Senior Associate, Revenue Operations

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

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more,

We are looking for a Revenue Operations Associate to help us expand the Rev Ops function at Vestwell! Reporting to the Revenue Operations Sr. Manager, you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team. As an ideal candidate, you have experience in a high‑growth environment. You’re thrilled by the challenge of building and perfecting the operational tempo of a high‑performing partnership for your team, the larger sales team, and the Vestwell organization as a whole.

You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast‑paced environment. We’re a growth‑stage startup after all. Driven by a fresh perspective and entrepreneurial spirit.

As a Senior Associate, Revenue Operations (Rev Ops), you will serve as a strategic, individual contributor responsible for optimizing systems, processes, and analytics that support Vestwell’s Go-To-Market (GTM) teams. This role requires independent judgment, cross‑functional collaboration, and the ability to translate complex data into actionable insights that drive efficiency, scalability, and business outcomes.

• Reporting & Analytics: Generate on‑demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams.
• Process & Systems Optimization: Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency.
• Rev Ops Administration: Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems.
• Cross‑Functional
  
  Collaboration:
  
  Partner closely with Sales, Marketing, Product, and other stakeholders to align Rev Ops initiatives with business goals.
• System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms.
• Territory & Automation Tools: Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation 금 to support GTM effectiveness.
• Continuous Improvement: Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems.
• Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes.
• High‑Growth Mindset: Thrive in a fast‑paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results‑oriented approach.

• 2‑4 years of experience in Revenue Operations, Sales Operations or a related analytical or technical role
• Strong proficiency in Salesforce (admin‑level knowledge preferred), Excel/Google Sheets (e.g., using pivot tables and VLOOKUPs)
• Ability to analyze complex datasets and present insights in a clear, actionable manner
• Passionate about identifying inefficiencies and implementing scalable solutions
• Excellent interpersonal, verbal and written communication skills with the ability to work cross‑functionally
• Comfortable working in a…