# Senior Associate, Employer Services Account Manager at Vestwell

- Company: Vestwell
- What the company does: 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.
- Company website: https://vestwell.com/
- Type: Startups
- Level: Senior
- Location: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ | Remote
- Work setup: Remote
- Pay: $70K to $80K base salary per year (USD)
- Posted: 2026-06-22
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/7774850003
- Page: https://www.1752.vc/careers/jobs/vestwell-senior-associate-employer-services-account-manager/

## 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

Tags: Employer Services