Search the 5 jobs at Vestwell

As a Senior Billing Specialist at Vestwell, you will manage billing operations, prepare invoices, monitor accounts receivable, and assist in ensuring timely payments. Your role includes reconciliation of revenue accounts, handling collections, and participating in system implementations to enhance billing processes.

The Salesforce Integration Lead will define and develop interfaces and integrations for Salesforce solutions and external applications. Responsibilities include designing integrations, testing, maintaining integration standards, and conducting workshops to share knowledge with internal and external teams.

As a Billing Specialist at Vestwell, you will manage customer profiles, prepare invoices, monitor accounts receivable, and support financial reporting. You will work closely with clients and internal teams to resolve billing issues and streamline processes, contributing to the overall financial health of the company.

Looking for a Partner Marketing Manager to work with financial institutions and build partner marketing strategies to drive success for partners who use Vestwell. Must have in-depth knowledge of the financial services market, retirement plans, and financial advisors. Responsibilities include creating and implementing joint go-to-market marketing plans, optimizing current partnerships, and prioritizing new initiatives to drive revenue through successful campaigns.

The Sales Development Representative (SDR) will engage potential customers through high volumes of calls, qualify prospects, and generate meetings for the sales team, showcasing Vestwell's financial wellness products and services effectively to clients.