Associate, Sales Operations
$60,000–$75,000 year
HybridNew York City, New York, United States or King of Prussia, Pennsylvania, United States
Job Summary
Support core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene. Act as the primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation while ensuring details align with approved pricing and policies. Partner with Sales, Legal, Finance, and Revenue Operations teams to resolve issues, unblock deals, and maintain a high-quality system of record. Perform regular data hygiene reviews across accounts and opportunities, identify duplicates or missing fields, and support bulk cleanup efforts using Salesforce tools. Provide on-demand reporting to leadership and assist with process documentation and continuous improvement of sales workflows. This role sits at the center of Vestwell's commercial engine, helping over 350,000 businesses and 2M active savers scale across the US.
Required Qualifications
- Bachelor's degree or equivalent professional experience
- 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role
- Hands-on experience with Salesforce CRM
- Strong attention to detail and comfort managing high-volume, transactional work
- Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness
- Strong communication and follow-up skills, especially when working cross-functionally
- Proficiency in Excel / Google Sheets and basic reporting
- Comfort working in a fast-paced, evolving environment
- This role will be based in our New York or King of Prussia office, and will be part of Vestwell's hybrid in-office operation
Desired Qualifications
- Experience supporting a deal desk or contracting workflow
- Familiarity with post-sale change management processes
- Salesforce Admin experience or certification
- Prior experience supporting sales teams directly
- Exposure to financial services, fintech, or private markets
- Experience with data cleanup, enrichment, or CRM governance initiatives
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