# Associate, Sales Operations

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** New York, NY, King of Prussia, PA
**Role:** Revenue Operations
**Salary:** $60k – $75k/yr
**Experience:** 2+ years
**Skills:** Salesforce, Sales Operations, Revenue Operations, deal desk, CRM, Excel, Google Sheets, Contract Management, data hygiene, salesforce admin
**Posted:** 2026-07-20

> Support Vestwell’s commercial engine across the sales lifecycle, focusing on contracting desk execution, ad-hoc funnel support, post-sale changes, and CRM data hygiene. Requires 2-3 years in sales/revenue operations, hands-on Salesforce experience, and strong attention to detail in a fast-paced environment.

## Job Description

## Responsibilities
- Act as primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
- Ensure contract details align with approved pricing, terms, and internal policies.
- Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions.
- Support active opportunities by resolving data gaps, routing issues, and process blockers.
- Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles.
- Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests.
- Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates.
- Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems.
- Maintain documentation and auditability of all post-sale modifications.
- Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
- Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records.
- Support bulk data cleanup efforts using Salesforce tools and data loader as needed.
- Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership.
- Assist with process documentation and continuous improvement of sales workflows.
- Support system access, user provisioning, and basic Salesforce configuration requests as needed.
- Assist with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.
- Review and clean partner data, update reporting/dashboards, and track key partnership KPIs.
- Contribute to process documentation and assist on deal desk contracting during peak periods.

## Requirements
- Bachelor’s degree or equivalent professional experience.
- 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
- Hands-on experience with Salesforce CRM.
- Strong attention to detail and comfort managing high-volume, transactional work.
- Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness.
- Strong communication and follow-up skills, especially when working cross-functionally.
- Proficiency in Excel / Google Sheets and basic reporting.
- Comfort working in a fast-paced, evolving environment.

## Nice-to-Haves
- Experience supporting a deal desk or contracting workflow.
- Familiarity with post-sale change management processes.
- Salesforce Admin experience or certification.
- Prior experience supporting sales teams directly.
- Exposure to financial services, fintech, or private markets.
- Experience with data cleanup, enrichment, or CRM governance initiatives.

## Compensation
- Expected base salary range: $60,000 - $75,000.
- Eligible to participate in the Company Bonus Pool.
- Eligible to receive new hire equity.
- Comprehensive health benefits, generous time off, 401(k) plan.

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