Job Description
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell’s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
We are looking for a highly organized, detail-oriented Sales Operations Analyst to support Vestwell’s commercial engine across the full sales lifecycle — from contract execution through post-sale changes and ongoing data integrity.
This role sits at the center of Sales, Revenue Operations, Legal, Finance, and Customer teams, acting as a trusted operational partner that keeps deals moving, data clean, and processes running smoothly. The ideal candidate is comfortable operating in a fast-paced, high-volume environment, enjoys jumping into ad-hoc requests, and takes pride in precision, follow-through, and operational excellence.
What Will You Be Doing?
You will be responsible for supporting core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene. Your work will help ensure that deals close efficiently, downstream teams have accurate information, and leadership can trust the data powering decisions.
You will partner closely with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record as Vestwell continues to scale.
Day-to-Day, You May Also Be Expected To:
Contracting Desk Support
- Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation
- Ensure contract details align with approved pricing, terms, and internal policies
- Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions
Ad-Hoc Sales Funnel Support
- Support active opportunities by resolving data gaps, routing issues, and process blockers
- Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles
- Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests
Post-Sale Change & Amendment Support
- Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates
- Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems
- Maintain documentation and auditability of all post-sale modifications
Data Hygiene & CRM Integrity
- Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts
- Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records
- Support bulk data cleanup efforts using Salesforce tools and data loader as needed
Cross-Functional Operational Support
- Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership
- Assist with process documentation and continuous improvement of sales workflows
- Support system access, user provisioning, and basic Salesforce configuration requests as needed
Partner Contracting Desk Support
- Assisting with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records
- Helping review and clean partner data, update reporting/dashboards, and track key partnership KPIs
- Contributing to process documentation and pitching in on deal desk contracting during peak periods
Requirements
The Necessities
- 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
- Strong attention to detail and comfort managing high-volume, transactional work
- Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness
- Strong communication and follow-up skills, especially when working cross-functionally
- Proficiency in Excel / Google Sheets and basic reporting
- Comfort working in a fast-paced, evolving environment
The Extras
- Experience supporting a deal desk or contracting workflow
- Familiarity with post-sale change management processes
- Salesforce Admin experience or certification
- Prior experience supporting sales teams directly
- Exposure to financial services, fintech, or private markets
- Experience with data cleanup, enrichment, or CRM governance initiatives
This role will be based in our New York, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell’s hybrid in-office operation.
The expected base salary range for this position is $60K - $75K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company, 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 generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR 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.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
