Enterprise Relationship Manager

Vestwell•Austin, NY

8d•Hybrid

About The Position

Vestwell is expanding and we’re excited to onboard a Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

Requirements

3-5 years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
Self starter requiring minimal direction, with a “get it done” mindset.
Strong critical thinker, able to prioritize and problem solve effectively.
Excellent project management and organizational skills.
Excellent written and verbal communication skills.
An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
Strategic and outside of the box thinker.
Proven success working with senior management, both internally and externally.
Strong 401(k) industry experience.

Nice To Haves

Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
Ability to identify and implement solutions for process improvement.
Ability to work independently and manage workload to achieve desired goals.

Responsibilities

Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell.
Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
Collaborate with the team to ensure implementation and ongoing partnership strategies are optimized to enable Vestwell to achieve its Enterprise goals.
Support the timely and successful delivery of our solutions according to our partners’ needs and objectives.
Drive program management efforts with enterprise and strategic partners, ensuring optimal support structure is in place, identifying new revenue opportunities via partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
Drive business requirements, scope, and resource alignment for partner specific initiatives, including project plan, workstreams, and timelines.
Own successful delivery of partner specific initiatives, ensuring objectives are met, risks mitigated, and expected outcomes are achieved.