Associate, Go-to-Market Sales Strategy & Analytics

Posted Yesterday
Be an Early Applicant
New York, NY, USA
In-Office
75K-90K Annually
Senior level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Powering the modern savings economy for financial advisors, businesses, government agencies, and savers.
The Role
Owns go-to-market sales acceleration through executive reporting, sales campaign management, ROI and sales-cycle analysis, commission and quota workflows, funnel automation, and scalable dashboards. Partners with GTM and FP&A teams to improve distribution efficiency, guide investments, and drive revenue growth. The role is hybrid and based in New York City.
Summary Generated by Built In

Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. 
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

Who Are We Looking For?

We are seeking an ambitious and detail-oriented Associate, Go-to-Market Sales Strategy & Analytics to play a pivotal role in enhancing our go-to-market strategy. This role is equally execution-oriented and analytical – the ideal candidate will spend many days jumping between high-leverage tactical projects, and some days head-down performing deep analyses to inform strategic decisions. Reporting directly to the VP of Workplace Distribution in close partnership with our GTM manager, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals.

In this role, your work will include building and enhancing reporting tools, managing and optimizing sales campaigns, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively. You will also own critical aspects of financial planning, including managing commission and quota-related initiatives.

What Will You Be Doing?

  • Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
  • Manage sales outreach campaigns – own the population segmentation and implementation  of sales copy, automations, and retroactive analyses to make teams more efficient and drive revenue expansion. 
  • Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
  • Partner with FP&A to manage commission structures, quotas, and related financial workflows.
  • Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
  • Partner with the GTM team to craft automations connecting the end-to-end funnel, ensuring leads move efficiently through each stage and performance can be analyzed to drive continuous improvement.
  • Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Sigma, and Claude
  • Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.

Requirements

  • 2 years of applicable experience in a fast paced dynamic GTM role.
  • Demonstrable experience executing at an exceptionally high level. We don’t care whether it was earning many promotions in a prior job or growing a side-hustle while in college – what matters is a demonstrated track record of doing exceptional work, quickly and consistently. 
  • Experience working with and drawing insights from spreadsheets and data tables. This role will require working in spreadsheets, Salesforce, and Sigma BI. You’ll be taking data from many places and figuring out what it all means. 
  • Demonstrated AI fluency. You intuitively understand what sorts of things should be trusted to AI, what sorts of things shouldn’t be trusted to AI, and how quickly that line is changing.

This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $75K - $90K 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 NY and other similar metro areas and may differ based on where the role is ultimately hired.

Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

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.

Skills Required

  • At least 2 years of applicable experience in a fast-paced, dynamic go-to-market role
  • Demonstrated history of executing at an exceptionally high level and delivering consistently excellent work
  • Experience working with spreadsheets and data tables to draw actionable insights
  • Experience working with Salesforce and Sigma BI
  • Demonstrated AI fluency and judgment regarding appropriate AI use

Vestwell Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.

  • Retirement Support Company materials highlight a 'great 401(k)' with employer contributions. Feedback suggests a 3% non‑elective contribution with immediate vesting and broad eligibility, including part‑time staff and interns.
  • Healthcare Strength Company sources cite competitive health coverage and a company‑sponsored HSA funded by monthly employer contributions. Older posts referenced covering 100% of benefits, though current specifics should be confirmed during an offer process.
  • Parental & Family Support Employer communications describe 16 weeks of paid parental leave with a reduced‑schedule ramp‑back on return. Feedback suggests parental leave is viewed positively relative to other benefit categories.

Vestwell Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Redcliffe
500 Employees
Year Founded: 2016

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.

Gallery

Gallery

Similar Jobs

Hybrid
2 Locations
289097 Employees

Mastercard Logo Mastercard

Senior Counsel

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Hybrid
Harrison, NY, USA
38800 Employees
204K-325K Annually

Mastercard Logo Mastercard

Vice President, Token Authentication Solutions

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Hybrid
New York, NY, USA
38800 Employees
245K-391K Annually

Mastercard Logo Mastercard

Controller

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Hybrid
Harrison, NY, USA
38800 Employees
163K-269K Annually

Similar Companies Hiring

Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Revel.io Thumbnail
Aerospace • Hardware • Robotics • Software
US
50 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software • Productivity
US
15 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account