Vestwell

Vestwell

Associate, Sales Strategy

New York, NY · Vp

Sponsorship not specified$70k-$80kDetected 128 days ago
Data VisualizationSalesforceSalesExcelFP&ALeadershipCommunication

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odds of building a lasting career here

37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70

Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

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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

  • This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
  • 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.