Senior Partner Success Associate, Vestwell

• 3-5 years of experience in a client-facing role
• Experience working with Third Party Administrators (TPAs) and Professional Employer Organizations (PEOs)
• Strong commitment to delivering superior service
• Ability to collaborate effectively across teams
• Open to working in a fast-paced environment
• Positive and proactive attitude
• Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office
• Excellent attention to detail and accuracy

Desirable

• Vestwell is expanding, and we’re excited about adding a Senior Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America
• At a high level, we’re looking for someone who pays attention to detail, possesses excellent communication and problem-solving skills, can effectively manage multiple priorities simultaneously, and is a confident self-starter
• Ideally, you have spent at least 3-5 years in a client-facing role
• A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless
• Our team’s primary objective is to establish strong relationships with partners, positioning ourselves as an integral part of their practice and a key contributor to their success in the retirement space
• As a Senior Partner Success Associate, you will play a pivotal role in supporting our team in reaching this objective, understanding our partners' goals, and driving repeat business
• Our partners consist of individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, as well as PEOs
• Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation
• Managing a small book of business consisting of Partner relationships
• Supporting the team in meeting our KPIs, including repeat business by partners, NPS, and Churn
• Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks
• Partnering with Success Managers and/or partners to conduct education meetings for plan participants
• Supporting the creation and maintenance of a comprehensive wiki and knowledge base for the team
• Managing administrative requests from partners, as well as maintaining and updating records within our CRM
• Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow-up completion
• Work closely with product and other internal stakeholders on platform enhancements tied to new legislation and ongoing quality control
• Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed

• 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