Go-to-Market Sales Strategy & Analytics Associate, Vestwell
$75-90k
+ Eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company
Office located in Manhattan, NY
The modern savings platform
Be an early applicant
The modern savings platform
501-1000 employees
Be an early applicant
$75-90k
+ Eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company
Office located in Manhattan, NY
501-1000 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- 2 years of applicable experience in a fast paced dynamic GTM role
- Demonstrable experience executing at an exceptionally high level. We don’t care whether it was earning many promotions in a prior job or growing a side-hustle while in college – what matters is a demonstrated track record of doing exceptional work, quickly and consistently
- Experience working with and drawing insights from spreadsheets and data tables. This role will require working in spreadsheets, Salesforce, and Sigma BI. You’ll be taking data from many places and figuring out what it all means
- Demonstrated AI fluency. You intuitively understand what sorts of things should be trusted to AI, what sorts of things shouldn’t be trusted to AI, and how quickly that line is changing
What the job involves
- We are seeking an ambitious and detail-oriented Associate, Go-to-Market Sales Strategy & Analytics to play a pivotal role in enhancing our go-to-market strategy
- This role is equally execution-oriented and analytical – the ideal candidate will spend many days jumping between high-leverage tactical projects, and some days head-down performing deep analyses to inform strategic decisions
- Reporting directly to the VP of Workplace Distribution in close partnership with our GTM manager, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals
- In this role, your work will include building and enhancing reporting tools, managing and optimizing sales campaigns, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively
- You will also own critical aspects of financial planning, including managing commission and quota-related initiatives
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives
- Manage sales outreach campaigns – own the population segmentation and implementation of sales copy, automations, and retroactive analyses to make teams more efficient and drive revenue expansion
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments
- Partner with FP&A to manage commission structures, quotas, and related financial workflows
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains
- Partner with the GTM team to craft automations connecting the end-to-end funnel, ensuring leads move efficiently through each stage and performance can be analyzed to drive continuous improvement
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Sigma, and Claude
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc
Application process
- 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
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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