Senior Associate, Platform Engagement
Senior Associate, Platform Engagement
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Job Description
Vestwell is the financial technology company powering the new savings economy. The New York City-based 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 workplace-delivered retirement plans employer-offered 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 third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more
Who Are We Looking For
The Platform Engagement Specialist will play a crucial role in ensuring both newly onboarded and existing clients fully realize the value of the Vestwell platform. The role focuses on reviewing client adoption and engagement metrics to identify and remediate gaps in platform utilizationparticularly opportunities to increase employee participation in workplace retirement savings plansand then work with individual clients as well as roll out programmatic strategies to increase utilization.
This position requires a proactive data-driven problem solver who understands client engagement operational strategy and platform adoption tactics. You should be adept at identifying challenges and creating tailored solutions to achieve agreed-upon KPIs. You need to be willing and able to analyze data as well as engage directly with our clients.
A person who would thrive in this role is a structured problem solver who can quickly get to the heart of an issue is facile with a spreadsheet and is scrappy self-starter determined logical and analytical. You must have the interpersonal skills tenacity and common sense to be an agent of change both internally and with our this role you will be given agency to devise a strategy and approach for achieving your goals requiring you to exercise good judgment and independently drive results.
What Will You Be Doing
- Client Engagement Analysis: Monitor and analyze client adoption of the Vestwell platform with a focus on employee participation and contribution rates.
- Opportunity Identification: Identify clients with suboptimal platform engagement and assess the underlying causes such as plan configuration issues employer support gaps or employee awareness challenges.
- Remediation Strategies: Develop and execute action plans to address low adoption rates owning communication campaigns end-to-end platform features or operational adjustments.
- Data-Driven Insights: Track analyze and report key utilization metrics creating dashboards and presentations for internal stakeholders and leadership.
- Client Advisory: Consult with clients on best practices for driving employee participation and optimizing plan configurations. Providing resources toolkits and offering enrollment meeting. Creating playbooks from learned practices to allow for scalability across our platform.
- Continuous Improvement: Recommend and program manage scalable improvements to processes technology and engagement strategies based on client feedback and data insights.
- Client Profitability Remediation: Work through the sponsor revenue and expense model to validate loss leaders. Identify and present remediation steps to improve profitability including payroll or operational changes fee increases or termination of the relationship.
- Cross-Functional Collaboration: Demonstrated ability and flexibility to seamlessly transition between projects and workflows contributing to various teams as needed to meet evolving business needs and priorities.
Requirements
- 2-4 years of experience in client engagement business operations product adoption or strategic consulting.
- Strong understanding of retirement savings platforms SaaS solutions or financial services technology.
- Proven track record of analyzing client behavior and driving data-informed improvements.
- Experience in managing cross-functional initiatives to improve client outcomes.
- Exceptional communication and presentation skills including the ability to synthesize data into actionable insights.
- Strong problem-solving skills with a structured approach to identifying and addressing challenges.
- Highly organized with the ability to manage multiple work streams simultaneously.
- Self-starter mentality you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems.
Preferred
- Experience in a high-growth SaaS enterprise or fintech startup.
- Familiarity with retirement plan administration and workplace benefits.
- Comfort with data analysis tools and CRM systems.
This role will be based in either the New York City Austin King of Prussia office and will be part of Vestwells 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
Were an innovative high-growth company 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 our Midtown Manhattan office so everyone has a setting that is the most productive for them. 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 in-person 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
