Sales Operations Manager

| Greater NYC Area
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Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.  

Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.  

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.


With backing from leading Fintech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.


  • Manage all aspects of sales process, systems, and metrics to grow revenue in partnership with the EVP of Revenue into whom you will report 
  • Administer Salesforce and any sales systems and tools
    • Make system and data enhancements in Salesforce to improve pipeline and client tracking for partnerships, advisor relationships, and plan sales
    • Implement changes to gather leads from marketing and enhance data quality in Salesforce
    • Support Salesloft, DocuSign, and any other systems meant to automate sales and contracting processes
    • Integrate DocuSign and other systems into salesforce to automate sales and contracting processes
    • Coordinate with marketing, product, and technical operations to understand downstream effects of any changes to systems
    • Setup Salesforce dashboards and reporting to EVP of Revenue 
  • Source and upload any prospect lists into Salesforce, with the input of marketing counterparts
  • Oversee sales and onboarding processes to improve sales cycle, drive efficiency, and success of partnerships
    • Set up an effective process to convert new leads and sell retirement plans
    • Help drive go-to-market strategy in partnership with EVP of Revenue 
    • Work with technical operations to create a smooth plan onboarding process 
    • Establish hand-off points to service teams once plans are sold
    • Ensure processes are effectively followed and find continuous enhancements
  • Build sales and onboarding processes for new partnerships
    • When new partnerships are signed, set up sales and onboarding processes with strategic partnership alongside product and partnership teams
    • Ensure Vestwell’s sales team and client’s sales team are effectively trained in process and systems
  • Set up and enhance business metrics and reporting to EVP of Revenue and sales team
    • Set up Salesforce dashboards and reports for EVP of Revenue 
    • Provide sales reporting to partners, such as asset managers
    • Integrate billing systems into Salesforce to improve revenue reporting 
  • Work with EVP of Revenue to assess hiring and budgeting plans to help grow the team
    • Post open positions and identify areas for new hires 
    • Onboard new hires within sales
    • Ensure new hires are set up correctly


The Necessities

  • Bachelor’s degree or equivalent work experience 
  • 5 -15 years relevant experience in B2B technology, FinTech, retirement plan, or financial services industries
  • Exceptional technical skills, with experience administering Salesforce and other sales systems and tools
  • Exceptional organizational skills
  • Ability to work in a fast-paced environment 
  • Energetic, positive, and incredibly trustworthy 
  • Self-starter who doesn’t need constant direction to jump in and drive 
  • Articulate, concise, eloquent communication skills to be the voice inwardly and outwardly 
  • Ability to work effectively and professionally with a wide range of personalities and roles from product development to platform development to clients 
  • Strong work ethic with the ability to work both independently and on a team.


We’re a growth-stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

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Technology we use

  • Engineering
  • Sales & Marketing
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SalesforceCRM


While we're remote-first through the summer of 2021, Vestwell is located in the heart of NYC, adjacent to Times Square.

An Insider's view of Vestwell

What are some social events your company does?

Vestwell does a wide array of social events. Before COVID, some of my favorites included a day trip to a vineyard in upstate NY, the Engineering team outing to Barcade, and the company holiday party. Since we went remote, some of our virtual events have included trivia, a tour of the Musee d’Orsay, and a pasta-making tutorial.


Jr. Software Engineer

How do you collaborate with other teams in the company?

I'm most impressed with the successful, enthusiastic collaboration that happens every day. In my role in Relationship Mgmt., I'm working with teams across Vestwell. I often bring unusual, time-sensitive, and high priority requests to my colleagues. I always hear "YES". "Yes, I can help.", "Yes, we can do this.", " Yes, we can figure this out".


Strategic Relationship Manager

How do your team's ideas influence the company's direction?

Vestwell is an amazing place to work. There is a clear vision and everyone works hard to achieve it without sacrificing culture. We are building something that is truly going to help people by making it easier to save for retirement. It's a pleasure to work with such a talented, driven, fun team every day. The snacks and ping-pong are a nice touch!


Product Manager

What are Vestwell Perks + Benefits

Vestwell Benefits Overview

We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, coffee, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home on Fridays.
Family Medical Leave
Adoption Assistance
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Vestwell hosts lunch and learn meetings once per month.
Cross functional training encouraged
Promote from within
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications
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