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Full-Time

Director of Sales Operations

Posted on 6/18/2024

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech

Senior

New York, NY, USA

Category
Operations & Logistics
Field Sales
Inside Sales
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Communications
Management
Requirements
  • 6+ years of experience in sales operations
  • Knowledge of the retirement or another relevant area of the financial services industry
  • Working knowledge of CRM, billing, and contract lifecycle management systems
  • Comfortable writing business requirements documentation
  • Proven ability to influence without authority through excellent communication and EQ
  • Strong business acumen and organizational agility
  • Ability to quickly grasp new concepts across various technologies and domains
  • Ability to connect the dots and communicate effectively at each level
  • Continuous-improvement attitude and problem-solving skills
  • Exceptionally driven with insatiable curiosity for business improvement
Responsibilities
  • Sales Reporting and Analysis
  • Growth Forecasting
  • Lead Management
  • Supporting Sales Leadership
  • Sales Training and stage movement
  • Knowledge Base Management

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

$289.9M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

12%

1 year growth

26%

2 year growth

49%
INACTIVE