Vestwell Benefits Overview

Lead cross-functional initiatives to design scalable operational processes and system requirements. Drive roadmap prioritization, stakeholder engagement, documentation standards, and data-driven process optimization to improve efficiency and operational scalability in a retirement/financial services context.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

Manage and validate pricing-to-billing flows, maintain ARR calculations and commission systems, analyze pricing structures, own CRM/billing/commission platforms, prioritize cross-functional workstreams, maintain payment-related databases, and produce business requirements to enable scalable revenue operations solutions.