Vestwell

Vestwell develops a digital savings platform to create a retirement plan for employees.

251-500 employees
Founded 2016
$125M series d
Financial Services
Private Company

Fully Remote

This company is fully distributed with team members working remotely.

Open Positions2

For exceptional candidatesWe're open to hiring this role fully remote.Full-TimeFinTechPosted
  • Own RevTech workstreams from intake and scoping through build, testing, deployment, and post-launch validation.
  • Manage data tables, large data loads and migrations, validation checks, documentation, and data quality issues.
  • Own the RevTech Jira board, including intake, triage, prioritization, sprint planning, grooming, and status reporting.
  • Plan projects as scoped tickets with requirements, dependencies, and acceptance criteria; manage priorities, timelines, and delivery reporting.
  • Build and maintain reports, dashboards, and analyses, interpreting data and making recommendations to business leaders.
  • Evaluate and administer business and data tools; use AI and automation for analysis, data preparation, documentation, and workflow design while validating outputs.
  • Design, document, and implement scalable workflows and integrations that reduce manual work.
  • Administer and optimize Salesforce and connected tools, including user administration, data integrity, and integrations.
  • Manage territory structures, assignment logic, list loads, and routing; test routing flows, validate outcomes, document exceptions, and escalate governance decisions.
  • Advise stakeholders across Sales, Marketing, Product, and leadership, communicating updates, trade-offs, and recommendations.
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About Vestwell

Vestwell pioneers a digital savings platform, transforming how millions save for crucial life moments. Our technology streamlines retirement, education, and healthcare savings. We manage over $50 billion in assets for more than 2 million active savers. You will help over 350,000 businesses across the US provide essential financial wellness benefits. We partner with over 40 government programs and 190 payroll providers. Join us to help close the savings gap for individuals nationwide.

How We Work

Vestwell embraces a hybrid work model, blending in-office collaboration with remote flexibility. You can access our offices in New York City, Austin, King of Prussia, and Scottsdale. Some exceptional roles offer fully remote options. We foster a diverse and inclusive environment, recognized as a "Best Place to Work" by leading publications. Our core values include acting like an owner and constantly seeking better ways. We believe in embracing challenges and supporting each other's success.

Engineering at Vestwell

Our engineering teams solve complex problems, modernizing outdated financial systems with intuitive technology. You will work extensively with Salesforce, writing and optimizing formulas, validation rules, and workflow logic. We leverage Cloudflare for content delivery and security. Our infrastructure also utilizes DNSSEC, LetsEncrypt, and IPv6. We continuously develop AI-native, data-driven capabilities. You will help us enhance our CRM, billing, and commission systems.

Why Join Us

  • Shape the future of financial savings, directly impacting millions of lives.
  • Solve complex challenges using Salesforce, Cloudflare, and emerging AI technologies.
  • Thrive in a hybrid work environment, with options for office presence or full remote flexibility.
  • Benefit from comprehensive health, generous time off, and a competitive 401(k) with employer matching.
  • Work with a team that values continuous improvement, strategic thinking, and cross-functional collaboration.

Benefits & Perks

  • Comprehensive health benefits
  • Generous time off, safe/sick time, and leave policies
  • Dedicated Employee Wellbeing Committee
  • Competitive 401(k) plan with employer matching and no fees
  • New hire equity grant
  • Company-sponsored HSA with monthly employer contribution
  • Wellbeing budgets via pre-loaded credit card
  • Generous parental leave
  • Unlimited vacation policy

Tech Stack

widgetsserver

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