Senior Associate, Revenue Operations Finance

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 Revenue Operations (RevOps) team exists to serve as a catalyst to effectively align Vestwells 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 buyers 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 organizations 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 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 Vestwells hybrid in-office operation. For exceptional candidates were 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

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 Austin King of Prussia and Phoenix offices 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.