Vestwell
Associate, Sales Strategy
New York, NY
Sponsorship not specified$70k-$80kDetected 6 days ago
Data VisualizationSalesforceSalesExcelFP&ALeadershipCommunication
About the role
- Vestwell is the financial technology company powering the new savings economy.
- Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
- To learn more, visit vestwell.com Who Are We Looking For?
Responsibilities
- 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.
- 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.
Nice to have
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
Compensation
- The expected base salary range for this position is $70K - $80K base.
Benefits
- At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
Company info
- And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
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This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.