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
Who Are We Looking For?
We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our sales infrastructure, with a focus on lead activation and sales enablement. This role will enable you to make a significant impact on our team’s ability to drive revenue, enhance operational efficiency, and scale effectiveness. Reporting directly to the Sales Strategy Director, you will collaborate across teams to deliver measurable outcomes aligned with our 2025 goals.
As an ideal candidate, you possess a strong mix of analytical and creative skills, a drive for results, and an eagerness to solve complex challenges in a dynamic, high-growth environment. You are excited about the opportunity to learn our product suite, streamline operational workflows, and take ownership of critical campaigns and initiatives.
What Will You Be Doing?
- Launch, coordinate, and manage multi-channel lead activation campaigns aimed at booking meetings and generating new business opportunities for sales.
- Oversee content creation and development in support of lead activation campaigns.
- Lead the ongoing management and sales enablement efforts for discounts and promotions.
- Manage updates and enhancements to product pricing, ensuring alignment with business objectives.
- Provide ad-hoc support for a variety of sales strategy and enablement initiatives.
- Draft content for key initiatives, including presentations, project roadmaps, and strategic memos.
Requirements:
The Necessities
- Experience preferably in a business development, sales, or marketing role.
- Strong organizational work ethic, with the ability to balance multiple projects and goals without micromanagement.
- Strong aptitude for writing and creating content, from internal training materials and project roadmaps to external marketing material and email campaigns.
- Demonstrated ability to organize, support and guide multiple team members via clear written and oral communication.
- Good knowledge of Salesforce, comfort level with other sales technology including Hubspot, Salesloft, Zoominfo, Slack, and LinkedIn Sales Navigator.
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily.
The Extras
- Financial services or fintech experience
- Understanding of the defined contribution space is a plus.
This role will be based in Vestwell’s New York Phoenix, Austin, or King of Prussia 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 $80K - $90K. 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.
Top Skills
What We Do
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers.
Vestwell is at the forefront of change in the $33T+ workplace savings industry. Through our platform and industry partners, we are on a mission to democratize access to savings programs for the 30M+ small businesses across the country.
Why Work With Us
Vestwell has backing from leading fintech and strategic investors and a growing team of superstar professionals. Our mission is to provide a unified workplace savings platform, while closing the savings gap across the country. It's a massive, complex challenge to solve, and we have an incredible team to do it.
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