CrawlJobs Logo

Platform Engagement Associate

fin.capital Logo

Fin Capital

Location Icon

Location:
United States , New York ▼

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

70000.00 - 80000.00 USD / Year
Save Job
Save Icon
Apply Position

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

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Fin Capital - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Platform Engagement Associate

Director, People Brand Storytelling

As the Director of People Brand Storytelling, you are Marriott’s content engine—...
Location
Location
United States , Bethesda
Salary
Salary:
126900.00 - 213400.00 USD / Year
https://www.marriott.com Logo
Marriott Bonvoy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-year degree in Business Administration, Marketing, Communications, or related field required
  • 3+ years of experience in employer brand and/or recruitment marketing
  • 10+ years of experience in editorial leadership, content strategy, employer brand, or social/digital media
  • Proven expertise in editorial oversight, with strong writing, editing, and storytelling skills rooted in journalistic principles
  • Demonstrated success managing social media channels and external content platforms for a global brand
  • Experience partnering with media and communications teams to maximize storytelling reach and visibility
  • Track record leading workplace award submissions and recognition strategies
  • Demonstrated ability to serve as a content engine for multiple teams across a complex, global organization
  • Strong leadership and team development skills with a hands-on approach to content creation and distribution
  • Experience driving AI-enabled content and engagement strategies, including automation, personalization, and scaling
Job Responsibility
Job Responsibility
  • Serve as the content engine for Change Management, Associate Engagement, and People Brand teams
  • Translate the Be brand pillars into editorial standards that guide tone, themes, voice, and narrative selection
  • Provide editorial oversight across all content formats, ensuring clarity, quality, inclusivity, and consistency of voice
  • Build and manage a storytelling framework that streamlines processes, scales best practices, and creates reusable assets
  • Maintain a proactive content pipeline aligned to enterprise and people priorities
  • Support internal channels including intranet, internal newsletters, digital signage, and enterprise social platforms through a consistent content stream
  • Manage the Marriott Careers social media channels (LinkedIn, Meta, YouTube, and others)—from strategy through day-to-day content execution
  • Oversee the Life at Marriott blog as a flagship platform for associate stories
  • Partner with media and external communications teams to extend reach and visibility of associate storytelling
  • Oversee global content workflows to ensure consistent publishing across regions and time zones
What we offer
What we offer
  • 401(k) plan
  • stock purchase plan
  • discounts at Marriott properties
  • commuter benefits
  • employee assistance plan
  • childcare discounts
  • medical coverage
  • dental coverage
  • vision coverage
  • health care flexible spending account
  • Fulltime
Read More
Arrow Right

Sr. Director of Membership

Our client, an association supporting financial professionals, is looking for a ...
Location
Location
United States , Washington
Salary
Salary:
150000.00 - 160000.00 USD / Year
bhsg.com Logo
Beacon Hill
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of membership experience, including maintaining relationships, driving membership growth, and product development
  • A bachelors degree is required for this role
  • MBA and/or PMP preferred
  • Proven ability to develop and execute strategies that drive member engagement, revenue growth, and training products
  • Experience in professional development, learning product design, or growing association membership strategy
  • Demonstrated success in translating member and market insights into actionable programs and products
  • Ability to collaborate in a virtual environment and enjoys a challenge in a fast-paced workplace
Job Responsibility
Job Responsibility
  • Provide executive oversight and leadership for membership strategy, driving sustained growth, retention, and revenue performance in alignment with organizational goals
  • Partner with analytics and marketing teams to drive data-informed decision-making, leveraging audience insights, performance tracking, and market trends to optimize membership strategies and maximize impact
  • Oversee the strategic management and optimization of the association's community platform and learning management systems, ensuring they deliver a seamless, engaging, and high-value experience that supports both member engagement and organizational growth
  • Lead the training business's pricing and revenue strategy, approving all pricing models and negotiations for training products to maximize market competitiveness, financial performance, and alignment with the association's strategic priorities
  • Oversee the development, execution, and continual advancement of the association's certification exam preparation platforms, ensuring accuracy, quality, and seamless user experience. Provide leadership and direction to contractors and staff responsible for platform maintenance and enhancement
What we offer
What we offer
  • generous annual target bonus
  • Comprehensive and well-rounded benefits package with 401(K) match
  • Fulltime
Read More
Arrow Right

