Senior Associate, Vestwell

• As an ideal candidate, you possess a strong mix of analytical and creative skills, a drive for results, and an eagerness to solve complex challenges in a dynamic, high-growth environment. You are excited about the opportunity to learn our product suite, streamline operational workflows, and take ownership of critical campaigns and initiatives
• Experience preferably in a business development, sales, or marketing role
• Strong organizational work ethic, with the ability to balance multiple projects and goals without micromanagement
• Strong aptitude for writing and creating content, from internal training materials and project roadmaps to external marketing material and email campaigns
• Demonstrated ability to organize, support and guide multiple team members via clear written and oral communication
• Good knowledge of Salesforce, comfort level with other sales technology including Hubspot, Salesloft, Zoominfo, Slack, and LinkedIn Sales Navigator
• Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily

Desirable

• We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our sales infrastructure, with a focus on lead activation and sales enablement
• This role will enable you to make a significant impact on our team’s ability to drive revenue, enhance operational efficiency, and scale effectiveness. Reporting directly to the Sales Strategy Director, you will collaborate across teams to deliver measurable outcomes aligned with our 2025 goals
• Launch, coordinate, and manage multi-channel lead activation campaigns aimed at booking meetings and generating new business opportunities for sales
• Oversee content creation and development in support of lead activation campaigns
• Lead the ongoing management and sales enablement efforts for discounts and promotions
• Manage updates and enhancements to product pricing, ensuring alignment with business objectives
• Provide ad-hoc support for a variety of sales strategy and enablement initiatives
• Draft content for key initiatives, including presentations, project roadmaps, and strategic memos

• 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