Associate, Sales Strategy

Vestwell; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Generous time off

Employee Wellbeing Committee

401(k) plan

Job summary

Vestwell is seeking a Sales Strategy Associate in New York City to enhance their go-to-market strategy. This role focuses on delivering impactful analysis and reporting for revenue generation and scale effectiveness.

The ideal candidate will excel in data management, financial planning, and collaboration across teams using tools like Salesforce and Tableau. A hybrid work model is offered, emphasizing flexibility while working from offices in Midtown Manhattan and beyond.

The position comes with competitive salary expectations of $70K-$80K, along with bonus participation and potential equity opportunities.

Qualifications

• Ability to work with large datasets and build dynamic models in Excel.
• Proficiency in creating reporting tools within Salesforce.
• Experience in financial services strategy is highly preferred.

Responsibilities

• Deliver regular reporting and analysis for executive leadership.
• Perform ROI analysis across various teams and platforms.
• Manage commission structures and quotas through FP&A collaboration.
• Analyze the sales cycle using data-driven insights.
• Develop visual analytics to identify growth areas.
• Create scalable dashboards in Salesforce and Tableau.
• Draft strategic planning documentation for key analysis.

Skills

Advanced Excel skills

Salesforce reporting

Tableau proficiency

Consulting background

Tools

Salesforce

Tableau

Sigma

Job description

Overview

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for 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. Our platform serves financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

We are looking for an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our go-to-market strategy. This role will enable you to make a significant impact on our team’s ability to drive revenue and scale effectiveness. Reporting directly to the VP of National Sales, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals.

In this role, your work will span building and enhancing reporting tools, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model. You will also own critical aspects of financial planning, including managing discount budgets and contributing to commission and quota-related initiatives.

What Will You Be Doing?

• 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 (e.g., heat maps) 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, presentation decks, etc.

Requirements

The Necessities

• Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
• Experience building reporting within and extracting data from Salesforce.
• Proficiency in Tableau and/or Sigma (preferred).
• Background in consulting and/or financial services strategy (highly preferred).

This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $70K - $80K 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 NY and other similar metro areas and may differ based on where the role is ultimately hired.

Benefits and Process

We’re an innovative, high-growth company with an exciting future ahead. We prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. We offer a competitive 401(k) plan.

Our Process

Our interview process starts with 1-2 introductory conversations to learn more about your background and what you’re looking for, while also giving you the opportunity to learn more about Vestwell and the team. The process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For awareness, you will only receive correspondence from [e-mail]; any other domain not ending in Vestwell.com is not our Recruitment team.

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.