SmartPath is a small financial education company that includes daily classes, one-on-one coaching, an extensive library, and interactive tools covering various personal finance topics.

SmartPath partners with healthcare companies, retirement plan advisors, higher education institutions, fintech companies, Fortune 500 companies, and other organizations nationwide to provide users with unbiased financial education.

I am the Content Manager at SmartPath. I am responsible for the content library (with over 300+ pieces of content), the class calendar (planning the ~240 classes taught daily, producing 30+ new classes, and updating 100+ older classes), creating 100+ client-specific reactive content (like courses, articles, promotional flyers, and promotional emails), and 30+ proactive content. I developed a structured workflow for said class production, reducing class production time by 33% and class scheduling time by 66%. I also lead the company in AI content research, helping to clone the CEO and other members of our team.

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