Search the 20 jobs at Vestwell

The Senior Associate, Revenue Operations at Vestwell will work with the RevOps team to support reporting, integrations, alignment of processes, and cross-functional projects. The role requires experience in supporting alignment and processes within a go-to-market ecosystem, particularly in a high-growth SaaS organization.

Lead and mentor a team of Sales Development Representatives to generate leads, qualify prospects, and contribute to the sales pipeline. Drive outbound prospecting activities and provide coaching and support to achieve team targets. Develop new initiatives and collaborate with sales leaders and teams to optimize impact.

The Performance Marketing Analytics Manager at Vestwell will oversee the return on investment of all marketing activities and collaborate with the marketing team to monitor the marketing funnel from lead generation to opportunity close. This role requires data-driven decision-making and collaboration with other teams to align marketing strategies with business goals.

Seeking a TPA Success Associate to join the Institutional Plan Design team to improve retirement and close the savings gap. Responsibilities include platform onboarding, demonstrating services, handling TPA partner relationships, and addressing their concerns.

A Junior Graphic Designer role at Vestwell, working on marketing and advertising materials using Figma and Adobe design tools. Collaborate with the marketing team and stakeholders to shape the brand's visual identity and meet deadlines in a fast-paced environment.

Join the Revenue Operations team at Vestwell as a Salesforce Developer to design, build, and support the Salesforce environment, specifically focusing on Salesforce Service Cloud. Help optimize systems, track metrics, and enhance revenue generation efforts through structured problem-solving.

The Product Manager will work across all products, translating company goals into focused initiatives, actionable steps, and a living backlog of work to be done. They will help refine and execute a product vision, improve engineering project management processes, and implement external/internal product communication and feedback channels.

Oversee billing operations, collaborate with departments for efficient billing processes, manage billing specialists, assist in KPI preparation, revenue recognition and general ledger posting, reconcile balance sheet accounts, manage reporting for Financial Advisor partners, support accounting team for close processes.

Seeking an experienced Staff Software Engineer with extensive knowledge of C# for product feature development and architecture. This role involves making key decisions regarding technology, architecture, and software to support Product initiatives and features.

Develop and execute ongoing strategic efforts to bring awareness and promote business registration with State Auto-IRA Programs through presentations and outreach activities. Responsible for creating and maintaining state-specific presentations and reporting on monthly activity impact.

The Senior Specialist, Plan Design will support Sales and Plan Design teams in creating optimal defined contribution plan designs for retirement services. Responsibilities include plan design consultations, plan design reviews, drafting plan documents, and ensuring a smooth transition from design to implementation for clients.

Experienced Implementation Relationship Managers needed to serve as liaisons and dedicated resources to Plan Sponsors and Financial Advisors onboarding to Vestwell's platform. Responsibilities include managing onboarding process, collaborating cross-functionally, and providing subject matter expertise on plan design and training.

As a Client Success Coordinator, you will play a pivotal role in supporting the team to establish strong relationships with advisors, identify new opportunities, and drive repeat business. Responsibilities include partnering with CSMs, managing advisor relationships, identifying upsell and cross-sell opportunities, and supporting the team in meeting KPIs.

Looking for a highly motivated and experienced AI Product Manager to lead the development of AI-driven products and initiatives. Collaborate with cross-functional teams to define product vision, strategy, and roadmap. Leverage expertise in artificial intelligence to deliver impactful solutions that meet customer needs.

Seeking an experienced Software Engineer to join the AI Solutions team. Responsible for developing robust AI-driven applications, integrating AI features into products, prototyping solutions in Python, utilizing machine learning frameworks, developing front-end prototypes, and analyzing data for insights.

Looking for a VP of HCM & Channel Partnerships to form partnerships and alliances with HCM/payroll providers, CPAs, brokers, and strategic partners for small and medium-sized businesses. Responsibilities include building a sales pipeline, managing existing partners, and driving leads to regional sales reps.

Looking for an experienced Account Executive to help set standards for identifying and converting new business at Vestwell. Responsible for owning and managing the sales cycle in an assigned territory to promote Vestwell's growth in the direct-to-business marketplace.

As a Senior Implementations Associate at Vestwell, you will be the primary internal client advocate, managing all aspects of the onboarding process, coordinating with financial advisors and plan sponsors, and collaborating cross-functionally to ensure service level agreements are met.

Join Vestwell as a Software Development Engineer in Test focusing on improving software quality through writing automated tests and enhancing regression testing frameworks. Work with an agile team to define acceptance criteria, implement new test scenarios, and contribute to QA-centric DevOps responsibilities. Must have experience with Selenium, UIs, APIs, Databases, ticketing, and continuous integration.

Seeking experienced Implementation Relationship Manager to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors during onboarding to Vestwell's platform. Responsibilities include managing onboarding process, collaborating with internal stakeholders, providing subject matter expertise, and ensuring successful transition of new plans to the platform.