Sr. Director of Membership

Our client, an association supporting financial professionals, is looking for a ...
Location
Location
United States , Washington
Salary
Salary:
150000.00 - 160000.00 USD / Year
bhsg.com Logo
Beacon Hill
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of membership experience, including maintaining relationships, driving membership growth, and product development
  • A bachelors degree is required for this role
  • MBA and/or PMP preferred
  • Proven ability to develop and execute strategies that drive member engagement, revenue growth, and training products
  • Experience in professional development, learning product design, or growing association membership strategy
  • Demonstrated success in translating member and market insights into actionable programs and products
  • Ability to collaborate in a virtual environment and enjoys a challenge in a fast-paced workplace
Job Responsibility
Job Responsibility
  • Provide executive oversight and leadership for membership strategy, driving sustained growth, retention, and revenue performance in alignment with organizational goals
  • Partner with analytics and marketing teams to drive data-informed decision-making, leveraging audience insights, performance tracking, and market trends to optimize membership strategies and maximize impact
  • Oversee the strategic management and optimization of the association's community platform and learning management systems, ensuring they deliver a seamless, engaging, and high-value experience that supports both member engagement and organizational growth
  • Lead the training business's pricing and revenue strategy, approving all pricing models and negotiations for training products to maximize market competitiveness, financial performance, and alignment with the association's strategic priorities
  • Oversee the development, execution, and continual advancement of the association's certification exam preparation platforms, ensuring accuracy, quality, and seamless user experience. Provide leadership and direction to contractors and staff responsible for platform maintenance and enhancement
What we offer
What we offer
  • generous annual target bonus
  • Comprehensive and well-rounded benefits package with 401(K) match
  • Fulltime
Read More
Arrow Right

Staff/Senior Platform Consultant - UiPath RPA + Power Automate - Evening Shift

We are looking for a seasoned Staff/Senior Platform Consultant specializing in U...
Location
Location
Pakistan , Lahore, Karachi, Islamabad
Salary
Salary:
Not provided
10pearls.com Logo
10Pearls
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in computer science, Information Technology, or related field
  • Proven experience developing RPA solutions using UiPath, with a strong understanding of RPA concepts, workflows, and best practices
  • Hands-on experience with UiPath Studio, Orchestrator, and Robots
  • experience with other automation tools (e.g., Blue Prism, Automation Anywhere, ABBYY, Kofax) is a plus
  • Proficiency in programming/scripting languages such as C#, VB.NET, Java, or JavaScript, along with familiarity with HTML, CSS, and APIs
  • Strong understanding of web services (REST/SOAP), JSON, and integration with external systems
  • Familiarity with database concepts and SQL queries
  • Experience working through the full Software Delivery Lifecycle and delivering automation projects using Agile frameworks
  • Ability to understand business processes from workflow diagrams and translate them into automated solutions
  • quick learner with strong analytical skills
Job Responsibility
Job Responsibility
  • Advanced knowledge of configuration/customization of the platform
  • Support and coordinate technical and business aspects of software development activities, including requirement analysis, design and implementation of applications
  • Architect complex platform solutions, integrating automation, scalability, and security to meet client objectives
  • As a seasoned resource and principal developer in project teams, provide expert opinion and guidance on business & technical matters
  • Takes on additional responsibilities as and when required and encourages cohesion & team building
  • Acts as a point of contact for technical issues across multiple projects
  • Proactively plan and strategize with team on possible issues and suggest workable alternatives
  • Lead client engagements focused on infrastructure modernization and platform efficiency
  • Oversee large-scale platform deployments, ensuring alignment with long-term client goals
  • Mentors the other technical staff, assists them where needed and leads the effort in resolving technical challenges
Read More
Arrow Right

