Head, SMB Methodology & Data (Remote)

Forbes Advisor • Wilmington, DE

4d • Remote

About The Position

We're looking for a senior small business expert to lead how we define, collect and assess data within Forbes Advisor's SMB vertical. As Head, SMB Methodology & Data, you'll own the strategic vision and execution for Forbes Advisor's SMB methodologies and data products spanning business formation, accounting, payroll, payments, communications, HR and business operations software. You'll work cross-functionally to turn complex business products, operational workflows, regulations and customer needs into clear, defensible scoring frameworks and structured datasets. This is a hands-on strategy and leadership role: part SME, part architect of how our SMB rankings and data products work and evolve.

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.

Nice To Haves

• Experience at a review site, marketplace, ratings organization, fintech, SaaS provider, business services company or SMB data provider.
• Familiarity with model governance, validation, QA or audit processes for scoring/rating systems.
• Experience using testing, surveys, secret shopping, customer research or market research in methodology or decision-making frameworks.
• Exposure to proprietary datasets, scoring engines, commercial data products or large-scale comparative product evaluations.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed