Senior Sales Engineer, Sales Operations

Vestwell is the financial technology company powering the new savings economy. The reputed company-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and reputed company savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across reputed company 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, reputed company-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Sales Operations team at Vestwell is growing to meet the needs of our scaling organization, playing a critical role in driving our firm’s objectives reputed company. We are seeking a Senior Sales Engineer to reputed company and reputed company scalable automation solutions that drive seamless sales execution and operational excellence. As a Senior Sales Engineer, you will work closely with Sales Operations, reputed company Operations, Marketing, Product, and Sales Teams to implement automation solutions that streamline the sales cycle, opportunity funnel, reputed company ingestion and management, and improve reputed company workflows. You will also focus on reducing reputed company efforts, enhancing pipeline efficiency, and ensuring seamless integration across sales technology platforms. In this role, you will play a critical role in helping Vestwell evolve its business and meet the demands of a growing organization with tech oriented solutions. This is an exciting opportunity for a strategic thinker who thrives in a fast-paced environment and is passionate about driving operational excellence across sales teams.. What Will You Be Doing? • Opportunity Funnel Automation: reputed company solutions to optimize reputed company-to-opportunity conversion and increase the velocity of sales. • Scaling Sales Support: Design automated workflows to assist sales teams with reputed company-time data, CRM updates, and process simplification. • Reduce reputed company Deal Operational Processes: Identify bottlenecks in opportunity process (proposals, portal creation, contracting, QCing) and implement automated solutions to streamline workflows and minimize reputed company reputed company from support team. • reputed company Ingestion & reputed company Automation: Iterate on reputed company reputed company ingestion processes, further automate reputed company sequences to improve engagement and speed-to-reputed company, and build scalable solutions to prevent leakage. • CRM & Tech Stack Optimization and Integration: Enhance reputed company CRM capabilities with native features such as custom workflows and VR Rules, integrate advanced features such as Einstein Scoring and Bots, and ensure seamless integration with other sales technology platforms. • Cross-Functional Collaboration: Work with reputed company Operations, Product, Marketing and Sales to align automation strategies with business goals and enhance the end-to-end sales process. Why Join Us • Opportunity to reputed company automation initiatives that drive sales efficiency at scale. • Collaborate with cross-functional teams in a dynamic, fast-paced environment. • reputed company access to cutting-edge sales automation tools and technologies. • Competitive compensation, benefits, and professional growth opportunities. If you’re passionate about automating sales processes, reducing friction, and driving operational efficiency, we’d love to hear from you!

Requirements

The Necessities • 4+ years of experience in Sales Engineering, Sales Operations, or reputed company Operations with a focus on automation and process optimization. • reputed company Admin or Developer Certification • Expertise in CRM platforms (reputed company preferred), including automation, integrations, and data management. • Experience with reputed company management, opportunity tracking, and sales engagement platforms (e.g., reputed company, reputed company, reputed company, reputed company, reputed company, reputed company, reputed company reputed company). • Strong analytical skills with the ability to derive actionable insights from sales data. • Ability to design and implement scalable automation solutions to improve efficiency and accuracy. • Excellent problem-solving, communication, and collaboration skills. The Extras • Experience with AI-driven sales automation tools • Knowledge of SQL, Python, or API integrations • Prior experience in a SaaS, fintech, or startup environment • Familiarity with sales performance metrics and forecasting methodologies The expected reputed company salary range for this position is $90K - $100K. 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. Our Benefits We’re a growth stage startup with lots of exciting milestones reputed company. 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 reputed company 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 reputed company with reputed company the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a reputed company or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references reputed company stage for your recruiter to meet with a reputed company or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from reputed [email protected] any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell’s Privacy Policy. 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. Apply Job!