Head of Methodology & Data, SMB
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Job Description
Senior small business expert leading SMB methodologies and data products at Forbes Advisor. Collaborates cross-functionally to build scoring frameworks and structured datasets for SMB vertical.
Responsibilities:
- 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.
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