Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 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, third-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 forward. We are seeking a Senior Sales Engineer to develop and deploy scalable automation solutions that drive seamless sales execution and operational excellence. As a Senior Sales Engineer, you will work closely with Sales Operations, Revenue Operations, Marketing, Product, and Sales Teams to implement automation solutions that streamline the sales cycle, opportunity funnel, lead ingestion and management, and improve outreach workflows. You will also focus on reducing manual 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: Develop solutions to optimize lead-to-opportunity conversion and increase the velocity of sales.
- Scaling Sales Support: Design automated workflows to assist sales teams with real-time data, CRM updates, and process simplification.
- Reduce Manual Deal Operational Processes: Identify bottlenecks in opportunity process (proposals, portal creation, contracting, QCing) and implement automated solutions to streamline workflows and minimize manual intervention from support team.
- Lead Ingestion & Outreach Automation: Iterate on current lead ingestion processes, further automate outreach sequences to improve engagement and speed-to-lead, and build scalable solutions to prevent leakage.
- CRM & Tech Stack Optimization and Integration: Enhance Salesforce 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 Revenue 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 lead automation initiatives that drive sales efficiency at scale.
- Collaborate with cross-functional teams in a dynamic, fast-paced environment.
- Gain 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 Revenue Operations with a focus on automation and process optimization.
- Salesforce Admin or Developer Certification
- Expertise in CRM platforms (Salesforce preferred), including automation, integrations, and data management.
- Experience with lead management, opportunity tracking, and sales engagement platforms (e.g., Salesloft, HubSpot, Salesforce, Orum, LeanData, Aircall, Slack Elevate).
- 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 base salary range for this position is $90,000 - $100,000. 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 ahead. 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 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!
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 skill 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 check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com 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.
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