Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
We are looking for a dynamic and experienced Account Manager to join our team. The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.
What they're looking for
- Strategic Advisory: Work closely with clients to understand business goals and challenges, identifying opportunities to introduce additional Vestwell products and solutions
- Cross-Functional Collaboration: Partner with internal teams—including Product, Operations, and Legal & Compliance—to resolve complex client issues, escalate when appropriate, and ensure client needs are met efficiently
- Proactive Outreach & Service Optimization: Conduct proactive outreach to identify service gaps, platform opportunities, and relay the voice of the client to internal stakeholders
- Process & Playbook Development: Design and document account management processes, playbooks, and resources to improve operational efficiency and support team growth
- Problem Solving & Escalation Management: Handle escalated complaints, troubleshoot complex issues, recommend solutions, and coordinate with Legal and Compliance when necessary
- Client Communication & Trust-Building: Serve as the primary point of contact for inbound client inquiries, communicating clearly, professionally, and empathetically to foster long-term relationships
More about this role
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
We are looking for a dynamic and experienced Account Manager to join our team. The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization. In addition, the Account Manager will have the flexibility to jump into other service teams and provide coverage and support as needed.
Our...
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