Senior Associate, Revenue Operations

Vestwell•Austin, NY

6d•$70,000 - $85,000•Hybrid

About The Position

We are looking for a Revenue Operations Associate to help us expand the RevOps function at Vestwell! Reporting to the Revenue Operations Sr. Manager, you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team. As an ideal candidate, you have experience in a high-growth environment. More importantly, you’re thrilled by the challenge of building and perfecting the operational tempo of a high-performing partnership for your team, the larger sales team, and the Vestwell organization as a whole. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit. As a Senior Associate, Revenue Operations (RevOps), you will serve as a strategic, individual contributor responsible for optimizing systems, processes, and analytics that support Vestwell’s Go-To-Market (GTM) teams. This role requires independent judgment, cross-functional collaboration, and the ability to translate complex data into actionable insights that drive efficiency, scalability, and business outcomes.

Requirements

2-4 years of experience in Revenue Operations, Sales Operations or a related analytical or technical role
Strong proficiency in Salesforce (admin-level knowledge preferred), Excel/Google Sheets (e.g. using pivot tables and VLOOKUPs)
Ability to analyze complex datasets and present insights in a clear, actionable manner
Passionate about identifying inefficiencies and implementing scalable solutions
Excellent interpersonal, verbal and written communication skills with the ability to work cross-functionally
Comfortable working in a fast-paced, start-up environment
Exceptional analytical and detail-oriented aptitude; a high degree of accuracy is required
Ability to manage time effectively, set priorities, and meet deadlines
Familiarity with sales automation or GTM tools (Salesforce Territories, Maps, Salesloft, Outreach, Hubspot, LeanData, ZoomInfo, RingLead, or similar)
Knowledge of Top-of-funnel and best practices, ability to build and maintain workflows

Nice To Haves

Experience in B2B SaaS or FinTech companies is preferred
Salesforce or Revenue Operations related certifications is a strong plus
Experience using BI tools (Tableau, Looker, or similar)
Experience using ticketing systems like Jira or similar, working in a sprint/deployment system or similar environment
Thrives in a dynamic startup environment with a proactive attitude

Responsibilities

Reporting & Analytics: Generate on-demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams.
Process & Systems Optimization: Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency.
RevOps Administration: Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems.
Cross-Functional Collaboration: Partner closely with Sales, Marketing, Product, and other stakeholders to align RevOps initiatives with business goals.
System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms.
Territory & Automation Tools: Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation solutions to support GTM effectiveness.
Continuous Improvement: Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems.
Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes.
High-Growth Mindset: Thrive in a fast-paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results-oriented approach.

Benefits

We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them.
Oh, and naturally we have a great 401(k) plan!

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