Vestwell

Associate, Sales Operations

New York, NY | King of Prussia, PA

Sponsorship not specified$60k-$75kDetected 2 days ago

SalesforceCRMSalesExcelLogisticsCustomer SuccessLeadershipCommunicationOrganizational Skills

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?

Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions.
Support active opportunities by resolving data gaps, routing issues, and process blockers.
Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests.
Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates.
Maintain documentation and auditability of all post-sale modifications.
Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
Support bulk data cleanup efforts using Salesforce tools and data loader as needed.
Support system access, user provisioning, and basic Salesforce configuration requests as needed.
Assisting with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.

Bachelor's degree or equivalent professional experience.
2-3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
Hands-on experience with Salesforce CRM.
Proficiency in Excel / Google Sheets and basic reporting.
Comfort working in a fast-paced, evolving environment.
Experience supporting a deal desk or contracting workflow.
Familiarity with post-sale change management processes.
Experience with data cleanup, enrichment, or CRM governance initiatives.

At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.

And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.