Apply on Employer Site

Vestwell · 1 day ago

Director, Enterprise Relationship Management

New York, NY

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $135K/yr

7+ years exp

Vestwell is a financial technology company powering the new savings economy, based in New York City. They are seeking a Director of Enterprise Relationship Management to support strategic and enterprise partnerships, focusing on managing relationships and driving revenue growth for their platform.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement

Comp. & Benefits

Responsibilities

Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives

Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral. Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities

Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible

Collaborate with the team to ensure implementation and ongoing partnership strategies are optimized to enable Vestwell to achieve its Enterprise goals

Support the timely and successful delivery of our solutions according to our partners’ needs and objectives

Drive program management efforts with enterprise and strategic partners, ensuring optimal support structure is in place, identifying new revenue opportunities via partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc)

Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements

Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives

Drive business requirements, scope, and resource alignment for partner specific initiatives, including project plan, workstreams, and timelines

Own successful delivery of partner specific initiatives, ensuring objectives are met, risks mitigated, and expected outcomes are achieved

Qualification

Client-facing experienceProject managementFinancial Services SaaSAsana proficiencyExcel proficiencyPowerPoint proficiencyEntrepreneurial spiritCommunication skillsProblem-solving skillsOrganizational skillsSelf-starterCritical thinking