Senior Associate, Partner Success

Vestwell•Austin, NY

1d•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 Senior 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, possesses excellent communication and problem-solving skills, can effectively manage multiple priorities simultaneously, and is a confident self-starter. Ideally, you have spent at least 3-5 years in a client-facing role.

Requirements

3-5 years of experience in a client-facing role.
Experience working with Third Party Administrators (TPAs) and Professional Employer Organizations (PEOs).
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.

Responsibilities

Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation.
Managing a small book of business consisting of Partner relationships.
Supporting the team in meeting our KPIs, including repeat business by partners, NPS, and Churn.
Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks.
Partnering with Success Managers and/or partners to conduct education meetings for plan participants.
Supporting the creation and maintenance of a comprehensive wiki and knowledge base for the team.
Managing administrative requests from partners, as well as maintaining and updating records within our CRM.
Answering 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.