Sales Operations Analyst, Vestwell

• The ideal candidate is comfortable operating in a fast-paced, high-volume environment, enjoys jumping into ad-hoc requests, and takes pride in precision, follow-through, and operational excellence
• Bachelor’s degree or equivalent professional experience
• 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role
• Hands-on experience with Salesforce CRM
• Strong attention to detail and comfort managing high-volume, transactional work
• Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness
• Strong communication and follow-up skills, especially when working cross-functionally
• Proficiency in Excel / Google Sheets and basic reporting
• Comfort working in a fast-paced, evolving environment
• Exposure to financial services, fintech, or private markets

Desirable

• We are looking for a highly organized, detail-oriented Sales Operations Analyst to support Vestwell’s commercial engine across the full sales lifecycle — from contract execution through post-sale changes and ongoing data integrity
• This role sits at the center of Sales, Revenue Operations, Legal, Finance, and Customer teams, acting as a trusted operational partner that keeps deals moving, data clean, and processes running smoothly
• You will be responsible for supporting core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene
• Your work will help ensure that deals close efficiently, downstream teams have accurate information, and leadership can trust the data powering decisions
• You will partner closely with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record as Vestwell continues to scale
• Contracting Desk Support:
• Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation
• Ensure contract details align with approved pricing, terms, and internal policies
• Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions
• Ad-Hoc Sales Funnel Support:
• Support active opportunities by resolving data gaps, routing issues, and process blockers
• Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles
• Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests
• Post-Sale Change & Amendment Support:
• Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates
• Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems
• Maintain documentation and auditability of all post-sale modifications
• Data Hygiene & CRM Integrity:
• Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts
• Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records
• Support bulk data cleanup efforts using Salesforce tools and data loader as needed
• Cross-Functional Operational Support:
• Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership
• Assist with process documentation and continuous improvement of sales workflows
• Support system access, user provisioning, and basic Salesforce configuration requests as needed
• Partner Contracting Desk Support:
• Assisting with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records
• Helping review and clean partner data, update reporting/dashboards, and track key partnership KPIs
• Contributing to process documentation and pitching in on deal desk contracting during peak periods