vestwell

Sales Operations Associate

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At a Glance

Location
New York, NY | Austin, TX | King of Prussia, Pennsylvania, United States
Posted
2026-02-24T19:17:34-05:00

Key Requirements

Domain Knowledge

  • Finance
  • Legal

Benefits & Perks

Health Insurance

e offer competitive health coverage and generous vacation offering. We have

Requirements

We are looking for a highly organized, detail-oriented Sales Operations Analyst to support Vestwell’s commercial engine across the full sales lifecycle — from contract execution through post-sale changes and ongoing data integrity.

This role sits at the center of Sales, Revenue Operations, Legal, Finance, and Customer teams, acting as a trusted operational partner that keeps deals moving, data clean, and processes running smoothly. The ideal candidate is comfortable operating in a fast-paced, high-volume environment, enjoys jumping into ad-hoc requests, and takes pride in precision, follow-through, and operational excellence.

Responsibilities

You will be responsible for supporting core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene. Your work will help ensure that deals close efficiently, downstream teams have accurate information, and leadership can trust the data powering decisions.

You will partner closely with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record as Vestwell continues to scale.