Who Are We Looking For?

Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

What Will You Be Doing?

Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Day-to-Day You May Also Be Expected To:

• Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
• Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
• Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
• Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
• Collaborate with the team to ensure implementation and ongoing partnership  strategies are optimized to enable Vestwell to achieve its Enterprise goals.
• Support the timely and successful delivery of our solutions according to our partners’  needs and objectives.
• Drive program management efforts with enterprise and strategic partners, ensuring  optimal support structure is in place, identifying new revenue opportunities via
  partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
• Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
• Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
• Drive business requirements, scope, and resource alignment for partner specific  initiatives, including project plan, workstreams, and timelines.
• Own successful delivery of partner specific initiatives, ensuring objectives are met, risks  mitigated, and expected outcomes are achieved.

Requirements

The Necessities

• 7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

The Extras

• Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
• Ability to identify and implement solutions for process improvement.
• Ability to work independently and manage workload to achieve desired goals.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $120K - $135K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Who Are We Looking For?

Vestwell is expanding and we’re excited to onboard a Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

What Will You Be Doing?

Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Day-to-Day You May Also Be Expected To:

• Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
• Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
• Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
• Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
• Collaborate with the team to ensure implementation and ongoing partnership  strategies are optimized to enable Vestwell to achieve its Enterprise goals.
• Support the timely and successful delivery of our solutions according to our partners’  needs and objectives.
• Drive program management efforts with enterprise and strategic partners, ensuring  optimal support structure is in place, identifying new revenue opportunities via
  partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
• Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
• Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
• Drive business requirements, scope, and resource alignment for partner specific  initiatives, including project plan, workstreams, and timelines.
• Own successful delivery of partner specific initiatives, ensuring objectives are met, risks  mitigated, and expected outcomes are achieved.

Requirements

The Necessities

• 3-5 years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

The Extras

• Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
• Ability to identify and implement solutions for process improvement.
• Ability to work independently and manage workload to achieve desired goals.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $85K - $100K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Who Are We Looking For?

We’re looking for a systems-minded operator who can own the feedback loop between our service channels and our knowledge ecosystem. You’ll ensure our external help center, agent knowledge, and AI training content stay tightly aligned to our highest volume tickets, channels, and categories, so both AI enabled automated and human agents resolve issues quickly and consistently. You will ultimately own the operational knowledge layer that powers both human and AI service resolution.

The ideal candidate thrives on bringing structure to complex operational challenges.You are both detail oriented and execution-focused, someone who can see the big picture while managing the day-to-day mechanics that move work forward. You will work within the operational rhythm and workflows, leveraging the AI feedback to improve the performance, identify and implement knowledge system improvements. 

This role owns the operational feedback loop between service demand signals (tickets, calls, AI conversations) and the knowledge systems that power both automated and human issue resolution. This role reports to the Director of Business Operations.

What Will You Be Doing?

As a Senior Associate, Knowledge Systems & Management, you will serve as an individual contributor responsible for driving operational initiatives from intake through implementation, while continuously improving the systems and documentation that support our internal teams.

Your responsibilities will include, but are not limited to:

• Build the infrastructure to monitor service channel trends and partner with the marketing team to create and optimize AI training content, agent knowledge resources, and customer facing support content.
• Ensure accurate knowledge is surfaced effectively within the agent workspace to support fast and accurate resolution of customer issues and utilized as part of automations that drive operational efficiency.
• Own the creation, maintenance, and governance of operational documentation, including workflow guides and internal knowledge resources.
• Collaborate with Marketing when internal knowledge informs customer-facing content to ensure alignment between internal processes and external guidance.
• Identify and implement changes that improve agent productivity, including increasing tickets resolved per day, reducing average handle time, and improving first-touch resolution rates. Ultimately, you’ll be expected to set targets for some of the following operational KPIs and ensure they are achieved:
  • First Touch Resolution
  • AI Containment Rate
  • Agent Handle Time
  • Tickets per Agent per Day
  • Help Center Deflection Rate
• Continuously review AI-handled conversations, agent interactions, and operational signals to identify gaps in the knowledge corpus.
• Analyze the effectiveness of the knowledge ecosystem by comparing the content surfaced to customers with the types of issues appearing in service channels. 
• Collaborate with marketing to refine external support content while maintaining ownership of the operational knowledge structure and accuracy. 
• Partner with AI and Business Systems teams by providing operational input and recommendations based on knowledge system performance and service outcome goals.
• Partner with Service leadership to align content improvements with operational needs while maintaining clear ownership of execution decisions.
• Track progress, identify risks and blockers, and proactively escalate issues to ensure successful and timely delivery.
• Translate system updates, process changes, and technical concepts into clear, actionable guidance for internal stakeholders.
• Support the BizOps team with operational changes to empower quick turnaround on the roadmap improvements

Requirements

The Necessities

• Ability to independently drive operational improvements from problem identification through implementation.
• Design and run small operational experiments to improve AI resolution rates, agent workflows, and knowledge effectiveness.
• Exceptional attention to detail and a commitment to operational accuracy.
• Excellent written and verbal communication skills, particularly in cross-functional environments.
• Demonstrated experience (2+ years preferred) in operations, process improvement, project coordination, or a related function.
• Proven ability to bring structure to ambiguity and execute with minimal oversight.
• Highly organized, proactive, and solutions-oriented mindset.
• Experience working with a help center or knowledge base (e.g Zendesk, Salesforce, Confluence) or similar. 
• Comfortable using ticket and channel data (exports, dashboards, or basic queries) to decide what to build or improve. 
• Familiarity with customer support concepts and metrics (CSAT, ASA, handle time, etc)

The Extras

• Experience in fintech, financial services, or a regulated operational environment.
• Familiarity with Jira, Confluence, Zendesk, Asana, AWS tools such as Connect or similar workflow and documentation tools.
• Experience writing customer facing help content, 
• Experience working in or alongside service centers. 
• Hands on experience with AI support tools (chatbots, virtual agents, or similar)

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.

