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
You’re an analytical, detail-oriented planner who can balance service levels, staff utilization, and employee experience, and you understand the seasonal rhythms of the retirement plan business. You’ll partner closely with Employer Service leadership to make sure we have the right people, with the right skills, in the right place at the right time. This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 5+ years of Experience in workforce management, forecasting, or capacity planning in a contact center or service environment
- Experience supporting multichannel queues (phone, email, case/ticket)
- Strong analytical skills, advanced Excel and hands-on experience with WFM tools and reporting
- Excellent communication skills and ability to present data-driven recommendations to leadership
- Ability to manage multiple priorities in a fast-paced environment
- Knowledge of 401(k) or retirement plan services is a plus
More about this role
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
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
Who Are We Looking For?
We're growing our Employer Service team and adding a Workforce Manager to own how we forecast, staff, schedule, and manage in real time. Our team supports 401(k) plan sponsors, payroll administrators, and partners across phone, email, and case queues. The ideal candidate is an analytical, detail-oriented planner...
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