Payroll Implementations Associate, Vestwell

• Vestwell is expanding and we’re excited about growing our Operations team with entry-level Payroll Implementation Associates who are passionate about our mission to change the retirement Fin-Tech space
• At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once
• We’re a startup… so a self-starter mentality comes first and foremost
• You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple implementation approaches and determining appropriate resolution paths within established operational, technical, and regulatory frameworks
• You’re flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders while exercising independent judgment on implementation priorities, sequencing, and issue resolution
• Experience working in a project management/implementation/operational role involving discretion in managing complex, multi-variable workstreams
• Excellent project management skills including independent prioritization and sequencing of tasks
• Ability to manage multiple work streams and competing priorities while determining urgency and impact
• Ability to work independently and with a team exercising judgment with minimal supervision
• Effective communication with many different stakeholders including determining when and how to escalate issues based on assessed risk and impact
• A tight operator who can see the big picture and evaluate downstream operational and client implications
• Excellent client service capabilities informed by judgment in balancing client needs with operational constraints
• Strong written/oral communication and organizational skills to document findings, explain recommendations, and drive resolutions
• 1+ year relevant experience in Financial Services, Operations, or SaaS industries
• Bachelor’s degree or equivalent combination of formal education and/or work experience with tools such as Excel used to analyze implementation data and support decision-making
• Experience with work management platforms (i.e. Asana, Slack, Zendesk, Jira and/or Salesforce)

Desirable

• You will be the key to payroll implementations automation & ensuring the initial experience with contribution processing is flawless while exercising independent judgment in configuring, testing, and resolving complex, client-specific payroll integration scenarios that materially affect data accuracy and client onboarding success
• This role regularly exercises independent judgment on matters of significance related to payroll implementations, integration accuracy, client onboarding outcomes, and data integrity
• While operating within established technical, operational, and regulatory frameworks, the Payroll Implementation Associate independently analyzes client-specific payroll configurations, evaluates multiple implementation approaches, identifies and resolves complex integration issues, and determines appropriate remediation and escalation paths based on risk, urgency, and business impact
• The role requires discretion in how implementation standards are applied to varied payroll systems, how work is prioritized and sequenced, and how issues are communicated and driven to resolution with internal teams, external payroll partners, and clients
• Although decisions and recommendations may be subject to review and do not include unilateral policy-setting authority, the consistent and recurring exercise of judgment is a central function of the role and directly supports Vestwell’s client experience, operational continuity, and compliance outcomes
• A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration
• As a Payroll Implementation Associate, you will support Vestwell clients, through coordination with their payroll systems, to ensure their payroll implementation is frictionless requiring discretion in how implementation standards are applied to varied payroll systems, client configurations, and fact-specific onboarding scenarios
• This will include direct client engagement, configuring integrations for a high volume of clients simultaneously, and liaising with internal teams to test and ensure the integration is functioning as intended including assessing readiness, identifying risk, and determining when issues require escalation or alternative solutions
• You'll analyze existing integration implementation tasks across both payroll systems and Vestwell products to be the subject matter expert for payroll integration requiring independent analysis of system behavior, client configurations, and potential downstream impact
• Collaborate with teams across the Vestwell organization to provide feedback on platform enhancements and procedural efficiencies informed by firsthand investigative work and recurring implementation challenges
• Develop both internal & client-facing knowledge bases; look for ways to continuously improve existing processes by identifying gaps, evaluating alternative approaches, and recommending improvements through appropriate channels
• Maximize team efficiency through timely completion of tasks and projects, in addition to rapidly identifying, sorting, and assigning incoming work across platforms using discretion to assess urgency, complexity, and client impact rather than relying solely on predefined workflows
• Manage the migration and deactivation of existing client integrations within Vestwell’s systems, ensuring a smooth transition through proactive communication and attention to detail including judgment in sequencing activities, mitigating risk, and coordinating stakeholders
• Onboarding and supporting new payroll integration partners, ensuring clear communication, effective collaboration, and strong relationship building to drive long-term success while independently determining readiness, implementation approach, and issue resolution strategies

• 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