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Fin Capital Logo Fin Capital · Finance

Platform Engagement Associate

United States, New York 70000.00 - 80000.00 USD / Year · Job Posted February 17, 2026
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Job Description

The Platform Engagement Associate will play a crucial role in ensuring both newly onboarded and existing clients fully realize the value of the Vestwell platform. The role focuses on reviewing client adoption and engagement metrics to identify and remediate gaps in platform utilization—particularly opportunities to increase employee participation in workplace retirement savings plans—and then work with individual clients as well as roll out programmatic strategies to increase utilization.

Job Responsibility

  • Client Engagement Analysis: Monitor and analyze client adoption of the Vestwell platform, with a focus on employee participation and contribution rates
  • Opportunity Identification: Identify clients with suboptimal platform engagement and assess the underlying causes, such as plan configuration issues, employer support gaps, or employee awareness challenges
  • Remediation Strategies: Develop and execute action plans to address low adoption rates, owning communication campaigns end-to-end, platform features, or operational adjustments
  • Data-Driven Insights: Track, analyze, and report key utilization metrics, creating dashboards and presentations for internal stakeholders and leadership
  • Client Advisory: Consult with clients on best practices for driving employee participation and optimizing plan configurations. Providing resources, toolkits, and offering enrollment meeting. Creating playbooks from learned practices to allow for scalability across our platform
  • Continuous Improvement: Recommend and program manage scalable improvements to processes, technology, and engagement strategies based on client feedback and data insights
  • Client Profitability Remediation: Work through the sponsor revenue and expense model to validate loss leaders. Identify and present remediation steps to improve profitability including payroll or operational changes, fee increases or termination of the relationship
  • Cross-Functional Collaboration: Demonstrated ability and flexibility to seamlessly transition between projects and workflows, contributing to various teams as needed to meet evolving business needs and priorities

Requirements

  • 2-4 years of experience in client engagement, business operations, product adoption, or strategic consulting
  • Strong understanding of retirement savings platforms, SaaS solutions, or financial services technology
  • Proven track record of analyzing client behavior and driving data-informed improvements
  • Experience in managing cross-functional initiatives to improve client outcomes
  • Exceptional communication and presentation skills, including the ability to synthesize data into actionable insights
  • Strong problem-solving skills with a structured approach to identifying and addressing challenges
  • Highly organized with the ability to manage multiple work streams simultaneously
  • Self-starter mentality, you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems

Nice to have

  • Experience in a high-growth SaaS enterprise or fintech startup
  • Familiarity with retirement plan administration and workplace benefits
  • Comfort with data analysis tools and CRM systems

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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