Sales Strategy Lead, Vestwell
$80-90k
+ Bonus Pool + Equity
Digital recordkeeping platform for 401(k) plans
Open for applications
Digital recordkeeping platform for 401(k) plans
201-500 employees
Open for applications
$80-90k
+ Bonus Pool + Equity
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
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 Senior 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 2025 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
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
The current landscape of 401(k) retirement plans is stagnant in comparison to the standards of financial software innovation. Vestwell offers a digital record-keeping platform that works directly with wealth management firms to help workplaces save money on their employee retirement plans. Vestwell does this by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution and benefit programs.
The startup faces competition from legacy players such as Boston-based Fidelity Investments who currently keep track of almost $2 trillion in assets in the industry. Furthermore, Empower also focuses on advisor-friendly and customized web tools and functionality, presenting further competition to Vestwell.
Despite this, Vestwell is uniquely positioned to disrupt the stagnant 401(k) system, a stance only strengthened by its substantial rounds of funding through the 2020s. This has been invested into expanding platform functionality and servicing for its partners and clients, releasing two new products in September 2022 - Vestwell Flex and a TPA portal. These additions will make Third Party Administration partnerships more efficient for Vestwell customers, streamlining the recordkeeping systems necessary for such actions. Continued product updates like these will help Vestwell keep pace with its substantial competition.
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
- We’re a growth stage startup with lots of exciting milestones ahead
- We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy
- We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them
- We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
Company HQ
Garment District, New York, NY
Leadership
Aaron Schumm
(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.
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