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Vestwell

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
WebsiteLinkedInEmailFacebookTwitterShareTweet
Financial ServicesRetirementFinanceEmployee BenefitsFinTech

Fully Remote

This company is fully distributed with team members working remotely.

Open Positions1

This role will be based in either our New York CityAustinKing of Prussia+3 more locationsFull-TimeFinancial TechnologyPosted
Senior Associate, Revenue Operations - Finance
  • Ensure pricing models transfer effectively and accurately into various billing systems.
  • Maintain ARR calculations for pricing models to support revenue forecasting, reporting, and commission attainment.
  • Proactively analyze pricing structures to prepare systems for future needs.
  • Maintain commission software to ensure accuracy and understanding.
  • Measure the effectiveness of existing and potential solutions across Revenue Operations, Billing, Legal, and Sales.
  • Manage work stream prioritization across teams and communicate status risks to senior leadership.
  • Maintain databases for accuracy related to outgoing payments.
Data AnalysisSalesforceCRM

$70K - $85K base

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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Our engineering teams solve complex problems, modernizing outdated financial systems with intuitive technology.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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