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 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 be responsible for establishing and nurturing relationships with partners, ensuring they have a seamless experience with our platform. You will work closely with various stakeholders to understand their needs and provide tailored support to help them achieve their savings goals.

You will engage with partners regularly to address their inquiries and provide solutions to any challenges they may face. Your role will involve collaborating with internal teams to ensure that our partners receive the best possible service and support.

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.