Sales Strategy Associate, Vestwell
$70-80k
+ Company Bonus Pool + New hire equity
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$70-80k
+ Company Bonus Pool + New hire equity
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models
- Experience building reporting within and extracting data from Salesforce
- Proficiency in Tableau and/or Sigma (preferred)
- Background in consulting and/or financial services strategy (highly preferred)
What the job involves
- We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our go-to-market strategy. This role will enable you to make a significant impact on our team’s ability to drive revenue and scale effectiveness. Reporting directly to the VP of National Sales, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals
- In this role your work will span across building and enhancing reporting tools, 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 discount budgets and contributing to commission and quota-related initiatives
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives
- 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
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc
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 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
(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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