Associate, Payroll Implementations

Vestwell is a financial technology company redefining how people save for critical aspects of life. They are seeking entry-level Payroll Implementation Associates to support clients through payroll implementations and ensure a seamless onboarding experience.

Responsibilities

• Support Vestwell clients through coordination with their payroll systems to ensure their payroll implementation is frictionless requiring discretion in how implementation standards are applied to varied payroll systems, client configurations, and fact-specific onboarding scenarios
• Direct client engagement, configuring integrations for a high volume of clients simultaneously, and liaising with internal teams to test and ensure the integration is functioning as intended including assessing readiness, identifying risk, and determining when issues require escalation or alternative solutions
• Independently analyze client-specific payroll configurations, evaluate multiple implementation approaches, identify and resolve complex integration issues, and determine appropriate remediation and escalation paths based on risk, urgency, and business impact
• Analyze existing integration implementation tasks across both payroll systems and Vestwell products to be the subject matter expert for payroll integration requiring independent analysis of system behavior, client configurations, and potential downstream impact
• Collaborate with teams across the Vestwell organization to provide feedback on platform enhancements and procedural efficiencies informed by firsthand investigative work and recurring implementation challenges
• Develop both internal & client-facing knowledge bases; look for ways to continuously improve existing processes by identifying gaps, evaluating alternative approaches, and recommending improvements through appropriate channels
• Maximize team efficiency through timely completion of tasks and projects, in addition to rapidly identifying, sorting, and assigning incoming work across platforms using discretion to assess urgency, complexity, and client impact rather than relying solely on predefined workflows
• Manage the migration and deactivation of existing client integrations within Vestwell’s systems, ensuring a smooth transition through proactive communication and attention to detail including judgment in sequencing activities, mitigating risk, and coordinating stakeholders
• Onboarding and supporting new payroll integration partners, ensuring clear communication, effective collaboration, and strong relationship building to drive long-term success while independently determining readiness, implementation approach, and issue resolution strategies

Skills

• Experience working in a project management/implementation/operational role involving discretion in managing complex, multi-variable workstreams
• Excellent project management skills including independent prioritization and sequencing of tasks
• Ability to manage multiple work streams and competing priorities while determining urgency and impact
• Ability to work independently and with a team exercising judgment with minimal supervision
• Effective communication with many different stakeholders including determining when and how to escalate issues based on assessed risk and impact
• A tight operator who can see the big picture and evaluate downstream operational and client implications
• Excellent client service capabilities informed by judgment in balancing client needs with operational constraints
• Strong written/oral communication and organizational skills to document findings, explain recommendations, and drive resolutions
• 1+ year relevant experience in Financial Services, Operations, or SaaS industries
• Bachelor's degree or equivalent combination of formal education and/or work experience with tools such as Excel used to analyze implementation data and support decision-making
• Experience with work management platforms (i.e. Asana, Slack, Zendesk, Jira and/or Salesforce)
• Payroll system experience
• Retirement industry experience including exposure to regulated operational environments or ERISA-adjacent processes

Benefits

• Eligible to participate in the Company Bonus Pool
• Eligible to receive new hire equity in the Company
• Comprehensive health benefits
• Generous time off
• Dedicated Employee Wellbeing Committee
• Hybrid work model offers flexibility while providing access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
• Competitive 401(k) plan

Company Overview