Partner Success Associate

Who Are We Looking For?

Vestwell is expanding and we’re excited about adding a Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Ideally, you have spent at least 1-3 years in a client facing role.

What Will You Be Doing?

A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless. Our team’s primary objective is to establish strong relationships with partners, positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space. As a Partner Success Associate, you will play a pivotal role in supporting our team to reach this objective, understanding our partners' goals and driving repeat business. Our partners consist of individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, as well as PEOs.

Day-to-Day, You May Also Be Expected To:

• Partner with Partner Success Managers and their top partners to identify new opportunities for value creation.
• Manage a small book of business consisting of Partner relationships.
• Support the team in meeting our KPIs including repeat business by partners, NPS and Churn.
• Support Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks.
• Partner with Success Managers and/or partners to conduct education meetings for plan participants.
• Support the creation and maintenance of a comprehensive wiki and knowledge-base for the team.
• Manage administrative requests from partners, as well as maintaining and updating records within our CRM.
• Answer the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion.
• Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control.
• Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed.

Requirements

The Necessities

• 1 to 3 years experience in a client facing role.
• Strong commitment to delivering superior service.
• Ability to collaborate effectively across teams.
• Open to working in a fast-paced environment.
• Positive and proactive attitude.
• Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office.
• Excellent attention to detail and accuracy.

The Extras

• Knowledge of retirement plans and financial products.
• ASPPA certifications or credentials.
• Spanish speaking.

This role will be based in either the New York City or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $55K - $70K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on New York and other similar metro areas and may differ based on where the role is ultimately hired.