Head of Methodology & Data, SMB

🕒 July 2

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Forbes Advisor

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1917

🛡️ Insurance

💼 Consulting

✈️ Travel

Insurance • Consulting • Travel

Forbes Advisor is an online consumer finance and product advice platform operated by Forbes Media. It provides independent news, reviews, comparisons, guides and calculators across personal finance topics — including credit cards, banking, mortgages, loans, insurance, investing, taxes and cryptocurrency — to help consumers make informed financial decisions. The site monetizes through advertising, sponsored placements and affiliate partnerships while maintaining an editorial team that produces analysis, rankings and how-to content.

📋 Description

• Own SMB methodology strategy across formation, banking, accounting, payroll, payments, communications, HR, lending and business operations software. • Define clear, defensible evaluation frameworks that reflect SMB user needs, market realities and update cadence. • Shape proprietary SMB metrics and structured datasets for rankings, editorial use and potential data products. • Define research and data collection requirements; partner with testing, data and research teams to ensure evidence quality. • Establish quality standards for SMB methodologies, scoring models, documentation and analyst work. • Mentor analysts and serve as the internal SME for SMB market dynamics, methodology design, and data quality. • Partner with editorial, SEO, product, commercial, testing and data teams to translate methodology into credible rankings and scalable data products.

🎯 Requirements

• 5+ years of experience in SMB products, services, SaaS, fintech, operations, consulting, analytics, product management or related fields. • Deep understanding of how small businesses evaluate, buy and use products or services to start, operate and grow. • Experience building or overseeing analytical frameworks, rating systems, benchmarking programs, structured evaluations or data products. • Strong ability to translate complex business, financial, operational or technical concepts into clear guidance for non-experts. • Proven ability to influence cross-functional stakeholders and guide work across editorial, product, commercial, analytics, research or testing teams. • Experience at a review site, marketplace, ratings organization, fintech, SaaS provider, business services company or SMB data provider (nice-to-have). • Familiarity with model governance, validation, QA or audit processes for scoring/rating systems (nice-to-have). • Exposure to proprietary datasets, scoring engines, commercial data products or large-scale comparative product evaluations (nice-to-have).

🏖️ Benefits

• Equal employment opportunities to all employees and applicants for employment. • Prohibits discrimination and harassment of any type. • This policy applies to all terms and conditions of employment.