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About the Role

Vestwell is seeking a highly organized and detail-oriented Sales Operations Analyst to support the company's commercial engine throughout the sales lifecycle, ensuring deals progress efficiently, data remains accurate, and processes operate smoothly. This role is central to Sales, Revenue Operations, Legal, Finance, and Customer teams, requiring comfort in a fast-paced environment and a commitment to precision and operational excellence.

Responsibilities

Support core sales operations workflows with an emphasis on contracting desk execution.
Provide in-flight and ad-hoc sales funnel support.
Manage post-sale changes and amendments.
Ensure ongoing CRM data hygiene and integrity.
Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
Ensure contract details align with approved pricing, terms, and internal policies.
Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions.
Support active opportunities by resolving data gaps, routing issues, and process blockers.
Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles.
Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests.
Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates.
Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems.
Maintain documentation and auditability of all post-sale modifications.
Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records.
Support bulk data cleanup efforts using Salesforce tools and data loader as needed.
Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership.
Assist with process documentation and continuous improvement of sales workflows.
Support system access, user provisioning, and basic Salesforce configuration requests as needed.
Assist with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.
Help review and clean partner data, update reporting/dashboards, and track key partnership KPIs.
Contribute to process documentation and pitch in on deal desk contracting during peak periods.

Requirements

Bachelor’s degree or equivalent professional experience.
2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
Hands-on experience with Salesforce CRM.
Strong attention to detail and comfort managing high-volume, transactional work.
Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness.
Strong communication and follow-up skills, especially when working cross-functionally.
Proficiency in Excel / Google Sheets and basic reporting.
Comfort working in a fast-paced, evolving environment.
Experience supporting a deal desk or contracting workflow.
Familiarity with post-sale change management processes.
Salesforce Admin experience or certification.
Prior experience supporting sales teams directly.
Exposure to financial services, fintech, or private markets.
Experience with data cleanup, enrichment, or CRM governance initiatives.

Skills

Salesforce CRM
Excel / Google Sheets
Basic reporting
Data hygiene
CRM data integrity
Contracting desk support
Sales funnel support
Post-sale change management
Data cleanup
Data enrichment
CRM governance

Location

New York
King of Prussia

Work Type

Hybrid

Experience Level

2-3 years

Education Level

Bachelor's degree or equivalent professional experience

Salary/Compensations

$60K - $75K base

Benefits

Company Bonus Pool
New hire equity
Comprehensive health benefits
Generous time off
Dedicated Employee Wellbeing Committee
Competitive 401(k) plan

About the Company

Vestwell is the financial technology company powering the new savings economy.
Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
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 a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

Equal Opportunity

Vestwell’s Privacy Policy.
Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you.
Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.