Senior Associate, Account Manager

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.

We are looking for a dynamic and experienced Account Manager to join our team. The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.

In addition, the Account Manager will have the flexibility to jump into other service teams and provide coverage and support as needed. Our mission-driven service teams are often the first point of contact for customers, so we are interested in hiring individuals with a passion for providing memorable client experiences with the ability to make quick and accurate decisions. As a Vestweller, you are a dynamic individual who will work cross-functionally across teams to communicate and facilitate resolutions for any client satisfaction issues.

As a Senior Associate, Employer Services Account Manager, you will act as a strategic, independent contributor responsible for managing and growing high-value employer client relationships. This role requires sound judgment, strategic thinking, and autonomy to resolve complex plan and service issues. You will serve as a trusted advisor to clients while collaborating cross-functionally to deliver a seamless, high-quality service experience.

• Client Relationship Management:
  Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries.
• Strategic Advisory:
  Work closely with clients to understand business goals and challenges, identifying opportunities to introduce additional Vestwell products and solutions.
• Cross-Functional Collaboration:
  
  Partner with internal teams—including Product, Operations, and Legal & Compliance—to resolve complex client issues, elevate when appropriate, and ensure client needs are met efficiently.
• Proactive Outreach & Service Optimization:
  Conduct proactive outreach to identify service gaps, platform opportunities, and relay the voice of the client to internal stakeholders.
• Process & Playbook Development:
  Design and document account management processes, playbooks, and resources to improve operational efficiency and support team growth.
• Problem Solving & Escalation Management:
  Handle escalated complaints, troubleshoot complex issues, recommend solutions, and coordinate with Legal and Compliance when necessary.
• Client Communication & Trust-Building:
  Serve as the primary point of contact for inbound client inquiries, communicating clearly, professionally, and empathetically to foster long-term relationships.
• Documentation & Reporting:
  Maintain accurate records of client interactions, service tickets, and account updates in internal systems to ensure transparency, continuity, and audit readiness.
• Service Level Adherence & Workload Management:
  Prioritize and manage workload effectively, meeting client-facing and internal Service Level expectations while exercising independent judgment.

The Necessities:

• College degree and/or equivalent customer service experience
• 2-4 years of retirement industry experience required
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Strong time management and organizational skills to ensure the timeliness of…