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Associate, Enterprise Sales

Company: Vestwell
Location: New York
Posted on: May 16, 2022

Job Description:

Job DescriptionWho Are We?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future. Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era. Vestwell's north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike. Vestwell's focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals. Why Vestwell?With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we've set out to achieve and we are working hard to get there. We're ambitious, honest, thoughtful, and fun.Who Are We Looking For?Vestwell is expanding and we're excited about bringing onboard a new Enterprise Sales Associate to work with our Enterprise Sales team. At a high level, we're looking for someone who is commercially-minded, has great communication and problem solving skills, and with the proven ability to juggle multiple priorities at once.Vestwell's Enterprise Sales and Channel Partnerships team is responsible for growing Vestwell with enterprise prospects and channel partners. The Enterprise Associate is responsible for supporting the team to ensure the team can successfully and efficiently win new enterprise and partnership clients. This individual will collaborate with the team and cross-functionally on enterprise prospects that enable Vestwell to meet our enterprise goals. This role will provide an opportunity to experience the entire ecosystem of external enterprise and channel partnerships, including banks, wealth advisory, asset management, TPAs, record-keepers, payroll providers, and other FinTech firms.

What Will You Be Doing?

  • Managing National Account/Enterprise prospecting leads, research, and presentation creation
  • Working alongside the Enterprise Sales team to help close deals, including managing the prospect funnel and prospect follow up
  • Ensuring implementation of go-to-market strategies with Sales, Marketing and RevOps, including assisting with sales activation, and owning reporting requirements with sales tools (Salesforce, SalesLoft, etc.), and event collaboration with our Marketing team
  • Coordinating with Sales and Marketing on Enterprise client collateral and content, including further development of material for enterprise prospects and partnerships
  • Collaborating cross-functionally with Product, Engineering, Technology, Finance, Operations, and Legal teams to communicate and ensure the needs, SLAs, and adherence to all requisite reporting requirementsRequirementsThe Necessities
    • Professional experience in a client-facing sales role at Retirement/Wealth Management/Advisory, or in Sales at a Financial Services SaaS company
    • Strategic problem-solving skills
    • Strong organizational, analytical, and prioritization skills
    • Excellent written and verbal communication skills
    • Ability to work effectively cross-functionallyThe Extras
      • Basic knowledge of financial services and wealth management including banks, advisory, recordkeepers, TPAs, asset managers, RIAs
      • Experience in an ERISA-focused sales or relationship management roleOur BenefitsWe're a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

Keywords: Vestwell, New York , Associate, Enterprise Sales, Sales , New York, New York

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