Senior Revenue Operations Associate, Vestwell

• 2-4 years of experience in Revenue Operations, Sales Operations or a related analytical or technical role
• Strong proficiency in Salesforce (admin-level knowledge preferred), Excel/Google Sheets (e.g. using pivot tables and VLOOKUPs)
• Ability to analyze complex datasets and present insights in a clear, actionable manner
• Passionate about identifying inefficiencies and implementing scalable solutions
• Excellent interpersonal, verbal and written communication skills with the ability to work cross-functionally
• Comfortable working in a fast-paced, start-up environment
• Exceptional analytical and detail-oriented aptitude; a high degree of accuracy is required
• Ability to manage time effectively, set priorities, and meet deadlines
• Familiarity with sales automation or GTM tools (Salesforce Territories, Maps, Salesloft, Outreach, Hubspot, LeanData, ZoomInfo, RingLead, or similar)
• Knowledge of Top-of-funnel and best practices, ability to build and maintain workflows

Desirable

• We are looking for a Revenue Operations Associate to help us expand the RevOps function at Vestwell
• Reporting to the Revenue Operations Sr
• Manager, you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team
• As an ideal candidate, you have experience in a high-growth environment
• More importantly, you’re thrilled by the challenge of building and perfecting the operational tempo of a high-performing partnership for your team, the larger sales team, and the Vestwell organization as a whole
• You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment
• We’re a growth stage startup after all
• Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit
• As a Senior Associate, Revenue Operations (RevOps), you will serve as a strategic, individual contributor responsible for optimizing systems, processes, and analytics that support Vestwell’s Go-To-Market (GTM) teams
• This role requires independent judgment, cross-functional collaboration, and the ability to translate complex data into actionable insights that drive efficiency, scalability, and business outcomes
• Reporting & Analytics: Generate on-demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams
• Process & Systems Optimization: Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency
• RevOps Administration: Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems
• Cross-Functional Collaboration: Partner closely with Sales, Marketing, Product, and other stakeholders to align RevOps initiatives with business goals
• System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms
• Territory & Automation Tools: Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation solutions to support GTM effectiveness
• Continuous Improvement: Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems
• Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes
• High-Growth Mindset: Thrive in a fast-paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results-oriented approach

• 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