Staff/Senior Platform Consultant - UiPath RPA + Power Automate - Evening Shift

We are looking for a seasoned Staff/Senior Platform Consultant specializing in U...
Location
Location
Pakistan , Lahore, Karachi, Islamabad
Salary
Salary:
Not provided
10pearls.com Logo
10Pearls
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in computer science, Information Technology, or related field
  • Proven experience developing RPA solutions using UiPath, with a strong understanding of RPA concepts, workflows, and best practices
  • Hands-on experience with UiPath Studio, Orchestrator, and Robots
  • experience with other automation tools (e.g., Blue Prism, Automation Anywhere, ABBYY, Kofax) is a plus
  • Proficiency in programming/scripting languages such as C#, VB.NET, Java, or JavaScript, along with familiarity with HTML, CSS, and APIs
  • Strong understanding of web services (REST/SOAP), JSON, and integration with external systems
  • Familiarity with database concepts and SQL queries
  • Experience working through the full Software Delivery Lifecycle and delivering automation projects using Agile frameworks
  • Ability to understand business processes from workflow diagrams and translate them into automated solutions
  • quick learner with strong analytical skills
Job Responsibility
Job Responsibility
  • Advanced knowledge of configuration/customization of the platform
  • Support and coordinate technical and business aspects of software development activities, including requirement analysis, design and implementation of applications
  • Architect complex platform solutions, integrating automation, scalability, and security to meet client objectives
  • As a seasoned resource and principal developer in project teams, provide expert opinion and guidance on business & technical matters
  • Takes on additional responsibilities as and when required and encourages cohesion & team building
  • Acts as a point of contact for technical issues across multiple projects
  • Proactively plan and strategize with team on possible issues and suggest workable alternatives
  • Lead client engagements focused on infrastructure modernization and platform efficiency
  • Oversee large-scale platform deployments, ensuring alignment with long-term client goals
  • Mentors the other technical staff, assists them where needed and leads the effort in resolving technical challenges
Read More
Arrow Right

Creative Producer

The Creative Producer sits at the intersection of innovation, live production, a...
Location
Location
United States , New York
Salary
Salary:
100000.00 - 110000.00 USD / Year
complex.com Logo
Complex NTWRK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of experience in digital video production, creative development, or live streaming
  • Proven ability to produce and direct live and multi-camera digital productions
  • Strong creative instincts with an understanding of emerging talent, cultural trends, and digital storytelling formats
  • Proficiency in communication, public speaking and presentation design with experience creating visually compelling decks
  • Familiarity with streaming platforms (YouTube, Twitch, TikTok and IG Live) and associated community and content dynamics
  • Comfort with or openness to using AI and emerging technologies as visualization tools to create development imagery and pre-visualizations
  • Excellent communication, organization, and time-management skills—able to work across multiple projects simultaneously
  • A collaborative spirit, creative drive, and enthusiasm for culture, content, and innovation
  • Ability to work on-site in SoHo 5 days a week
Job Responsibility
Job Responsibility
  • Produce live programming across the Complex LIVE ecosystem, spanning studio shows, IRL streams, as well as branded activations and tentpole events
  • Coordinate between production, studio, and social teams to ensure seamless broadcast execution and social syndication and redistribution
  • Collaborate with internal and external talent—Complex hosts, popular celebrities, influencers, and cultural figures—to produce engaging live moments
  • Partner with social, editorial, and platform teams to plan pre-promotion, live engagement, and post-stream cutdowns across social platforms and Complex O&O
  • Ensure a high level of creative and production consistency across Complex’s live programming slate
  • Support the ideation, documentation, and packaging of new video formats and franchises
  • Lead and participate in brainstorms and creative development sessions, contributing fresh, trend-informed ideas and providing detailed documentation to track progress and push forward
  • Research and identify new talent, emerging creators, and content trends relevant to Complex’s audience
  • Create development decks, treatments, and visual materials to communicate and sell new concepts internally and externally
  • Assist in managing the Greenlight submission process and help shepherd approved projects into pilot production
What we offer
What we offer
  • Best in class health, dental, and vision insurance
  • Healthcare FSA
  • Dependent Care FSA
  • Commuter Benefits FSA
  • Short-term/long-term disability and life insurance
  • Paid Parental leave
  • 401k with 4% match
  • Pet Insurance
  • Legal and Identity Theft Plans
  • Vacation time and sick days
  • Fulltime
Read More
Arrow Right

