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

Who Are We Looking For?

The Revenue Operations (RevOps) team exists to serve as a catalyst to effectively align Vestwell’s strategy, process, workflows, data, analysis and technology between departments which include product, finance, marketing, sales and customer success. Breaking down barriers between teams; the department designs and deploys frameworks to optimize the go to market teams ability to execute against a common set of goals, processes and metrics. Members of the RevOps team serve as cross-functional advocates that enable greater transparency, improved communication and reliable data exchanges. Successful execution results in cohesive systems and operational efficiencies that streamline the buyer’s journey, leading to more aligned and long-term customer engagement, increased ARR and reduced churn.

The RevOps team is seeking an ambitious individual to join this dynamic and agile team to develop and deploy effective financial solutions, while demanding parity between systems that are optimized inclusive of the UI and UX will materially impact the organization’s ability to execute its objectives, track metrics and bolster its revenue generating efforts.

The ideal candidate is able to call upon their ability to break down complex pricing models and design a simplified solution for a diverse set of stakeholders with varying levels of technical aptitude. Understanding, evaluating and enhancing supporting tools and artifacts is critical to the success of this role. The Revenue Operations Financial Associate will rely on their technical expertise and strategic thinking to remove tech bloat by leveraging low code, no code automations and logical workflows.

A person who will thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in systems thinking, and is scrappy, determined, logical, and analytical. You must have the interpersonal skills, tenacity, and common sense to be an agent of change. In this role, you will be given a significant opportunity to devise and recommend approaches for achieving your goals, requiring you to exercise good judgment, influence consensus across several stakeholders to drive results.

What Will You Be Doing?

Ensure the pricing models that are being sold effectively and accurately transfer into various billing systems.
Maintain ARR calculations for all pricing models to support revenue forecasting, reporting, and commission attainment.
Proactively analyze pricing structures to prepare the systems to handle the possible futures.
Maintain commission software to ensure accuracy and understanding.
Become expertised in the requirements and use cases of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales and Marketing in order to measure the effectiveness of existing and potential solutions which will unlock optimization and scale.
Constantly manage work stream prioritization across teams, communicating status risks, changes of program milestones, etc. to senior business leaders.
Maintain databases for accuracy related to outgoing payments.

Requirements

Demonstrated experience designing and developing new technology solutions that align with its business needs, as well as fill in the communication gap between technical and non-technical experts
Proficient in writing and optimizing mathematical formulas and expressions using Salesforce formula fields, validation rules, and workflow logic
Knowledge and experience working with billing and commission software
Ability to extrapolate the desired target state by framing and proposing architectural solutions to department peers
Ability to develop a deep level of understanding and experience owning CRM, billing and commission systems
Adept/Proficient understanding of Salesforce
Ability to learn and become very proficient in SFDC and other financial tech stack platforms
Comfortable writing business requirements documentation
Ability to differentiate between scalable solutions and when exceptions cannot be made to existing processes
Ability to quickly grasp new concepts across a wide variety of technologies and domains
An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level
Maintain a continuous-improvement attitude; able to seek out and implement internal or external best practices, to problem-solve in ambiguous situations, and to thoughtfully earn trust
Exceptionally driven with an insatiable curiosity for business improvement

This role will be based in either our New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.

The expected base salary range for this position is $70K - $85K 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.

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Senior Associate, Revenue Operations - Finance