Associate, Sales Operations

Associate, Sales Operations

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.

Who Are We Looking For?

We are looking for a highly organized, detail-oriented Sales Operations Analyst to support Vestwell's commercial engine across the full sales lifecycle from contract execution through post-sale changes and ongoing data integrity.

This role sits at the center of Sales, Revenue Operations, Legal, Finance, and Customer teams, acting as a trusted operational partner that keeps deals moving, data clean, and processes running smoothly. The ideal candidate is comfortable operating in a fast-paced, high-volume environment, enjoys jumping into ad-hoc requests, and takes pride in precision, follow-through, and operational excellence.

What Will You Be Doing?

You will be responsible for supporting core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene. Your work will help ensure that deals close efficiently, downstream teams have accurate information, and leadership can trust the data powering decisions.

You will partner closely with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record as Vestwell continues to scale.

Day-to-Day, You May Also Be Expected To:

• Contracting Desk Support
• Ad-Hoc Sales Funnel Support
• Post-Sale Change & Amendment Support
• Data Hygiene & CRM Integrity
• Cross-Functional Operational Support
• Partner Contracting Desk Support

Requirements

• Bachelor's degree or equivalent professional experience.
• 23 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
• Hands-on experience with Salesforce CRM.
• Strong attention to detail and comfort managing high-volume, transactional work.
• Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness.
• Strong communication and follow-up skills, especially when working cross-functionally.
• Proficiency in Excel / Google Sheets and basic reporting.
• Comfort working in a fast-paced, evolving environment.

The Extras

• Experience supporting a deal desk or contracting workflow.
• Familiarity with post-sale change management processes.
• Salesforce Admin experience or certification.
• Prior experience supporting sales teams directly.
• Exposure to financial services, fintech, or private markets.
• Experience with data cleanup, enrichment, or CRM governance initiatives.

This role will be based in our New York or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $55K - $70K base. 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 an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Our Process

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.