Partner Success Associate

Vestwell•Scottsdale, NY

8d•Hybrid

About The Position

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. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. Vestwell is expanding and we’re excited about adding a Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Ideally, you have spent at least 1-3 years in a client facing role.

Requirements

1 to 3 years experience in a client facing role.
Strong commitment to delivering superior service.
Ability to collaborate effectively across teams.
Open to working in a fast-paced environment.
Positive and proactive attitude.
Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office.
Excellent attention to detail and accuracy.

Nice To Haves

Knowledge of retirement plans and financial products.
ASPPA certifications or credentials.
Spanish speaking.

Responsibilities

Partner with Partner Success Managers and their top partners to identify new opportunities for value creation.
Manage a small book of business consisting of Partner relationships.
Support the team in meeting our KPIs including repeat business by partners, NPS and Churn.
Support Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks.
Partner with Success Managers and/or partners to conduct education meetings for plan participants.
Support the creation and maintenance of a comprehensive wiki and knowledge-base for the team.
Manage administrative requests from partners, as well as maintaining and updating records within our CRM.
Answer the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion.
Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control.
Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed.