Senior Associate, Revenue Operations - Finance

Senior Associate, Revenue Operations – Finance

New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.

The Revenue Operations (Rev Ops) team exists to serve as a catalyst to effectively align Vestwell’s strategy, process, workflows, data, analysis and technology between departments which include product, finance, marketing, sales and customer success. Breaking down barriers between teams, the department designs and deploys frameworks to optimize the go‑to‑market team’s ability to execute against a common set of goals, processes and metrics.

Members of the Rev Ops 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 long‑term customer engagement, increased ARR and reduced churn.

The Rev Ops team is seeking an ambitious individual to join this dynamic and agile team to develop and deploy effective financial solutions, while demanding parity between systems that are optimized inclusive of the UI and UX will materially impact the organization’s ability to execute its objectives, track metrics and bolster its revenue‑generating efforts. The ideal candidate is able to call upon their ability to break down complex pricing models and design a simplified solution for a diverse set of stakeholders with varying levels of technical aptitude.

Understanding, evaluating and enhancing supporting tools and artifacts is critical to the success of this role. The Revenue Operations Financial Associate will rely on their technical expertise and strategic thinking to remove tech bloat by leveraging low‑code, no‑code automations and logical workflows.

• 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 possible futures.
• Maintain commission software to ensure accuracy and understanding.
• Become an expert 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.

• Demonstrated experience designing and developing new technology solutions that align with business needs, as well as filling 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 or proficient understanding of Salesforce.
• Ability to learn and become very proficient in SFDC and other financial tech stack platforms.
• 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…