Associate, Sales Strategy

United States·New Yorkmid

OtherAssociate

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Quick Summary

Overview

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education,

Technical Tools

OtherAssociate

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
Partner with FP&A to manage commission structures, quotas, and related financial workflows.
Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.

Requirements

~2 min read

The Necessities

Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
Experience building reporting within and extracting data from Salesforce.
Proficiency in Tableau and/or Sigma (preferred).
Background in consulting and/or financial services strategy (highly preferred).

This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.