volunteer in local community

We offer all employees one day per year to volunteer in the comunity.

Flexible work schedule

SmartFinancial provides employees with a flexible work schedule that includes Flexible start and end times.

Open door policy

Open office floor plan

Pair programming

Partners with nonprofits

We have partnered with homeless shelters, food banks, toys for tots, disease advocacy groups and health and wellness organizations, contributing time and resources to their efforts.

Remote work program

Team based strategic planning

OKR operational model

Vacation + Time Off

Generous PTO

SmartFinancial employees receive between 10 and 25 days per year of paid time off based on years of service.

Paid volunteer time

Paid holidays

Paid sick days

Professional Development

Job training & conferences

SmartFinancial offers employees professional development opportunities like onsite training courses, the ability to attend job related conferences and seminars.

Mentorship program

Online course subscriptions available

Paid industry certifications

Promote from within

Lunch and learns

SmartFinancial hosts lunch and learn meetings on occasion.

Search the 14 jobs at SmartFinancial

4 Days Ago
4 Locations
Consumer Web • Fintech • Insurance • Marketing Tech
As an Account Manager at SmartFinancial, you will build and maintain relationships with insurance agents, provide tailored solutions, conduct performance reviews, and focus on client retention while achieving revenue targets. Your role directly impacts the success of insurance agencies using our platform.
10 Days Ago
Columbus, OH, USA
Consumer Web • Fintech • Insurance • Marketing Tech
As an Inside Sales Representative at SmartFinancial, you will conduct high-volume outbound calls to educate potential clients, meet sales targets, build relationships, and manage the entire sales process while maintaining accurate records in the CRM system.
18 Days Ago
Newport Beach, CA, USA
Consumer Web • Fintech • Insurance • Marketing Tech
As a Lead DevOps Engineer, you will oversee cloud operations, manage infrastructure automation, and ensure optimal AWS environment performance. You'll document processes, mentor team members, and design robust cloud infrastructures while adhering to best practices in cybersecurity and administration.