Vestwell · 5 months ago
Associate, Platform Engagement
New York, NY, US
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $80K/yr
2+ years expVestwell is a financial technology company that powers the new savings economy. The Platform Engagement Associate will be responsible for ensuring clients realize the value of the Vestwell platform by analyzing client engagement metrics and implementing strategies to enhance platform utilization and employee participation in retirement savings plans.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Client Engagement Analysis: Monitor and analyze client adoption of the Vestwell platform, with a focus on employee participation and contribution rates
Opportunity Identification: Identify clients with suboptimal platform engagement and assess the underlying causes, such as plan configuration issues, employer support gaps, or employee awareness challenges
Remediation Strategies: Develop and execute action plans to address low adoption rates, owning communication campaigns end-to-end, platform features, or operational adjustments
Data-Driven Insights: Track, analyze, and report key utilization metrics, creating dashboards and presentations for internal stakeholders and leadership
Client Advisory: Consult with clients on best practices for driving employee participation and optimizing plan configurations. Providing resources, toolkits, and offering enrollment meeting. Creating playbooks from learned practices to allow for scalability across our platform
Continuous Improvement: Recommend and program manage scalable improvements to processes, technology, and engagement strategies based on client feedback and data insights
Client Profitability Remediation : Work through the sponsor revenue and expense model to validate loss leaders. Identify and present remediation steps to improve profitability including payroll or operational changes, fee increases or termination of the relationship
Cross-Functional Collaboration: Demonstrated ability and flexibility to seamlessly transition between projects and workflows, contributing to various teams as needed to meet evolving business needs and priorities
Qualification
Required
2-4 years of experience in client engagement, business operations, product adoption, or strategic consulting
Strong understanding of retirement savings platforms, SaaS solutions, or financial services technology
Proven track record of analyzing client behavior and driving data-informed improvements
Experience in managing cross-functional initiatives to improve client outcomes
Exceptional communication and presentation skills, including the ability to synthesize data into actionable insights
Strong problem-solving skills with a structured approach to identifying and addressing challenges
Highly organized with the ability to manage multiple work streams simultaneously
Self-starter mentality, you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems
Preferred
Experience in a high-growth SaaS enterprise or fintech startup
Familiarity with retirement plan administration and workplace benefits
Comfort with data analysis tools and CRM systems
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.
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