Partner Success Associate

Join Vestwell, a company dedicated to closing the savings gap in America. As a Partner Success Associate, you will play a crucial role in supporting our team and establishing strong relationships with partners. Your responsibilities will include managing a small book of business, supporting the team in meeting KPIs, conducting education meetings for plan participants, and managing administrative requests from partners. This position offers competitive health coverage, generous vacation and leave policies, a strong focus on learning and development, a hybrid work environment, and a great 401(k) plan.

• Establish strong relationships with partners, positioning yourself as an integral part of their practice and a key contributor to their success in the retirement space.
• Manage a small book of business consisting of Partner relationships, and support the team in meeting KPIs including repeat business by partners, NPS, and Churn.
• Partner with Partner Success Managers and their top partners to identify new opportunities for value creation, and support the scheduling and preparations for Partner business reviews.

• 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
• Excellent attention to detail and accuracy
• Positive and proactive attitude
• Strong commitment to delivering superior service
• Ability to collaborate effectively across teams
• Open to working in a fast-paced environment
• Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office
• 1 to 3 years experience in a client facing role
• Spanish speaking
• ASPPA certifications or credentials
• Knowledge of retirement plans and financial products