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VestwellVestwellNew York, NY

Associate, Sales Strategy

Sales Strategy Associate supporting go-to-market efforts through reporting, financial analysis, Salesforce/Tableau dashboards, and commission/quota planning. Hybrid role based in New York City HQ.

70k – 80k
HybridRevenue Operations

About the role

What Will You Be Doing?

  • Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
  • Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
  • Partner with FP&A to manage commission structures, quotas, and related financial workflows.
  • Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
  • Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
  • Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
  • Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.

Requirements

The Necessities

  • Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
  • Experience building reporting within and extracting data from Salesforce.
  • Proficiency in Tableau and/or Sigma (preferred).
  • Background in consulting and/or financial services strategy (highly preferred).

Skills

ExcelSalesforceTableauSigmaROI AnalysisFinancial ModelingData AnalysisDashboard DevelopmentStrategic Planning
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