Associate, Sales Operations

Vestwell•King of Prussia, PA

2d•$60,000 - $75,000•Hybrid

About The Position

Vestwell is seeking a highly organized, detail-oriented Sales Operations Analyst to support its commercial engine across the full sales lifecycle, from contract execution through post-sale changes and ongoing data integrity. This role is central to Sales, Revenue Operations, Legal, Finance, and Customer teams, serving as a trusted operational partner to ensure deals progress, data remains clean, and processes function smoothly. The ideal candidate thrives in a fast-paced, high-volume setting, is adept at handling ad-hoc requests, and values precision, follow-through, and operational excellence.

Requirements

Bachelor’s degree or equivalent professional experience.
2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
Hands-on experience with Salesforce CRM.
Strong attention to detail and comfort managing high-volume, transactional work.
Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness.
Strong communication and follow-up skills, especially when working cross-functionally.
Proficiency in Excel / Google Sheets and basic reporting.
Comfort working in a fast-paced, evolving environment.

Nice To Haves

Experience supporting a deal desk or contracting workflow.
Familiarity with post-sale change management processes.
Salesforce Admin experience or certification.
Prior experience supporting sales teams directly.
Exposure to financial services, fintech, or private markets.
Experience with data cleanup, enrichment, or CRM governance initiatives.

Responsibilities

Support core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene.
Ensure deals close efficiently, downstream teams receive accurate information, and leadership has reliable data for decision-making.
Partner with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record.
Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
Ensure contract details align with approved pricing, terms, and internal policies.
Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions.
Support active opportunities by resolving data gaps, routing issues, and process blockers.
Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles.
Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests.
Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates.
Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems.
Maintain documentation and auditability of all post-sale modifications.
Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records.
Support bulk data cleanup efforts using Salesforce tools and data loader as needed.
Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership.
Assist with process documentation and continuous improvement of sales workflows.
Support system access, user provisioning, and basic Salesforce configuration requests as needed.
Assist with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.
Help review and clean partner data, update reporting/dashboards, and track key partnership KPIs.
Contribute to process documentation and pitch in on deal desk contracting during peak periods.