Vice President of Special Markets, Vestwell
PEO
$110-120k
+ Performance based bonus + Company Bonus Pool + New hire equity. Salary range is applicable to New York only and may vary for other locations
More information about location
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$110-120k
+ Performance based bonus + Company Bonus Pool + New hire equity. Salary range is applicable to New York only and may vary for other locations
More information about location
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- 10+ years of B2B sales experience, with a minimum of 5 years in a relevant industry (PEO, HRO, and/or Financial Services
- Proven success selling into PEOs, HROs, or similar employer-services channels strongly preferred
- Demonstrated track record of building and scaling enterprise/channel sales teams and consistently exceeding revenue targets
- Deep understanding of the PEO ecosystem, including decision-making structures, sales motions, and economics of PEO-delivered benefits or retirement solutions
- Experience managing complex, long-cycle deals with C‑level executives and multiple internal and external stakeholders
- Strong command of CRM and sales analytics tools, with a disciplined approach to forecasting and pipeline management
- Exceptional communication, and executive presence, with the ability to influence internally and externally at the highest levels
- Bachelor's degree or the equivalent combination of education and relevant experience
What the job involves
- The Vice President of Special Markets is responsible for leading revenue growth through the Professional Employer Organization market, owning strategy, execution, and team leadership for PEO distribution and strategic alliances
- This role combines enterprise-channel sales leadership, partner development, and hands-on deal execution with top PEOs and their internal sales teams
- The VP, Special Markets will report to the Divisional Vice President of Special Markets
- Develop and own the go-to-market strategy for the PEO channel, including target segments, positioning, and multi-year revenue and growth plans
- Build, lead, and coach a developing sales organization focused on PEO relationships (e.g., channel managers, partner success, sales engineers as needed)
- Source, negotiate, and close new strategic PEO partnerships while deepening relationships and share of wallet with existing PEO partners
- Partner closely with marketing to build campaigns, enablement, and jointly owned pipeline targets for PEO executive sponsors and field sales
- Support sales processes for PEO acquisition and expansion, including account planning, pipeline management, forecasting, and executive deal reviews
- Establish PEO-specific KPIs (e.g., active PEO partners, attach rate, plans per PEO, “revenue per seat”) and ensure consistent achievement of quarterly and annual targets
- Collaborate with product and operations to ensure offerings, pricing, and service models are competitive and operationally scalable for PEOs
- Represent the company with individual PEO C‑suite stakeholders as well as at industry events, positioning the firm as a strategic retirement/benefit and fintech partner
- Optimize CRM usage and plans that align the team around PEO growth and profitability
- Provide clear, data-driven reporting and revenue insights to the executive team and board, including risks, opportunities, and resource needs
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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