Great young company that is going places - Financial Coach SmartPath Employee Review

5.0
Oct 23, 2018
Recommend
CEO approval
Business outlook

Pros

*Employee's well being and work satisfaction is are very important to management *The focus every day is around client satisfaction and helping customers vs billables *The general office vibe is very positive and people enjoy coming to work and interacting with each other *Untracked vacation and focus on work-life balance is extremely important

Cons

*Office culture is extremely important so they are extra picky on who is invited to an interview and who are extended offers. They are one of the most selective firms I have seen.

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5.0
Jan 23, 2025
Recommend
CEO approval
Business outlook

Pros

Very flexible and supportive team

Cons

Not that I know of

5.0
Feb 18, 2020
Recommend
CEO approval
Business outlook

Pros

I'm admittedly pretty biased, but this is a great small company to work for. We aim to provide reasonable benefits to employees and grow the offerings every year as we grow. We are a flexible workplace that offers remote working opportunities and don't have a cap vacation. We have transparent discussions with our team every week on the direction of the business. We have monthly team lunches where team members take turns leading a discussion on a topic they're passionate about (from Excel to yoga). We have regular team outings and volunteer opportunities to give back. However, the biggest pro is our work. Helping people with their finances is so powerful and meaningful, even if you're not on the "frontline" as a coach. The stories of impact we have on people's lives is truly incredible.

Cons

1) Career planning: Because of our current size, we don't have a lot of clearly defined career paths. If you're a ladder climber, SmartPath likely isn't the right fit for you right now. As we grow, that will likely change, but for now, you need to be a self-starter that has a strong entrepreneurial bent. If you want to wear multiple hats and learn by doing, you'd love it here. 2) Open office: the majority of our team sits in an open desk layout in 2 long tables. This is great for team relationships, but detrimental to productivity when you need to put your head down. To address this short term, employees are encouraged to work from home as needed. Long term, we will continue to evaluate better furniture and layout of our office to support the evolving direction of the business.

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