The expected base salary range for this position is $70K - $85K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Lucid is building a brand. A luxury brand centered around sustainability and the human experience. We’re looking for enthusiastic and conscientious Studio Associates to build Lucid with us.

As a Studio Associate in a Lucid studio your primary responsibility will be to deliver exceptional, personalized, customer interactions.

You are a motivated and engaging quick learner with a desire to provide memorable and enjoyable customer experiences.

To be successful in this role you should be an incredible communicator and conversationist with the ability to recognize subtle social cues. You will be eager to support the studio team with ad hoc tasks where required and consistently act as a brand promotor and facilitate the customer journey.

The Role:

• Be a critical Lucid Ambassador; the first point of engagement guests will have with Lucid
• Welcome guests in an engaging, courteous and sincere manner
• Demonstrate excitement and create intrigue about Lucid products
• Needs Assessment: Effectively gauge customer needs through personalized interactions and insightful questioning.
• Pipeline Management: Maintain and build a robust customer pipeline through disciplined practices.
• CRM: Utilize Salesforce as CRM tool to track and manage customer interactions with consistent and timely engagement
• Conduct test drives and articulate desired points of interest ensuring an exceptional experience while driving Lucid vehicles.
• Competitive landscape: Take initiative to understand competitor models and packages in order to educate customer on why Lucid
• Effectively communicate the benefits of Lucid products and being a member of the Lucid community
• Gauge guests' requirements and interests to deliver a personalized and relevant interaction
• Be responsible for lead capture and progression of guests through initial part of the Lucid journey
• Manage and overcome customer challenges in a cordial and calm manner
• Ensure all studio assets are presentable and consistent with the Lucid brand image
• Keep a keen eye on any pain points or bottlenecks observed during daily studio operations, think creatively and offer improvement suggestions
• Remain available for ad-hoc activities to improve studio operations and customer experiences
• Support local marketing initiatives and events to build brand awareness
• Maintain a continuing desire to learn and develop to progress your career with Lucid Motors
• Assist with daily operations as needed

Qualifications

• Completed, or working towards, Bachelor's degree or equivalent is preferred.
• Exceptional people skills including strong oral and written communication, empathy and active listening ability.
• Ability to deliver outstanding customer experiences in a fast paced and dynamic environment.
• Conscientious, responsible and reliable.
• Curiosity and passion about electric vehicles and the premium vehicle market and competitive landscape
• Comfortable operating in ambiguous retail environment
• Physical requirements include the ability to twist, bend, squat, reach, and stand for extended periods of time with or without reasonable accommodation.
• Familiarity with CRM tools a plus
• Flexible availability including extended holiday mall hours, holidays and weekends
• Valid driver’s license with no suspensions within the past year.   Drivers under 21 must have maintained a Driver’s License for a minimum of 3 years and successfully complete Lucid Training upon hire

Base Pay: 

$23/hr (Hourly) 

Your Responsibilities as a Project Manager:

• Lead and manage a diverse portfolio of environmental projects.
• Write and review technical reports and proposals.
• Prepare and deliver marketing presentations.
• Hire and manage subcontractors.
• Mentor and train scientific staff; potential to manage direct reports.
• Support growth focused approach to client communications.
• Ensure quality work product.
• Ensure safe performance of project work.
• Source for new business opportunities. 

What we're looking for: 

• 5+ years of relevant environmental experience.
• Ideal candidate will have a book of business surrounding remediation and environmental investigation projects.
• Additional certification strongly desired (e.g. PG, LSRP, PE, etc.)
• Demonstrates proficiency in applicable regulations and guidance (e.g. PADEP, NJDEP, NYSEC, etc.)
• Proficient in generating a work product, with staff Scientist support, compliant with applicable regulatory and company protocols/SOPs, that requires minimum revision by a Senior reviewer.
• Ability to manage a project to completion, within the project budget.
• Identifies out of scope tasks/effort, qualifies value, and secures change order approval.
• Compliance with billing schedules, Accounts Receivable management, and other financial SOPs for the purpose of increasing cash flow and decreasing WIP.
• Communicate plan, schedule, and status utilizing company procedure/SOP.
• Consistently plans and organizes workflow to minimize last minute demands on company resources.
• Ability to provide Senior management with accurate 3-month projections of resource needs (total staff hours, subcontracted cost) to implement contracted work in their projects.
• Ensures Company and subcontractor contracts are in‐place and utilized.
• Eliminates barriers and drives projects to completion with weekly oversight/direction from Senior management.
• Develops new opportunities with existing clients with direct involvement of Senior management.
• Projects technical competence and regulatory knowledge to generate confidence with client and project team. 
• Familiarity with Deltek Vantagepoint, DOMO, and HubSpot desired but not required.
• Needs to be regionally located near Philadelphia 

Why you'll love working with us:

• Company-subsidized medical and dental
• Company-paid life, short, and long-term disability
• 401k match, tuition assistance, and more
• Cross-training and the ability to work on a variety of projects
• Performance-based bonuses or other incentives
• Working with the best and brightest in the industry
• 2,000+ employee national firm with 70+ locations across the US.

#LI-MW1

Req ID: 11341