Associate Platform Engagement

Who Are We Looking For?

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.
This position requires a proactive data-driven problem solver who understands client engagement operational strategy and platform adoption tactics. You should be adept at identifying challenges and creating tailored solutions to achieve agreed-upon KPIs. You need to be willing and able to analyze data as well as engage directly with our clients.
A person who would thrive in this role is a structured problem solver who can quickly get to the heart of an issue is facile with a spreadsheet and is scrappy self-starter determined logical and analytical. You must have the interpersonal skills tenacity and common sense to be an agent of change both internally and with our clients. In this role you will be given agency to devise a strategy and approach for achieving your goals requiring you to exercise good judgment and independently drive results.
What Will You Be Doing?

• 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

The Necessities

• 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.

The Extras

• 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.

This role will be based in either the New York City Austin King of Prussia or Phoenix office and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

What We Do

Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016 Vestwell’s platform removes traditional barriers to saving making it accessible efficient and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions including retirement plans student loan repayment benefits and specialized accounts for education emergencies and disability savings. Trusted by financial advisors employers payroll providers financial institutions and government agencies Vestwell empowers nearly 1.5 million savers across over 350000 businesses nationwide with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies the Inc. 5000 list of fastest-growing companies Forbes America’s Best Startup Employers WealthManagement.com’s Retirement Plan Advisor Support Award Built In’s Best Places to Work and PLANSPONSOR’s Top 10 Recordkeepers Vestwell continues to set the standard for innovation and impact in the savings industry.

Why Work With Us

Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors we’re tackling a complex challenge with collaboration innovation and purpose at every step.

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