Analyst, Sales Operations
VestwellHighlight
Summary
About the Role
About You
- Bachelor's degree or equivalent professional experience.
- 2-3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
- Hands-on experience with Salesforce CRM.
- Strong attention to detail and ability to manage high-volume, transactional work.
- Strong communication and follow-up skills.
- Experience supporting a deal desk or contracting workflow.
- Familiarity with post-sale change management processes.
- Salesforce Admin experience or certification.
- Prior experience supporting sales teams directly.
- Exposure to financial services, fintech, or private markets.
Benefits
- Competitive health coverage and generous vacation offering.
- Hybrid office policy with flexible workspace options.
- Participation in the Company Bonus Pool and eligibility for new hire equity.
- Great 401(k) plan.
Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness and savings programs to close the savings gap. As an extension of its partners, Vestwell enables a suite of programs focused on the most critical aspects of one's financial future, including retirement, healthcare, disability, and education needs - such as 401(k), 403(b), IRA, 529 College, ABLE disability, and Emergency Savings programs. Today, Vestwell enables over 350,000 businesses and well over a million active savers, with over $30 billion in assets saved in all 50 states. To learn more, visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified savings and investing programs using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.