Sales Operations Manager, Vestwell
$90-110k
+ Bonus Pool + New Hire Equity
The modern savings platform
Job no longer available
The modern savings platform
201-500 employees
Job no longer available
$90-110k
+ Bonus Pool + New Hire Equity
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- We are seeking a dynamic and detail-oriented Sales Operations Manager to join our team at Vestwell
- This is an exciting opportunity for a strategic thinker who thrives in a fast-paced environment and is passionate about driving operational excellence across sales teams
- Bachelor’s Degree or equivalent experience
- 4+ years of relevant experience in sales operations, revenue operations
- Advanced Excel, PowerPoint, Google sheets and Google slides skills
- Experience with Salesforce CRM
- Comfortable analyzing large data sets and using insights to make informed decisions
- Familiarity with sales concepts and metrics
- Understanding of basic financial principles and terminology
- Excellent organization and follow up skills
- Ability to thrive in a dynamic and fast paced startup environment
- Intellectual curiosity and a willingness to learn
What the job involves
- The Sales Operations team at Vestwell is growing to meet the needs of our scaling organization, playing a critical role in driving our firm’s objectives forward
- As manager, you will serve a vital role in the team’s link between Sales Effectiveness Leadership, Revenue Operations, Marketing, and our various Sales Teams
- As Manager, you will have the opportunity to serve as a leader to drive progress towards Sales Operations goals with junior resources on the team
- In this role, you will be responsible for managing a range of sales operations functions that directly impact the performance and efficiency of our sales teams
- You’ll lead the front-end sales operations team, maintain and enhance our Salesforce CRM, optimize sales processes, and ensure smooth territory planning and outreach infrastructure
- Additionally, you’ll leverage data analysis to provide actionable insights, assist with goal setting, and document best practices to streamline operations
- Front End Sales Operations Team: Manage front end sales operations team responsible for servicing ad-hoc sales team requests, proposal construction, and platform portal creation mid-funnel
- CRM Maintenance & Development: Maintain Salesforce data quality via management of continuous improvement requests with Revenue Operations. Build a streamlined and scalable program for identification, requirements writing, and roadmapping of such requests which lead to continuously improving CRM
- Sales Process Optimization: Collaborate with Sales Effectiveness Leadership, Product, Marketing, Revenue Operations, Finance and Sales to streamline processes and increase cross-team collaboration
- Territory Planning & Maintenance: Manage Vestwell’s multi-channel territory management model and tech stack, working closely with sales leaders to align on changes and drive model performance
- Architect Outreach Infrastructure: Lead in planning and producing advanced dynamic sequences which form the backbone of scalable lead funnel sales activity throughput
- Data Analysis: Drive analysis and interpretation of data to identify trends in areas such as forecasting, conversion rates, speed to lead, and funnel performance to provide actionable insights for sales leadership in a scalable fashion
- Team Goal Planning: Work with Sales Leadership and Finance to assist in high level planning and goal setting for teams. Streamline reporting and accountable communication on progress towards these goals
- Process Documentation: Document and maintain sales processes, procedures, and best practices
Application process
- It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
- Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
- Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
- We prioritize transparency and lack of surprise throughout the process
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. And programs like the Amazon Delivery Service Partner pooled employer plan and state-run auto-IRA initiative show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(Founder & CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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