Revenue Technology Partner

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 790,000 businesses and more than 2.75 million active savers, with over $57 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’re looking for a RevTech Partner to take ownership of key parts of the Revenue Technology function at Vestwell. You’re highly technical, quick to master new tools, and meticulous about data. You see what needs to be done and do it without waiting to be asked. You’ve worked in a high-growth environment and know how to turn ambiguous problems into clear, well-organized project plans, then deliver them accurately. You’ll partner with Sales, Marketing, Product, and Vestwell leadership to improve our systems, data, and processes. We need someone who brings a point of view, pushes initiatives through to completion, and raises the bar for the function. What Will You Be Doing? As a RevTech Partner, you are a strategic individual contributor who owns our revenue systems, data, and analytics end to end. You will own our tools and the solutions built in them: you design and build the architecture, not just maintain it. You build with scalability in mind, so what you deliver today still holds up as the business, the data, and the number of users grow. You are expected to work independently, make sound decisions with limited guidance, and surface risks and recommendations before they become problems. Your responsibilities will include, but are not limited to: • Ownership & Proactivity: Own your workstreams from intake through scoping, build, testing, deployment, and post-launch validation with minimal direction. Proactively identify gaps, inefficiencies, and risks in our systems and data, and bring solutions rather than just problems. • Data Management & Accuracy: Independently manage and maintain data tables, tracking how they relate, where they come from, and how they are used. Upload, load, and migrate large data sets accurately, with validation checks before and after every load. Maintain clear documentation (data dictionaries, field mappings, load logs) so nothing depends on any one person’s memory, and identify, document, and resolve data quality issues at the source. • Project Planning & Jira Management: Own and manage the RevTech Jira board (intake, triage, prioritization, sprint planning, grooming, and status reporting). Plan projects in advance, breaking them into well-scoped tickets with clear requirements, dependencies, and acceptance criteria. Manage competing priorities across teams, set timeline expectations, communicate trade-offs clearly, and report on throughput, backlog health, and delivery against commitments. • Analytics & Insights: Build and maintain reports, dashboards, and analyses that give business leaders actionable insight. Go beyond the numbers by interpreting the data, identifying trends, and making recommendations. • Tools, Automation & AI: Evaluate, adopt, and administer a wide range of business and data tools, learning new platforms quickly. Apply AI tools and automation to speed up analysis, data preparation, documentation, and workflow design, while validating outputs for accuracy. Design, document, and implement scalable workflows and integrations that reduce manual work, and turn recurring requests and pain points into repeatable processes and system improvements. • System Administration: Administer and optimize Salesforce and connected tools, ensuring data integrity, user administration, and effective integrations. Manage territory structures, assignment logic, list loads, and routing using tools such as Salesforce Maps, LeanData, and Discovery Data, Salesforce Maps. Monitor, test, and troubleshoot routing and assignment flows, validate outcomes, document exceptions, and escalate items that require broader design or governance decisions. • Stakeholder Partnership: Act as a trusted advisor to stakeholders, communicating clearly in writing and verbally, up to leadership. Keep partners informed without being chased for updates, and influence decisions with data and sound judgment. Requirements The Necessities • 4+ years of experience in Revenue Operations, Sales Operations, Data Operations, or a related analytical or technical role, with a track record of owning projects independently • Demonstrated experience managing large volumes of data with a high degree of accuracy • Experience loading, cleaning, and validating large data sets, with an established approach to quality checks • Advanced Salesforce proficiency (admin-level preferred; flows, reports, and dashboards) • Broad hands-on experience with many different software tools and a proven ability to learn new ones quickly • Hands-on experience using AI tools in your daily work (e.g., for analysis, automation, or documentation), with sound judgment on when to verify their output • Proven experience managing a Jira board or similar work management system, including backlog prioritization and sprint or deployment cycles • Exceptional attention to detail and organization, with strong systems for tracking work, documentation, and dependencies • Strong proficiency in Excel/Google Sheets, including pivot tables and lookups; SQL or similar data skills strongly preferred • Ability to analyze complex data sets and present clear, actionable insights to leadership • Demonstrated self-starter who consistently identifies and executes work without being asked • Excellent written and verbal communication, including managing stakeholder expectations • Strong prioritization and time management in a fast-paced, ambiguous environment • Experience building and managing sales automation and CRM tools (Salesforce, HubSpot, Salesloft, Outreach, LeanData, ZoomInfo, RingLead, or similar) The Extras • Experience in B2B SaaS or FinTech • Salesforce or Revenue Operations certifications • Experience with GTM tools and CRM (Salesforce, Hubspot, LeanData, RingLead, Outreach or similar) • Experience with scripting or low-code automation (Python, APIs, Zapier, or similar) • Experience using ticketing systems like Jira or similar, working in a sprint/deployment system or similar environment • Thrives in a dynamic startup environment with a proactive attitude This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote. The expected base salary range for this position is $90K - $105K 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. Full-Time Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan. Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com 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.