Vestwell · 1 day ago
VP, Special Markets - PEO
Vestwell is a financial technology company powering the new savings economy, enabling over 350,000 businesses and nearly 1.5 million active savers. The Vice President of Special Markets will lead revenue growth through the Professional Employer Organization market, focusing on strategy, execution, and team leadership for PEO distribution and strategic alliances.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Develop and own the go-to-market strategy for the PEO channel, including target segments, positioning, and multi-year revenue and growth plans
Build, lead, and coach a developing sales organization focused on PEO relationships (e.g., channel managers, partner success, sales engineers as needed)
Source, negotiate, and close new strategic PEO partnerships while deepening relationships and share of wallet with existing PEO partners
Partner closely with marketing to build campaigns, enablement, and jointly owned pipeline targets for PEO executive sponsors and field sales
Support sales processes for PEO acquisition and expansion, including account planning, pipeline management, forecasting, and executive deal reviews
Establish PEO-specific KPIs (e.g., active PEO partners, attach rate, plans per PEO, “revenue per seat”) and ensure consistent achievement of quarterly and annual targets
Collaborate with product and operations to ensure offerings, pricing, and service models are competitive and operationally scalable for PEOs
Represent the company with individual PEO C‑suite stakeholders as well as at industry events, positioning the firm as a strategic retirement/benefit and fintech partner
Optimize CRM usage and plans that align the team around PEO growth and profitability
Provide clear, data-driven reporting and revenue insights to the executive team and board, including risks, opportunities, and resource needs
Qualification
Required
10+ years of B2B sales experience, with a minimum of 5 years in a relevant industry (PEO, HRO, and/or Financial Services)
Proven success selling into PEOs, HROs, or similar employer-services channels strongly preferred
Demonstrated track record of building and scaling enterprise/channel sales teams and consistently exceeding revenue targets
Deep understanding of the PEO ecosystem, including decision-making structures, sales motions, and economics of PEO-delivered benefits or retirement solutions
Experience managing complex, long-cycle deals with C‑level executives and multiple internal and external stakeholders
Strong command of CRM and sales analytics tools, with a disciplined approach to forecasting and pipeline management
Exceptional communication, and executive presence, with the ability to influence internally and externally at the highest levels
Bachelor's degree or the equivalent combination of education and relevant experience
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Recent News
2025-12-23
Pulse 2.0
2025-12-21
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