Analyst, Sales Operations
Vestwell(1 day ago)
About this role
Vestwell is a fintech platform specializing in savings solutions for retirement, education, and healthcare. It serves a diverse clientele, including businesses, financial advisors, and government agencies, by providing innovative financial products and services.
Required Skills
- CRM
- Salesforce
- Data Management
- Contract Support
- Excel
- Reporting
- Process Improvement
- Financial Services
- Financial Technology
- CRM Governance
About Vestwell
vestwell.comVestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.
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