Partner Success Associate

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Junior
USD 55,000 – 70,000
Finance & Accounting Financial Services Insurance

Posted 2 days ago

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Excellent 4.7

Job summary

Vestwell is hiring a Partner Success Associate to build strong relationships with partners, support business growth, and manage client accounts in the financial services sector, focusing on retirement and savings solutions. The role requires excellent communication, relationship management, problem-solving skills, and proficiency with CRM tools and Microsoft Office products.

Responsibilities

The Partner Success Associate will manage a book of business to drive repeat business and support Partner Success Managers in identifying value creation opportunities. They will also handle administrative requests, maintain CRM records, and assist in conducting education meetings for plan participants.

Qualifications

attention to detail client relationship management collaboration communication skills CRM software education presentation Excel/Google Sheets financial products problem solving retirement plans

Candidates must have 1 to 3 years of experience in a client-facing role and a strong commitment to delivering superior service. Proficiency in office software like Excel and Google Sheets, along with excellent attention to detail, is required.

English Spanish

Benefits

  • Health benefits
  • Generous time off
  • Employee wellbeing committee
  • 401(k) plan
  • Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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