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Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.
Job Responsibility:
Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives
Follow up with all enterprise partners and national accounts to confirm they are satisfying and exceeding all plan and revenue commitments
Make sure Vestwell is prominently featured on partner websites, onboarding workflows, webinars, events, and marketing collateral
Diligently and proactively contact all accounts to identify and implement ways to expand our business relationship and revenue opportunities
Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell
Collaborate with the team to ensure implementation and ongoing partnership strategies are optimized
Support the timely and successful delivery of our solutions according to our partners’ needs and objectives
Drive program management efforts with enterprise and strategic partners
Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements
Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams
Drive business requirements, scope, and resource alignment for partner specific initiatives
Own successful delivery of partner specific initiatives
Requirements:
7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company
Self starter requiring minimal direction, with a “get it done” mindset
Strong critical thinker, able to prioritize and problem solve effectively
Excellent project management and organizational skills
Excellent written and verbal communication skills
An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease
Strategic and outside of the box thinker
Proven success working with senior management, both internally and externally
Strong 401(k) industry experience
Nice to have:
Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents
Ability to identify and implement solutions for process improvement
Ability to work independently and manage workload to achieve desired goals