Associate, Sales Strategy

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.

Benefits

Additional Information

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are seeking 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 across building and enhancing reporting tools, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively. 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.

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