Data-Driven Sales Strategy Associate — Hybrid NYC

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

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.