Vestwell

About Vestwell

The modern savings platform for everyone

🏢 Corporate, Finance👥 201-500 employees📅 Founded 2016📍 Midtown East, New York, NY💰 $237.5m4.1
FintechB2BPersonal financeSaaS

Key Highlights

  • Founded in 2016, headquartered in Midtown East, NYC
  • Serves nearly 1.5 million participants across 350,000 businesses
  • Manages over $35 billion in assets
  • $237.5 million raised in funding, including Series C

Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...

🎁 Benefits

Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...

🌟 Culture

Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...

Overview

Vestwell is seeking a Service Communications & Enablement Specialist to enhance post-sales operations and service teams. You'll be responsible for creating clear and actionable communications for various audiences. This role requires strong communication skills and an understanding of complex product information.

Job Description

Who you are

You have a strong background in service communications, ideally with experience in the financial technology sector. You excel at taking complex product and operational information and distilling it into clear, concise messaging that resonates with both external audiences and internal teams. Your attention to detail ensures that all service-led communications are accurate and reflect the operational realities of the platform. You are comfortable writing for diverse audiences, including plan sponsors, advisors, savers, and payroll providers. You understand the importance of clarity in communication and are committed to ensuring that all stakeholders have the information they need to succeed.

Desirable

Experience in a fintech environment is a plus, as is familiarity with retirement plans and savings accounts. You may have a background in customer support or operations, which gives you insight into the needs and challenges faced by service teams. A knack for simplifying complex information and a passion for helping others understand the products and services offered will set you apart.

What you'll do

In this role, you will support all post-sales operational and service teams by ensuring that communications are clear and actionable. You will be accountable for the accuracy and clarity of all service-led communications once a plan exits the sales cycle. This involves collaborating with various teams to gather necessary information and translating it into user-friendly formats. You will also play a key role in developing training materials and resources that empower service teams to effectively communicate with clients. Your work will directly impact how well clients understand and utilize the services offered by Vestwell, contributing to overall customer satisfaction and retention.

What we offer

Vestwell provides a dynamic work environment where innovation and collaboration are encouraged. You will have the opportunity to work with a diverse team dedicated to redefining how people save for critical life aspects. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in making a meaningful impact in the financial technology space, helping millions of savers achieve their financial goals.

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