Senior Associate, Sales Strategy

As a Senior Associate in Sales Strategy at Vestwell, you will oversee the launch and management of multi-channel lead activation campaigns, enabling new business opportunities. Your responsibilities also include content oversight for these campaigns, managing sales enablement efforts, and ensuring product pricing aligns with business goals. Your role will involve collaboration across teams to deliver impactful outcomes aligned with our organizational objectives.

Vestwell seeks candidates with experience in business development, sales, or marketing for the Senior Associate role in Sales Strategy. Strong organizational skills, the ability to balance multiple projects, and a knack for effective written and oral communication are essential. Familiarity with Salesforce and other sales technologies is a must, and experience in the fintech or financial services sector is a plus. The ideal candidate should be adaptable to changing needs and enjoy tackling new challenges daily.

To thrive as a Senior Associate in Sales Strategy at Vestwell, you need a balance of analytical and creative skills. Strong written and verbal communication skills are vital for drafting training materials, project roadmaps, and marketing content. Moreover, being proactive, organized, and able to prioritize tasks effectively will help enhance your operational efficiency and contribute to the company's success.

The expected base salary range for the Senior Associate position in Sales Strategy at Vestwell is between $80K and $90K, depending on the location and experience. This role also participates in the company’s bonus pool and is eligible for new hire equity, making it a competitive offering within the fintech industry.

The interview process for the Senior Associate position in Sales Strategy at Vestwell typically begins with initial conversations about your experience and interests. After this, you may undergo a skills screen relevant to the role, followed by a virtual or in-person interview panel. The process concludes with a reference check to ensure a good fit on both sides. We strive for transparency throughout the hiring journey!

To effectively prioritize tasks as a Senior Associate in Sales Strategy, discuss techniques like using project management tools, setting deadlines, and establishing clear goals. Emphasize the importance of aligning daily activities with the company's strategic objectives while remaining flexible to adapt to sudden changes in priorities.

In answering this question, share a specific campaign where your role led to measurable success. Describe the campaign's goals, the strategies employed, and the results achieved. Highlight your ability to analyze data to drive improvements and learnings from the experience.

To address this, focus on the importance of open communication and collaboration. Discuss your approach to actively listening to all viewpoints, facilitating constructive discussions, and working toward a solution that aligns with team goals. Show how this can lead to innovative ideas and stronger teamwork.

This is the perfect chance to detail your proficiency with these tools. Discuss how you have integrated technology into your sales processes to enhance lead tracking, communication, and overall operational efficiency. Providing a concrete example of a project where you utilized these tools effectively would be beneficial.

When asked this, explain how you use key performance indicators (KPIs) such as increased sales conversion rates, improved lead engagement metrics, and feedback from the sales team to assess the effectiveness of sales enablement initiatives. Share that a data-driven approach helps optimize future strategies.

This question allows you to share your approach to cross-department collaboration. Stress the importance of regular communication, joint goal-setting sessions, and using shared platforms for transparency and updates. Illustrate this with an example of how effective alignment has led to successful campaign outcomes.

Demonstrate your commitment to continuous learning. Talk about your methods for staying informed, such as attending industry conferences, following relevant publications, participating in webinars, and engaging with professional networks. This shows your proactive nature and dedication to professional growth.

This question is an opportunity to highlight your adaptability. Provide a specific scenario where project conditions changed unexpectedly, such as shifting priorities or resource limitations, and explain how you successfully navigated those changes while still achieving the project's goals.

Discuss your strategy for understanding the target audience and tailoring content to meet their needs. Include techniques for leveraging storytelling, clear messaging, and incorporating feedback to ensure the content resonates and drives results in sales efforts.

In crafting your answer, share your enthusiasm for the fintech industry and how Vestwell’s mission aligns with your career goals. Discuss your passion for facilitating savings for individuals and businesses and how you believe your skills and experience will contribute to Vestwell's continued success.