Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Vestwell seeks a detail-oriented Sales Strategy Associate to enhance go-to-market strategy, driving revenue and scaling effectiveness. Reporting to the VP of National Sales, this role involves building reporting tools, conducting financial and operational analyses, identifying distribution model scaling opportunities, and managing financial planning aspects like discount budgets and commission/quota initiatives.

Responsibilities

Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives
Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments
Partner with FP&A to manage commission structures, quotas, and related financial workflows
Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains
Develop visual analytics to evaluate the current book of business versus total addressable market and identify areas for growth
Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma
Draft strategic planning documentation to highlight key analysis including strategic memos and presentation decks

Requirements

Advanced Excel skills, including large dataset manipulation and dynamic model building
Experience building reports and extracting data from Salesforce
Background in consulting and/or financial services strategy (highly preferred)

Skills

Excel
Salesforce
Tableau (preferred)
Sigma (preferred)

Location

New York City HQ

Work Type

hybrid in-office operation

Salary/Compensations

$70K - $80K base

Benefits

Eligible to participate in the Company Bonus Pool
Eligible to receive new hire equity
Comprehensive health benefits
Generous time off
Dedicated Employee Wellbeing Committee
Competitive 401(k) plan

About the Company

Vestwell is a financial technology company powering the new savings economy.
The platform redefines how people save for retirement, education, and healthcare.
Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.