Partner Success Associate

Phoenix, NM - USA

Monthly Salary: $ 60 - 70

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

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

Vestwell is expanding and were excited about adding a Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level were looking for someone who pays attention to detail has great communication and problem solving skills can successfully juggle multiple priorities at once and is a confident self-starter. Ideally you have spent at least 1-3 years in a client facing role.

What Will You Be Doing

A key component of Vestwells mission to empower workplace savings is to make it easy and painless. Our teams primary objective is to establish strong relationships with partners positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space. As a Partner Success Associate you will play a pivotal role in supporting our team to reach this objective understanding our partners goals and driving repeat business. Our partners consist of individual investment advisors Third Party Administrators (TPAs) National Accounts Enterprise Partners as well as PEOs.

Day-to-Day You May Also Be Expected To:

Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation.
Managing a small book of business consisting of Partner relationships.
Supporting the team in meeting our KPIs including repeat business by partners NPS and Churn.
Supporting Success Managers with the scheduling and preparations for Partner business reviews covering plan status updates and plan health checks.
Partnering with Success Managers and/or partners to conduct education meetings for plan participants.
Supporting the creation and maintenance of a comprehensive wiki and knowledge-base for the team.
Managing administrative requests from partners as well as maintaining and updating records within our CRM.
Answering the general inbound phone lines channeling inquiries to the appropriate teams and ensuring follow up completion.
Work closely with product and other internal stakeholders on platform enhancements tied to new legislation and ongoing quality control.
Understand Vestwells various reporting functionalities to research and provide clarity for Partners when needed.

Requirements

The Necessities:

1 to 3 years experience in a client facing role.
Strong commitment to delivering superior service.
Ability to collaborate effectively across teams.
Open to working in a fast-paced environment.
Positive and proactive attitude.
Proficiency in Excel/Google Sheets Word/Google Docs Adobe Acrobat and browsing network directories as we operate as a paperless office.
Excellent attention to detail and accuracy.

The Extras:

Knowledge of retirement plans and financial products
ASPPA certifications or credentials.
Spanish speaking

This role will be based in our Phoenix AZ office and will be part of Vestwells hybrid in-office operation (4x per week)

The expected base salary range for this position is $60K - $70K 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 New York 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.

Required Experience: