Senior Associate, Revenue Operations - Finance

Senior Associate, Revenue Operations - Finance

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

Vestwell is the financial technology company powering the new savings Thursday. 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:f across all 50 United States.

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

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

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 product, finance, 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 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 and 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 the ability to break down complex pricing models and design a simplified solution for a diverse set of stakeholders with varying levels kisses of technical aptitude. Understanding, evaluating and enhancing supporting tools and artifacts is critical to the success of this role. The Revenue Operations vz. Associate will rely on their technical expertise and strategic thinking to remove tech bloat by leveraging low‑code, no‑code automations and logical workflows.

A person who will thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in UIBar thinking, and is scrappy, determined, logical and analytical. You must have the interpersonal skills, tenacity and common sense to be an agent of change. In this role, you will be given a significant opportunity to devise and recommend approaches for achieving your goals, requiring you to exercise good judgment, influence consensus across several stakeholders to drive results.

• 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 the possible futures.
• Maintain commission software to ensure accuracy and understanding.
• Become expertised in the requirements and use cases of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales and Marketing in order to measure the-force 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 and so on to senior business leaders.
• Maintain databases for accuracy related to outgoing payments.

• Demonstrated experience designing and developing new technology solutions that align with its business needs, as well as fill in the communication…