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Partner Success Associate

United States, New York 60000.00 - 70000.00 USD / Year · Job Posted February 17, 2026
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Job Description

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.

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
  • ASPPA certifications or credentials
  • Spanish speaking

What we offer

  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan
  • Eligible to participate in the Company Bonus Pool
  • Eligible to receive new hire equity in the Company

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