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 350,000 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.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
The Sales Operations team at Vestwell is growing to meet the needs of our scaling organization, playing a critical role in driving our firm’s objectives forward. We are seeking a dynamic and detail-oriented Sales Operations Manager to join our team at Vestwell. As manager, you will serve a vital role in the team’s link between Sales Effectiveness Leadership, Revenue Operations, Marketing, and our various Sales Teams. As Manager, you will have the opportunity to serve as a leader to drive progress towards Sales Operations goals with junior resources on the team.
In this role, you will be responsible for managing a range of sales operations functions that directly impact the performance and efficiency of our sales teams. You’ll lead the front-end sales operations team, maintain and enhance our Salesforce CRM, optimize sales processes, and ensure smooth territory planning and outreach infrastructure. Additionally, you’ll leverage data analysis to provide actionable insights, assist with goal setting, and document best practices to streamline operations. This is an exciting opportunity for a strategic thinker who thrives in a fast-paced environment and is passionate about driving operational excellence across sales teams.
What you'll do:
- Front End Sales Operations Team: Manage front end sales operations team responsible for servicing ad-hoc sales team requests, proposal construction, and platform portal creation mid-funnel.
- CRM Maintenance & Development: Maintain Salesforce data quality via management of continuous improvement requests with Revenue Operations. Build a streamlined and scalable program for identification, requirements writing, and roadmapping of such requests which lead to continuously improving CRM.
- Sales Process Optimization: Collaborate with Sales Effectiveness Leadership, Product, Marketing, Revenue Operations, Finance and Sales to streamline processes and increase cross-team collaboration.
- Territory Planning & Maintenance: Manage Vestwell’s multi-channel territory management model and tech stack, working closely with sales leaders to align on changes and drive model performance.
- Architect Outreach Infrastructure: Lead in planning and producing advanced dynamic sequences which form the backbone of scalable lead funnel sales activity throughput
- Data Analysis: Drive analysis and interpretation of data to identify trends in areas such as forecasting, conversion rates, speed to lead, and funnel performance to provide actionable insights for sales leadership in a scalable fashion.
- Team Goal Planning: Work with Sales Leadership and Finance to assist in high level planning and goal setting for teams. Streamline reporting and accountable communication on progress towards these goals.
- Process Documentation: Document and maintain sales processes, procedures, and best practices.
What you'll need:
- Bachelor’s Degree or equivalent experience
- 4+ years of relevant experience in sales operations, revenue operations
- Advanced Excel, PowerPoint, Google sheets and Google slides skills
- Experience with Salesforce CRM
- Comfortable analyzing large data sets and using insights to make informed decisions
- Familiarity with sales concepts and metrics
- Understanding of basic financial principles and terminology
- Excellent organization and follow up skills
- Ability to thrive in a dynamic and fast paced startup environment
- Intellectual curiosity and a willingness to learn
This role will be based in Vestwell’s New York, NY | Austin, TX | King of Prussia, PA office, and will be expected to report to the office in a hybrid schedule.
The expected base salary range for this position is a minimum of $90K - $110K. 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
We’re a growth stage startup 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 midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. 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 [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy 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: Vestwell’s California Privacy Rights Policy.
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What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone.
Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings.
Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves.
Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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