Customer Success • Entry-Level

Who you are

You have 1-3 years of experience in a client-facing role, demonstrating strong communication and problem-solving skills. You pay attention to detail and can juggle multiple priorities effectively, making you a confident self-starter who thrives in a dynamic environment.

You are passionate about financial technology and understand the importance of closing the savings gap in America. Your ability to build strong relationships with partners will be key to your success in this role.

What you'll do

As a Partner Success Associate at Vestwell, you will play a crucial role in establishing and maintaining strong relationships with our partners. Your primary objective will be to ensure that our partners have a seamless experience with our platform, empowering them to offer workplace savings solutions effectively. You will collaborate closely with various teams to address partner needs and provide exceptional support.

You will be responsible for onboarding new partners, guiding them through our platform, and ensuring they understand how to leverage our products to meet their clients' needs. Your role will involve regular communication with partners to gather feedback, address concerns, and identify opportunities for improvement.

What we offer

Vestwell offers a collaborative work environment where you can grow your skills and contribute to a mission-driven company. You will have the opportunity to work with a diverse clientele and make a meaningful impact on the savings economy in America. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.