Senior Associate, Partner Success

Who Are We Looking For?

Vestwell is expanding, and we’re excited about adding a Senior Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, possesses excellent communication and problem-solving skills, can effectively manage multiple priorities simultaneously, and is a confident self-starter. Ideally, you have spent at least 3-5 years in a client-facing role.
What Will You Be Doing?

A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless. Our team’s primary objective is to establish strong relationships with partners, positioning ourselves as an integral part of their practice and a key contributor to their success in the retirement space. As a Senior Partner Success Associate, you will play a pivotal role in supporting our team in reaching this objective, understanding our partners' goals, and driving repeat business. Our partners consist of individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, as well as PEOs. 

Day-to-Day, You May Also Be Expected To:

• Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation.
• Managing a small book of business consisting of Partner relationships.
• Supporting the team in meeting our KPIs, including repeat business by partners, NPS, and Churn. 
• Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks.  
• Partnering with Success Managers and/or partners to conduct education meetings for plan participants. 
• Supporting the creation and maintenance of a comprehensive wiki and knowledge base for the team. 
• Managing administrative requests from partners, as well as maintaining and updating records within our CRM. 
• Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow-up completion. 
• Work closely with product and other internal stakeholders on platform enhancements tied to new legislation and ongoing quality control.
• Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed. 

Requirements

The Necessities:

• 3-5 years of experience in a client-facing role. 
• Experience working with Third Party Administrators (TPAs) and Professional Employer Organizations (PEOs).
• Strong commitment to delivering superior service.
• Ability to collaborate effectively across teams.
• Open to working in a fast-paced environment.
• Positive and proactive attitude.
• Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office.
• Excellent attention to detail and accuracy.

The Extras:

• Knowledge of retirement plans and financial products.
• ASPPA certifications or credentials. 

This role will be based in our New York City HQ, Austin, TX, or King of Prussia PA, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $70K - $80K 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 New York and other similar metro areas and may differ based on where the role is ultimately hired.