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Salary: USD 55,000 - 70,000 / annual
Vestwell is a financial technology platform powering the savings economy, serving over 350,000 businesses and 2M active savers with $50B+ in assets across retirement, education, and healthcare savings. The company works with financial advisers, employers, third-party administrators, financial institutions, payroll providers, and government agencies.
As a Partner Success Associate, you will support Vestwell's client-facing team in building strong relationships with partners and driving repeat business. You'll work with a diverse partner base including individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, and PEOs.
Key responsibilities include:
- Managing a small book of business consisting of partner relationships
- Partnering with Partner Success Managers to identify new opportunities for value creation
- Supporting the team in meeting KPIs including repeat business, NPS, and churn reduction
- Assisting with scheduling and preparation for partner business reviews, plan status updates, and health checks
- Conducting education meetings for plan participants alongside Success Managers
- Creating and maintaining comprehensive wikis and knowledge bases for the team
- Managing administrative requests from partners and maintaining CRM records
- Answering inbound phone lines and ensuring appropriate routing and follow-up
- Collaborating with product and internal stakeholders on platform enhancements related to new legislation
- Understanding and explaining Vestwell's reporting functionalities to partners
You should have 1-3 years of client-facing experience, strong communication and problem-solving skills, excellent attention to detail, and the ability to juggle multiple priorities. Proficiency in Excel, Google Sheets, Word, Google Docs, and Adobe Acrobat is required. Preferred qualifications include knowledge of retirement plans and financial products, ASPPA certifications, and Spanish language skills.
The role is hybrid, based in either the New York City or Scottsdale office.
