Senior Associate, Revenue Operations - Finance

Vestwell(1 month ago)

HybridFull TimeJunior$70,000 - $85,000Revenue Operations

About this role

Vestwell is a New York City-based fintech platform helping businesses and individuals save for retirement, education, and healthcare. The Revenue Operations Financial Associate supports the company’s revenue-generating ecosystem by ensuring financial and operational systems accurately reflect pricing and compensation structures across the organization. The role partners cross-functionally with teams like product, finance, sales, marketing, and customer success to enable scalable, data-driven revenue operations.

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Required Skills

Pricing Models
Billing Systems
ARR Forecasting
Revenue Reporting
Commission Management
Salesforce
Salesforce Formulas
Validation Rules
Workflow Logic
CRM Management

+8 more

About Vestwell

vestwell.com

Vestwell 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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