Senior Associate Go-To-Market Engineer
Senior Associate Go-To-Market Engineer
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Job Description
Vestwell is the financial technology company powering the new savings economy. The New York Citybased fintech platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs. Today Vestwell enables over 350000 businesses and nearly 1.5 Million active savers with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products including workplacedelivered retirement plans employeroffered student loan repayment benefits and various savings accounts for education emergencies and individuals with disabilities.
Vestwells platform serves a diverse clientele including financial advisers employers thirdparty administrators financial institutions payroll providers government agencies and individual savers. To learn more
Who Are We Looking For
The Revenue Operations team at Vestwell is growing to meet the needs of our scaling organization playing a critical role in driving our firms objectives forward. We are seeking a Senior Associate GTM Engineer to deploy scalable automation solutions that drive seamless sales and operational excellence. This will involve working closely with many stakeholders across the organization such as Sales Operations Marketing Product and Sales Teams to implement automation solutions that streamline the sales cycle opportunity funnel lead ingestion and management and improve outreach workflows. You will also focus on reducing manual efforts enhancing pipeline efficiency and ensuring seamless integration across sales technology platforms.
In this role you will play a critical role in helping Vestwell evolve its business and meet the demands of a growing organization with tech oriented solutions. This is an exciting opportunity for a strategic thinker who thrives in a fastpaced environment and is passionate about driving operational excellence across sales teams..
What Will You Be Doing
- Opportunity Funnel Automation: Develop solutions to optimize leadtoopportunity conversion and increase the velocity of sales.
- Scaling Sales Support: Design automated workflows to assist sales teams with realtime data CRM updates and process simplification.
- Reduce Manual Deal Operational Processes: Identify bottlenecks in opportunity process (proposals portal creation contracting QCing) and implement automated solutions to streamline workflows and minimize manual intervention from support team.
- Lead Ingestion & Outreach Automation: Iterate on current lead ingestion processes further automate outreach sequences to improve engagement and speedtolead and build scalable solutions to prevent leakage.
- CRM & Tech Stack Optimization and Integration: Enhance Salesforce CRM capabilities with native features such as custom workflows and VR Rules integrate advanced features such as Einstein Scoring and Bots and ensure seamless integration with other sales technology platforms.
- CrossFunctional Collaboration: Work with Revenue Operations Product Marketing and Sales to align automation strategies with business goals and enhance the endtoend sales process.
Why join us:
- Opportunity to lead automation initiatives that drive sales efficiency at scale.
- Collaborate with crossfunctional teams in a dynamic fastpaced environment.
- Gain access to cuttingedge sales automation tools and technologies.
- Competitive compensation benefits and professional growth opportunities.
If youre passionate about automating sales processes reducing friction and driving operational efficiency wed love to hear from you!
Requirements
The Necessities
- 3 years of experience in Sales Engineering Sales Operations or Revenue Operations with a focus on automation and process optimization.
- Salesforce Admin or Developer Certification
- Expertise in CRM platforms (Salesforce preferred) including automation integrations and data management.
- Experience with lead management opportunity tracking and sales engagement platforms (e.g. Salesloft HubSpot Salesforce Orum LeanData Aircall Slack Elevate).
- Strong analytical skills with the ability to derive actionable insights from sales data.
- Ability to design and implement scalable automation solutions to improve efficiency and accuracy.
- Excellent problemsolving communication and collaboration skills.
The Extras
- Experience with AIdriven sales automation tools
- Knowledge of SQL Python or API integrations
- Prior experience in a SaaS fintech or startup environment
- Familiarity with sales performance metrics and forecasting methodologies
The expected base salary range for this position is $90K100Kfor New York $85.5K $95K for Austin and $81K90K for Phoenix.
This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.
OUR BENEFITS
Were a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks! to work effectively remotely. Oh and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or inperson interview panel after that if the screens go well. Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.
VestwellsPrivacy 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:Vestwells California Privacy Rights Policy.
Required Experience:
Senior IC
Employment Type
Full Time
