New Senior Associate, Revenue Operations, Vestwell
Finance
$70-85k
+ Equity
The modern savings platform
Job no longer available
The modern savings platform
501-1000 employees
Job no longer available
$70-85k
+ Equity
501-1000 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- The ideal candidate is able to call upon their ability to break down complex pricing models and design a simplified solution for a diverse set of stakeholders with varying levels of technical aptitude
- A person who will thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in systems thinking, and is scrappy, determined, logical, and analytical
- You must have the interpersonal skills, tenacity, and common sense to be an agent of change
- Demonstrated experience designing and developing new technology solutions that align with its business needs, as well as fill in the communication gap between technical and non-technical experts
- Proficient in writing and optimizing mathematical formulas and expressions using Salesforce formula fields, validation rules, and workflow logic
- Knowledge and experience working with billing and commission software
- Ability to extrapolate the desired target state by framing and proposing architectural solutions to department peers
- Ability to develop a deep level of understanding and experience owning CRM, billing and commission systems
- Adept/Proficient understanding of Salesforce
- Ability to learn and become very proficient in SFDC and other financial tech stack platforms
- Comfortable writing business requirements documentation
- Ability to differentiate between scalable solutions and when exceptions cannot be made to existing processes
- Ability to quickly grasp new concepts across a wide variety of technologies and domains
- An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level
- Maintain a continuous-improvement attitude; able to seek out and implement internal or external best practices, to problem-solve in ambiguous situations, and to thoughtfully earn trust
- Exceptionally driven with an insatiable curiosity for business improvement
What the job involves
- The Revenue Operations (RevOps) team exists to serve as a catalyst to effectively align Vestwell’s strategy, process, workflows, data, analysis and technology between departments which include product, finance, marketing, sales and customer success
- Breaking down barriers between teams; the department designs and deploys frameworks to optimize the go to market teams ability to execute against a common set of goals, processes and metrics
- Members of the RevOps team serve as cross-functional advocates that enable greater transparency, improved communication and reliable data exchanges
- Successful execution results in cohesive systems and operational efficiencies that streamline the buyer’s journey, leading to more aligned and long-term customer engagement, increased ARR and reduced churn
- The RevOps team is seeking an ambitious individual to join this dynamic and agile team to develop and deploy effective financial solutions, while demanding parity between systems that are optimized inclusive of the UI and UX will materially impact the organization’s ability to execute its objectives, track metrics and bolster its revenue generating efforts
- Understanding, evaluating and enhancing supporting tools and artifacts is critical to the success of this role
- The Revenue Operations Financial Associate will rely on their technical expertise and strategic thinking to remove tech bloat by leveraging low code, no code automations and logical workflows
- In this role, you will be given a significant opportunity to devise and recommend approaches for achieving your goals, requiring you to exercise good judgment, influence consensus across several stakeholders to drive results
- Ensure the pricing models that are being sold effectively and accurately transfer into various billing systems
- Maintain ARR calculations for all pricing models to support revenue forecasting, reporting, and commission attainment
- Proactively analyze pricing structures to prepare the systems to handle the possible futures
- Maintain commission software to ensure accuracy and understanding
- Become expertised in the requirements and use cases of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales and Marketing in order to measure the effectiveness of existing and potential solutions which will unlock optimization and scale
- Constantly manage work stream prioritization across teams, communicating status risks, changes of program milestones, etc. to senior business leaders
- Maintain databases for accuracy related to outgoing payments
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. 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.
With over 2 million savers and 350,000 businesses served, Vestwell now manages over $50 billion in assets. It has raised significant funding, with the latest raise seeing the company double its valuation. This capital supports expanded distribution across all channels, and the wider provision of more sophisticated, professionally managed investment solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2026
$385m
SERIES E
Dec 2023
$125m
SERIES D
Total funding: $622.5m
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
(CEO, Chairman & Founder)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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