Senior Associate, Revenue Operations
Vestwell
WHO ARE WE?
There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.
Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.
Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.
Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.
As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
WHY VESTWELL?
With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.
WHO ARE WE LOOKING FOR?
The Revenue Operations (RevOps) team exists to serve as a catalyst to effectively align Vestwell’s strategy, process, workflows, data, analysis and technology between departments which include product, marketing, sales and customer success. Breaking down barriers between teams; the department designs and deploys frameworks to optimize the go to market teams ability to execute against a common set of goals, processes and metrics. Members of the RevOps team serve as cross-functional advocates that enable greater transparency, improved communication and reliable data exchanges. Successful execution results in cohesive systems and operational efficiencies that streamline the buyer’s journey, leading to more aligned and long-term customer engagement, increased ARR and reduced churn.
The RevOps team is seeking an ambitious individual to join this dynamic and agile team to work alongside the RevOps management team to support reporting, integrations, alignment of processes and participate in cross functional projects. The ideal candidate is able to call upon their experience as a RevOps practitioner and demonstrate how they have supported alignment, processes and increased the accuracy and use of metrics within a go to market ecosystem, preferably a high growth SaaS organization.
A person who would thrive in this role has strong communication, analytical and project management skills. You must have the interpersonal skills, attention to detail and ability to effectively identify opportunities to leverage first principles thinking. Within this role, you will be given significant agency to work independently and suggest respective approaches for achieving your goals, requiring you to exercise good judgment, independently build consensus across several stakeholders, and succeed by your ability to drive results.
WHAT WILL YOU BE DOING?
- Leverage data to build meaningful and reliable reporting that can be leveraged to develop insights to support the increase of sales velocity.
- Understand how and ensure that requests and activities promote scalable and sustainable growth.
- Build and maintain lead and campaign models to drive inbound and outbound selling motions as well as strategic sales initiatives.
- Bring data to light to inform thoughtful decision making.
- Construct and maintain data flows across platforms within the go to market tech stack, partnering with functional leaders to ensure teams can easily access and ingest live tracking around their goals and performance.
- Perform ad hoc analysis in order to better surface, brainstorm, and implement solutions that improve company metrics and attainment of team goals.
- Contribute to continuous improvement and development of revenue operations processes.
- Design, build, certify data and maintain a robust reporting ecosystem and business intelligence dashboards.
REQUIREMENTS
- 2-5 years of experience in a high-growth enterprise SaaS company
- Proficiency in Excel and Powerpoint
- Experience with a modern go to market tech stack (Salesforce, Gong, Apollo, Chilipiper, Sales Navigator, Salesloft, Clari, LeanData or equivalent software platforms).
- Ability to partner with Enablement, SalesOps, Marketing, and cross functional leaders to adopt the best use of the above tech stack and align efforts.
- Familiar with sales processes and industry best practices within a Revenue Operations ecosystem inclusive of revenue forecasting.
- Ability to conduct regular audits to identify and resolve errors or data issues to ensure data integrity and hygiene.
- Experience building dashboards, and reports with complex key metrics such as KPIs, revenue, lead conversion, retention rates in Salesforce and other analytical tools such as Tableau.
- Experience in analyzing data, and identifying trends with the above data reports and dashboards to improve performance.
- Preferred experience in Salesforce with administrative capabilities and implementation of techstack integrations.
- Experience working within a sprint framework to execute and manage against objectives (jira, gitlab, etc).
- Strong project management, analytical, and collaboration skills with the ability to manage and prioritize multiple projects and tasks.
- Proven ability to effectively create and manage relationships across an organization through excellent communication and EQ.
- Former experience in a high growth SaaS enterprise start-up.
This role will be based in Phoenix, AZ for a hybrid work environment.
The expected base salary range for this position is $75K - $85K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
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