Search the 9 jobs at Vestwell

As Sales Operations Manager, you will lead the front-end sales operations team, manage Salesforce CRM, optimize sales processes, and enhance territory planning. You'll provide data-driven insights for sales leadership, assist in goal setting, and document best practices to improve operational efficiency across teams.

The Sales Development Representative (SDR) at Vestwell will engage new clients through outbound calls, qualify prospects, create sales meetings, and manage a pipeline. SDRs should excel in communication, problem-solving, and demonstrate a strong desire for personal growth within the sales organization.

The Senior Investment Associate is responsible for coordinating the setup of investment products, managing communications with stakeholders, and ensuring the effective onboarding of plans onto the Vestwell platform. This role involves working closely with sales teams, custody partners, and investment advisors to manage operational oversight in investment management.

The Billing Associate at Vestwell will ensure accurate billing operations by managing customer profiles, preparing invoices, monitoring accounts receivable, and assisting with financial reporting and reconciliations. The role involves client interaction, streamlining billing processes, and readying the team for month-end and quarterly close processes.

The Investment Analyst will support the Portfolio Manager by presenting market data to aid decision-making, maintaining investment performance reports, conducting due diligence on investment vehicles, and providing insights to clients and stakeholders. The candidate will be expected to improve portfolio analysis and communicate market trends effectively.

The Senior Coordinator will provide administrative and operational support for the Austin office, manage office supplies, assist with onboarding and offboarding, coordinate office events, and serve as a point of contact for the People Team. Key skills include strong communication, organization, and problem-solving abilities.

The Salesforce Integration Lead will define and develop interfaces and integrations for Salesforce solutions and external applications. Responsibilities include designing integrations, testing, maintaining integration standards, and conducting workshops to share knowledge with internal and external teams.

The Senior Performance Marketing Analyst at Vestwell will lead data-driven marketing initiatives, focusing on managing drip campaigns, maintaining the contact database, and creating reports to optimize the marketing funnel. Collaborating with teams across finance, sales, and marketing, this role aims to enhance lead generation and ensure alignment with business goals.

The Plan Design Consultant will consult with Plan Sponsors on defined contribution plans, perform plan analysis and document reviews, and ensure a smooth transition from Sales to Implementation. Responsibilities include providing illustration support, managing project transfers, and collaborating with product teams to enhance technology processes.