The modern savings platform for everyone
Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...
Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...
Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...
Vestwell • New York, NY | Austin, TX | King of Prussia, PA | Phoenix, AZ
Vestwell is seeking a Senior Associate in Revenue Operations to optimize cross-departmental strategies and processes. You'll work closely with finance, marketing, sales, and customer success teams to enhance operational efficiencies. This role requires strong analytical skills and experience in revenue operations.
You have a strong background in revenue operations, ideally with 5+ years of experience in a fintech or technology environment. You understand the importance of aligning strategy, processes, and workflows across various departments, including finance, marketing, and sales. Your analytical mindset allows you to leverage data to drive decision-making and improve operational efficiencies. You are a natural communicator, able to break down barriers between teams and foster collaboration. You thrive in environments where you can advocate for transparency and reliable data exchanges, ensuring that all stakeholders are aligned towards common goals.
Experience with financial technology platforms is a plus, as is familiarity with tools that enhance operational workflows. You have a knack for designing frameworks that optimize team performance and improve the buyer's journey. Your ability to analyze complex data sets and derive actionable insights will set you apart in this role.
In this role, you will serve as a catalyst for aligning Vestwell’s strategy and processes across departments. You will work closely with product, finance, marketing, sales, and customer success teams to design and deploy frameworks that enhance operational efficiencies. Your responsibilities will include analyzing workflows and identifying areas for improvement, ensuring that all teams are equipped to execute against a common set of goals and metrics. You will facilitate communication between departments, advocating for transparency and collaboration to streamline processes. Your efforts will lead to cohesive systems that enhance the buyer's journey and improve overall customer satisfaction.
Vestwell provides a dynamic work environment where innovation is encouraged. You will have the opportunity to work with a diverse team dedicated to redefining the savings economy. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in making a meaningful impact in the financial technology space, helping businesses and individuals achieve their savings goals.
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