Senior Associate, Partner Success
$70,000–$80,000 year
HybridNew York City, New York, United States or Austin, Texas, United States
Job Summary
Partner with Partner Success Managers to identify new value creation opportunities, manage a small book of business, and support KPIs including repeat business, NPS, and churn. Prepare for partner business reviews by updating plan status and conducting health checks, while delivering education meetings for plan participants. Maintain a comprehensive wiki, manage administrative requests, update CRM records, and handle inbound phone inquiries with follow-up completion. Collaborate with internal stakeholders on platform enhancements tied to new legislation and provide reporting clarity on Vestwell's functionalities. This role supports the mission to close the savings gap across retirement, education, and healthcare needs for over 2M active savers.
Required Qualifications
- 3-5 years of experience in a client-facing role
- Experience working with Third Party Administrators (TPAs) and Professional Employer Organizations (PEOs)
- Strong commitment to delivering superior service
- Ability to collaborate effectively across teams
- Open to working in a fast-paced environment
- Positive and proactive attitude
- Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories
- Excellent attention to detail and accuracy
- This role will be based in our New York City HQ, Austin, TX, or King of Prussia PA, and will be part of Vestwell's hybrid in-office operation
Desired Qualifications
- Ideally, you have spent at least 3-5 years in a client-facing role
- Knowledge of retirement plans and financial products
- ASPPA certifications or credentials
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.