Senior Associate

Revenue Operations

Posted on 5/2/2024



201-500 employees

Digital 401(k) recordkeeping and savings solutions



Phoenix, AZ, USA

Required Skills
  • 2-5 years of experience in a high-growth enterprise SaaS company
  • Proficiency in Excel and Powerpoint
  • Experience with a modern go to market tech stack (Salesforce, Gong, Apollo, Chilipiper, Sales Navigator, Salesloft, Clari, LeanData or equivalent software platforms)
  • Ability to partner with Enablement, SalesOps, Marketing, and cross functional leaders to adopt the best use of the above tech stack and align efforts
  • Familiar with sales processes and industry best practices within a Revenue Operations ecosystem inclusive of revenue forecasting
  • Ability to conduct regular audits to identify and resolve errors or data issues to ensure data integrity and hygiene
  • Experience building dashboards, and reports with complex key metrics such as KPIs, revenue, lead conversion, retention rates in Salesforce and other analytical tools such as Tableau
  • Experience in analyzing data, and identifying trends with the above data reports and dashboards to improve performance
  • Preferred experience in Salesforce with administrative capabilities and implementation of techstack integrations
  • Experience working within a sprint framework to execute and manage against objectives (jira, gitlab, etc)
  • Strong project management, analytical, and collaboration skills with the ability to manage and prioritize multiple projects and tasks
  • Proven ability to effectively create and manage relationships across an organization through excellent communication and EQ
  • Former experience in a high growth SaaS enterprise start-up
  • Leverage data to build meaningful and reliable reporting that can be leveraged to develop insights to support the increase of sales velocity
  • Understand how and ensure that requests and activities promote scalable and sustainable growth
  • Build and maintain lead and campaign models to drive inbound and outbound selling motions as well as strategic sales initiatives
  • Bring data to light to inform thoughtful decision making
  • Construct and maintain data flows across platforms within the go to market tech stack, partnering with functional leaders to ensure teams can easily access and ingest live tracking around their goals and performance
  • Perform ad hoc analysis in order to better surface, brainstorm, and implement solutions that improve company metrics and attainment of team goals
  • Contribute to continuous improvement and development of revenue operations processes
  • Design, build, certify data and maintain a robust reporting ecosystem and business intelligence dashboards

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth