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Salary: USD 75,000 - 90,000 / annual
Vestwell is a financial technology platform powering the savings economy across retirement, education, and healthcare. The company serves over 350,000 businesses and 2M active savers with $50B+ in assets across all 50 states.
You will serve as Associate, Go-to-Market Sales Strategy & Analytics, reporting directly to the VP of Workplace Distribution. This role balances tactical execution with strategic analysis—you'll move between high-leverage projects and deep analytical work to inform organizational decisions aligned with 2026 goals.
Key responsibilities include:
- Build and enhance reporting tools and dashboards in Salesforce, Sigma, and other platforms for executive leadership
- Own sales outreach campaign management, including population segmentation, sales copy, automations, and retroactive performance analysis
- Conduct ROI analysis across teams, platforms, tools, products, and features to guide investment priorities
- Partner with FP&A to manage commission structures, quotas, and financial workflows
- Analyze sales cycles using data-driven insights to recommend process improvements and efficiency gains
- Collaborate with GTM teams to create automations connecting the end-to-end funnel and drive continuous improvement
- Draft strategic planning documentation including memos and presentation decks
You will be based in Vestwell's New York City headquarters as part of a hybrid in-office operation. The company also maintains offices in Austin, King of Prussia, and Scottsdale.
Requirements:
- 2+ years of applicable experience in a fast-paced, dynamic go-to-market role
- Demonstrated track record of executing at an exceptionally high level (promotions, side-hustle growth, or equivalent)
- Experience working with and drawing insights from spreadsheets and data tables; proficiency with Salesforce and Sigma BI required
- Demonstrated AI fluency—intuitive understanding of what should and shouldn't be trusted to AI, and awareness of how that line is changing
