WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era. 

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike. 

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

The Revenue Operations (RevOps) team exists to serve as a catalyst to effectively align Vestwell’s strategy, process, workflows, data, analysis and technology between departments which include product, finance, marketing, sales, delivery and customer success. Breaking down barriers between teams; the department designs and deploys frameworks to optimize the go to market teams ability to execute against a common set of goals, processes and metrics and remove friction from revenue generating activities. Members of the RevOps team serve as cross-functional advocates that enable greater transparency, improved communication and reliable data exchanges. Successful execution results in cohesive systems and operational efficiencies that streamline the buyer’s journey, leading to more aligned and long-term customer engagement, increased ARR and reduced churn. 

The RevOps team is seeking an ambitious individual to join this dynamic and agile team to design, build and support management of the Salesforce environment while focused within Salesforce Service Cloud. Demanding parity between systems that are optimized inclusive of the UI and UX will materially impact the organization’s ability to execute its objectives, track metrics and bolster its revenue generating efforts. A person who will thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in systems thinking, scrappy, determined, logical, and analytical. 

The successful candidate is able to call upon their ability to break down complex requirements and design a simplified solution for a diverse set of stakeholders with varying levels of technical aptitude. Ability to think and act strategically as well as tactically, the candidate will synthesize a variety of technologies and capabilities into highly scalable, simple and effective designs which will increase adoption and usability. You must have the interpersonal skills, tenacity, and common sense to be an agent of change.

WHAT WILL YOU BE DOING?

• Work alongside, support development and expedite the design and implementation of Salesforce solutions that are matched with the corporate environment’s needs with a focus on Service Cloud and delivery teams.
• Identify, document and articulate challenges and constraints to internal team members that you identify throughout interactions there are solved by design, deployment and management of elegant Salesforce architecture and components. 
• Partner with product owners and architect solutions to deliver tailored work streams that support business requirements, create an ideal user experience, and drive tangible business value.
• Maintain, debug, and conduct performance analysis on solutions to ensure the business is being supported and the Salesforce ecosystem is scalable.
• Manage configuration and programming of new and existing Salesforce workflows, custom & standard objects, page layouts, validations, workflows, process builders, and other integrated solutions such as Zendesk and commonly used API integrations. 
• Support system integrations and synchronization across Salesforce ecosystem, backend platforms, and third party integrations.
• Participate in the planning and analysis of requirements for system enhancements, translating requirements into well-architecture solutions that best use the Salesforce platform and supporting products.
• Proactively identify opportunities to leverage Salesforce in innovative ways to improve existing business processes, and support an organization scaling at a rapid pace and provide expertise and recommend when to use configuration vs. code vs. low code and proprietary platforms.
• Ability to leverage Force.com, VisualForce, APEX, Lightning Web Components and Community Portals.

Your experience should include:

• Demonstrated experience designing and developing new technology solutions that align with its business needs, as well as fill in the communication gap between technical and non-technical experts. 
• Knowledge of object-oriented programming and ability to design and build iteratively, causing minimum disruption to service teams.
• Ability to to extrapolate the desired target state by framing and proposing architectural solutions to department peers.
• Comfortable writing business requirements documentation and working within an Agile framework inclusive of multiple databases. 
• Ability to differentiate between scalable solutions and when exceptions cannot be made to existing processes.
• Proven ability to influence without authority up, down, and across an organization through excellent communication and EQ.
• Demonstrated experience Building and deployment of complex, reliable and scalable software solutions, inclusive of case routing automation, 
• 2+ years of Salesforce development experience using Apex, Visualforce, Lightning component frameworks, triggers, batch apex and Salesforce APIs and ability to technically document and explain functionality to leadership and stakeholders.
• Familiarity with engineering practices and patterns of software development cycles and usable life, inclusive of build processes, testing, certification, and live environments.
• In-depth understanding of the capabilities and constraints of the Salesforce CRM application architecture coupled with a good understanding around the business processes (Customer Service).
• Demonstrated experience with Salesforce Lightning, Salesforce Service Cloud and Experience Cloud.
• Certified Salesforce Administrator or equivalent experience.
• Verbal/written communication skills, including an ability to effectively communicate with both business and technical teams.

The expected base salary range for this position is $85K - $95K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here Vestwell’s California Privacy Rights Policy

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!