Senior Associate, Revenue Operations

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

We are looking for a Revenue Operations Associate to help us expand the RevOps function at Vestwell! Reporting to the Revenue Operations Sr. Manager you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team.

As an ideal candidate you have experience in a high-growth environment. More importantly youre thrilled by the challenge of building and perfecting the operational tempo of a high-performing partnership for your team the larger sales team and the Vestwell organization as a whole. Youre exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. Were a growth stage startup after all. Last but certainly not least youre driven by a fresh perspective and entrepreneurial spirit.

What Will You Be Doing

As a Senior Associate Revenue Operations (RevOps) you will serve as a strategic individual contributor responsible for optimizing systems processes and analytics that support Vestwells Go-To-Market (GTM) teams. This role requires independent judgment cross-functional collaboration and the ability to translate complex data into actionable insights that drive efficiency scalability and business outcomes.

Your responsibilities will include but are not limited to:

• Reporting & Analytics: Generate on-demand reports dashboards and analytics to provide actionable insights for Sales Marketing and Product teams.
• Process & Systems Optimization: Identify bottlenecks streamline workflows and implement automation or improvements to enhance GTM operational efficiency.
• RevOps Administration: Ensure data integrity manage list loads territory structures and assignment logic across GTM systems.
• Cross-Functional Collaboration: Partner closely with Sales Marketing Product and other stakeholders to align RevOps initiatives with business goals.
• System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools ensuring data accuracy operational efficiency and effective integration across platforms.
• Territory & Automation Tools: Manage and optimize territory tools (e.g. Salesforce Maps Discovery Data Maps) and other automation solutions to support GTM effectiveness.
• Continuous Improvement: Continuously improve lead flow field mappings integration workflows and operational processes across GTM systems.
• Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes recommending solutions and implementing changes that impact GTM performance and overall business outcomes.
• High-Growth Mindset: Thrive in a fast-paced startup environment managing multiple priorities while bringing fresh perspectives entrepreneurial spirit and a results-oriented approach.

Requirements

The Necessities

• 2-4 years of experience in Revenue Operations Sales Operations or a related analytical or technical role
• Strong proficiency in Salesforce (admin-level knowledge preferred) Excel/Google Sheets (e.g. using pivot tables and VLOOKUPs)
• Ability to analyze complex datasets and present insights in a clear actionable manner
• Passionate about identifying inefficiencies and implementing scalable solutions
• Excellent interpersonal verbal and written communication skills with the ability to work cross-functionally
• Comfortable working in a fast-paced start-up environment
• Exceptional analytical and detail-oriented aptitude; a high degree of accuracy is required
• Ability to manage time effectively set priorities and meet deadlines
• Familiarity with sales automation or GTM tools (Salesforce Territories Maps Salesloft Outreach Hubspot LeanData ZoomInfo RingLead or similar)
• Knowledge of Top-of-funnel and best practices ability to build and maintain workflows

The Extras

• Experience in B2B SaaS or FinTech companies is preferred
• Salesforce or Revenue Operations related certifications is a strong plus
• Experience using BI tools (Tableau Looker or similar)
• Experience using ticketing systems like Jira or similar working in a sprint/deployment system or similar environment
• Thrives in a dynamic startup environment with a proactive attitude

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.