Jr Analyst Internal Control

This is where your insights influence change. As a member of the Baxter Finance ...
Location
Location
Brazil , São Paulo
Salary
Salary:
Not provided
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or equivalent experience in finance, operations, or computer science
  • Demonstrated background in finance, operations, master data, or comparable positions within large public companies
  • Advanced proficiency in English
  • Intermediate Spanish is desirable
  • ERP functional knowledge is preferred
  • Comfortable working with cross-functional teams and varying levels of management, as well as external communications
  • Knowledge of product data/document management systems is advantageous
  • Well-developed communication skills, both written and verbal
  • Proficiency in Microsoft Excel, Word, and PowerPoint
Job Responsibility
Job Responsibility
  • Act as a subject matter expert regarding adherence to the Global Interactions Policy (GIP), the Engage tool, and associated policies
  • Educate internal staff and service providers on GIP documentation, related processes, and systems
  • Assist business partners with preapprovals, contracts, vendor setups, and payment requests connected to Baxter’s engagements with the medical community
  • Review Engage requests, contracts, and service agreements for accuracy and compliance to policy when required
  • Proactively address compliance issues and bring them up to the Ethics and Compliance, Finance, or Legal teams as necessary
  • Collaborate closely with global business units and franchise functional areas to accurately categorize and document transactions with the medical community
  • Assist with annual CMS transparency reporting as well as state reporting when appropriate
  • Serve as a Subject Matter Expert for developing, updating, overseeing, and coordinating all Engage Operations systems and platforms, including SharePoint and Engage
  • Identify and implement process improvement initiatives
  • Update and build Standard Operating Policies and Desktop Procedures
What we offer
What we offer
  • Support for Parents
  • Continuing Education/ Professional Development
  • Employee Heath & Well-Being Benefits
  • Paid Time Off
  • 2 Days a Year to Volunteer
Read More
Arrow Right
New

Jr Analyst Internal Control

This is where your insights influence change. As a member of the Baxter Finance ...
Location
Location
Brazil , São Paulo
Salary
Salary:
Not provided
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or equivalent experience in finance, operations, or computer science
  • Demonstrated background in finance, operations, master data, or comparable positions within large public companies
  • Advanced proficiency in English
  • Intermediate Spanish is desirable
  • ERP functional knowledge is preferred
  • Comfortable working with cross-functional teams and varying levels of management, as well as external communications
  • Knowledge of product data/document management systems is advantageous
  • Well-developed communication skills, both written and verbal
  • Proficiency in Microsoft Excel, Word, and PowerPoint
Job Responsibility
Job Responsibility
  • Act as a subject matter expert regarding adherence to the Global Interactions Policy (GIP), the Engage tool, and associated policies
  • Educate internal staff and service providers on GIP documentation, related processes, and systems
  • Assist business partners with preapprovals, contracts, vendor setups, and payment requests connected to Baxter’s engagements with the medical community
  • Review Engage requests, contracts, and service agreements for accuracy and compliance to policy when required
  • Proactively address compliance issues and bring them up to the Ethics and Compliance, Finance, or Legal teams as necessary
  • Collaborate closely with global business units and franchise functional areas to accurately categorize and document transactions with the medical community
  • Assist with annual CMS transparency reporting as well as state reporting when appropriate
  • Serve as a Subject Matter Expert for developing, updating, overseeing, and coordinating all Engage Operations systems and platforms, including SharePoint and Engage
  • Identify and implement process improvement initiatives
  • Update and build Standard Operating Policies and Desktop Procedures
What we offer
What we offer
  • Support for Parents
  • Continuing Education/ Professional Development
  • Employee Heath & Well-Being Benefits
  • Paid Time Off
  • 2 Days a Year to Volunteer
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy