VP, Business Development Team

Vestwell•Austin, NY

9h•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. This role is designed for a strategic and hands-on leader who will collaborate closely with both BD and RVP teams to ensure alignment and effectiveness of delivery upon solutions, systems, and processes across the organization. The VP, Business Development Team, will be a key member of Vestwell’s Sales leadership team in the Financial Advisor Channel, responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell’s sales efforts.

Requirements

Key member of Vestwell’s Sales leadership team in the Financial Advisor Channel
Responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell’s sales efforts
Strategic and hands-on leader
Collaborate closely with both BD and RVP teams
Ensure alignment and effectiveness of delivery upon solutions, systems, and processes across the organization
Partner with Learning & Development and Enablement teams
Instrumental in training teams on new product launches and enhancements
Optimizing sales processes
Ensuring the sales organization is operating with the right tools, systems, and strategies to succeed in a rapidly evolving market
Serve as the bridge between the Sales, Product, Marketing, and Customer Success teams
Ensure smooth communication and coordination across departments
Work closely with the Product and Marketing teams
Provide regular feedback from the sales team to Product and Marketing
Regularly assess and report on sales performance metrics
Identify areas for improvement
Ensure that sales targets are met
Develop and maintain dashboards and reports
Track sales effectiveness, pipeline health, and performance against quotas
Utilize data-driven insights
Make informed decisions on sales strategy and operational improvements
Manage, coach, and motivate the sales team in partnership with DVPs and BD Managers
Exceed sales targets through outbound prospecting
Equip the team with best practices and sales techniques

Nice To Haves

Experience with Salesforce CRM

Responsibilities

Collaborate with Sales leadership to develop and execute go-to-market strategies that align with company objectives and drive revenue growth.
Analyze market trends, competitive intelligence, and sales performance data to identify opportunities for process improvements and strategic shifts.
Partner with sales management and finance in the development of sales targets, quotas, and key performance indicators (KPIs) in alignment with overall company goals.
Partner with executive leadership and marketing to coordinate and execute Vestwell’s 2026 Partner Forum.
Collaborate with Team Leads to identify opportunities for growth within day-to-day operations of the sales team - ensuring that systems, processes, and tools are optimized to support sales goals.
Partner with Sales Enablement, Marketing, and Product teams to ensure seamless communication and alignment on product updates, new launches, and promotional campaigns.
Continuously improve sales processes, including lead management, CRM adoption, forecasting, and territory management.
Strategize and deliver training programs to ensure the sales team and RVPs are well-versed in Vestwell’s products, solutions, and platform capabilities.
Provide ongoing coaching and support to sales staff, helping them improve their sales techniques, product knowledge, and understanding of client needs.
Support the RVPs in fostering a culture of continuous learning, ensuring the team is always up-to-date on product innovations, market trends, and best practices.
Serve as the bridge between the Sales, Product, Marketing, and Customer Success teams, ensuring smooth communication and coordination across departments.
Partner with Marketing and Enablement to develop cadence/campaign strategies.
Lead the adoption and optimization of sales tools, CRM systems (e.g., Salesforce), and data analytics platforms to improve sales productivity and performance tracking.
Ensure that sales teams have the necessary resources and technology to execute effectively and efficiently across all stages of the sales cycle.
Regularly evaluate sales technology stack and implement new solutions where necessary to increase efficiency.
Work closely with the Product and Marketing teams to ensure the sales team is prepared for product launches, enhancements, and client messaging.
Provide regular feedback from the sales team to Product and Marketing to ensure product positioning, messaging, and competitive differentiators are aligned with the sales process.
Regularly assess and report on sales performance metrics, identifying areas for improvement and ensuring that sales targets are met.
Develop and maintain dashboards and reports to track sales effectiveness, pipeline health, and performance against quotas.
Utilize data-driven insights to make informed decisions on sales strategy and operational improvements.
Manage, coach, and motivate the sales team in partnership with DVPs and BD Managers to exceed sales targets through outbound prospecting, while equipping the team with best practices and sales techniques.