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Vestwell · 23 hours ago

Senior Associate, Revenue Operations

New York, NY

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $85K/yr

2+ years exp

Vestwell is a financial technology company powering the new savings economy. The Senior Associate, Revenue Operations will play a fundamental role in optimizing systems, processes, and analytics that support Vestwell's Go-To-Market teams, contributing to the company's ambitious objectives.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement

Comp. & Benefits

Responsibilities

Generate on-demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams

Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency

Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems

Partner closely with Sales, Marketing, Product, and other stakeholders to align RevOps initiatives with business goals

Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms

Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation solutions to support GTM effectiveness

Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems

Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes

Thrive in a fast-paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results-oriented approach

Qualification

SalesforceRevenue OperationsData AnalysisExcel/Google SheetsSales Automation ToolsProactive AttitudeInterpersonal SkillsCommunication SkillsDetail-orientedTime Management