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Vestwell is expanding and we’re excited about adding a Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Ideally, you have spent at least 1-3 years in a client facing role.
Job Responsibility:
Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation
Managing a small book of business consisting of Partner relationships
Supporting the team in meeting our KPIs including repeat business by partners, NPS and Churn
Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks
Partnering with Success Managers and/or partners to conduct education meetings for plan participants
Supporting the creation and maintenance of a comprehensive wiki and knowledge-base for the team
Managing administrative requests from partners, as well as maintaining and updating records within our CRM
Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion
Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control
Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed
Requirements:
1 to 3 years experience in a client facing role
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
Nice to have:
Knowledge of retirement plans and financial products