Vestwell · 1 day ago
Senior Associate, Revenue Operations - Finance
New York, NY
Full-time
Hybrid
Senior Level
$70K/yr - $85K/yrVestwell is a financial technology company powering the new savings economy. The Revenue Operations Financial Associate will develop and deploy effective financial solutions, ensuring pricing models and billing systems are accurately aligned while optimizing operational efficiencies.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Ensure the pricing models that are being sold effectively and accurately transfer into various billing systems
Maintain ARR calculations for all pricing models to support revenue forecasting, reporting, and commission attainment
Proactively analyze pricing structures to prepare the systems to handle the possible futures
Maintain commission software to ensure accuracy and understanding
Become expertised in the requirements and use cases of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales and Marketing in order to measure the effectiveness of existing and potential solutions which will unlock optimization and scale
Constantly manage work stream prioritization across teams, communicating status risks, changes of program milestones, etc. to senior business leaders
Maintain databases for accuracy related to outgoing payments
Qualification
Required
Demonstrated experience designing and developing new technology solutions that align with its business needs, as well as fill in the communication gap between technical and non-technical experts
Proficient in writing and optimizing mathematical formulas and expressions using Salesforce formula fields, validation rules, and workflow logic
Knowledge and experience working with billing and commission software
Ability to extrapolate the desired target state by framing and proposing architectural solutions to department peers
Ability to develop a deep level of understanding and experience owning CRM, billing and commission systems
Adept/Proficient understanding of Salesforce
Ability to learn and become very proficient in SFDC and other financial tech stack platforms
Comfortable writing business requirements documentation
Ability to differentiate between scalable solutions and when exceptions cannot be made to existing processes
Ability to quickly grasp new concepts across a wide variety of technologies and domains
An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level
Maintain a continuous-improvement attitude; able to seek out and implement internal or external best practices, to problem-solve in ambiguous situations, and to thoughtfully earn trust
Exceptionally driven with an insatiable curiosity for business improvement
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.
Founded in 2016
201-500 employees
H1B Sponsorship
Vestwell has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (5)
2022 (3)
2021 (3)
2020 (2)
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
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
Company data provided by crunchbase