---
title: 'Senior Marketing Operations Manager (Reporting and Analytics) at Vestwell'
canonical: 'https://feeny.ai/job/senior-marketing-operations-manager-reporting-and-analytics-vestwell-new-york-d2bj51g84bkd'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Marketing Operations Manager (Reporting and Analytics) at Vestwell

- **Company:** Vestwell
- **Location:** New York, NY
- **Posted:** 2026-09-21
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/vestwell/jobs/7997087003

## Job description

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](http://vestwell.com/)

Who Are We Looking For? Vestwell's marketing team is looking for a Senior Marketing Operations Manager to serve as the primary owner of marketing analytics and reporting. This person will partner with Data, Product, and Revenue Technology to understand the data available across Google Analytics, HubSpot, and Salesforce, bring those sources into a consistent reporting view, and build the dashboards marketing needs to measure performance and make better decisions.

The role will also own marketing attributes, the data points used to identify meaningful customer groups and support targeted campaigns. Working closely with Product and Engineering, this person will understand how attributes are defined and used, represent Marketing when attributes change, and help campaign teams apply them effectively.

This is a hands-on analytics and reporting role, not a software or data engineering position. Success requires strong data judgment, practical reporting and dashboard-building skills, a clear understanding of how business systems connect, and the ability to translate stakeholder needs into useful reporting.

What Will You Be Doing?

- Own marketing analytics and reporting. Serve as the main point of contact for marketing performance data, dashboards, recurring reporting, and measurement questions. Establish clear metric definitions and reporting standards so teams use a consistent view of performance.
- Understand and connect the data. Partner with Data and Revenue Technology to map the available pre and post-sale data across Google Analytics, HubSpot, and Salesforce. Determine how those sources should work together, identify access or quality gaps, and create a reliable reporting view of the customer journey.
- Build dashboards and recurring reports. Translate marketing questions into practical dashboards and reports that track initiatives, campaign performance, funnel movement, and business outcomes. Maintain the reports, validate the underlying data, and improve them as needs change.
- Own marketing attributes. Maintain Marketing's understanding of the customer attributes used for segmentation and targeting. Partner with Product to understand how an attribute is defined, where it comes from, and how it can be used. Act as Marketing's point of contact when Product or Engineering proposes a new attribute or a change to an existing one.
- Enable targeted campaigns. Help marketing teams identify useful customer groupings and apply approved attributes to campaign design, audience selection, personalization, and performance analysis. Confirm that segments are based on reliable data and can be measured consistently.
- Measure the marketing funnel. Connect upper-funnel activity and pre-sale engagement to lead progression, sales outcomes, and relevant post-sale signals. Develop campaign and funnel reporting while clearly documenting data and attribution limitations.
- Coordinate across teams. Work comfortably with Marketing, Data, Revenue Technology, Product, and Engineering to define requirements, resolve data questions, prioritize work, and communicate findings in terms each team can use.

## Requirements

The Necessities

- 5+ years of experience in marketing analytics, marketing operations, business intelligence, or a similar data-focused role.
- Advanced hands-on experience with Google Analytics and HubSpot reporting, including the ability to build, validate, and explain reports within each platform.
- Working knowledge of Salesforce reporting and data structures, with the ability to partner with Revenue Technology to obtain and apply the data Marketing needs.
- Experience building dashboards and reporting frameworks in a business intelligence or data visualization tool such as Tableau, Sigma, or Looker.
- Experience reconciling data from multiple systems, documenting metric definitions, identifying data-quality issues, and explaining the limits of the available data.
- Experience using customer attributes, segments, or product data to support targeted marketing campaigns and measurement.
- Strong analytical judgment and the ability to translate business questions into clear data requirements, useful reports, and actionable findings.
- Demonstrated ability to work across Marketing, Data, Revenue Technology, Product, and Engineering teams, including stakeholders with different technical backgrounds.
- Strong project management and communication skills, with close attention to accuracy, consistency, and follow-through.
- Bachelor's degree in marketing, analytics, business, or a related field, or equivalent practical experience.

The Extras

- Experience in financial services, technology, or another regulated industry.
- Relevant Google Analytics, HubSpot, Salesforce, or business intelligence certifications.
- Familiarity with product or behavioral analytics tools such as Amplitude, Mixpanel, or Pendo.
- Basic familiarity with SQL, data warehouses, or data integration concepts. This knowledge is helpful for partnering with technical teams but is not an engineering requirement.

This role will be based in either the New York City office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $105K - $140K 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. Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in [vestwell.com](http://vestwell.com/) is not our Recruitment team.

Vestwell’s [Privacy Policy.](https://www.vestwell.com/privacy-policy) Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: [Vestwell’s California Privacy Rights Policy.](https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&ouid=111643980444675168924&rtpof=true&sd=true)

## About Vestwell

## Company Overview
- **One-liner**: Vestwell is a financial technology platform that powers workplace savings programs including retirement, education, emergency, and disability savings for individuals, employers, financial advisors, and government agencies.
- **Entity Type**: Private (Series E)
- **Headquarters**: 360 Madison Avenue, New York, New York 10017, United States
- **Founded**: 2016
- **Founders**: Not publicly available from search results

## Core Business
- **Primary industry/industries**: Financial technology (Fintech), Workplace savings, Retirement services
- **Target customers**: B2B – financial advisors, employers (small to large), payroll providers, financial institutions, government agencies; B2C – individual savers
- **Mission or purpose statement**: To close the savings gap and build a culture of financial wellness for all.

## Products & Services
- **Retirement Plans (401(k), Safe Harbor 401(k), State Auto IRA)**: Workplace-delivered retirement savings plans with automated payroll sync, compliance, and administration.
- **Student Loan Repayment**: Employer benefit that helps employees pay off student loans faster, often integrated with retirement savings.
- **529 Education Savings**: Tax-advantaged accounts for future education costs.
- **ABLE Disability Savings**: Savings accounts designed for individuals with disabilities, offering tax advantages.
- **Emergency Savings**: Accounts for unexpected expenses, often offered as an employer benefit.
- **Tuition Reimbursement**: Employer benefit for education expenses.
- **White-Labeled Partnership Solutions**: Co-branded portals for advisors, flexible investment options, and integrated compliance support.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total Funding – $625M raised (last round: $385M Series E ~1 year ago)
- **Notable Investors/Partners**: Blue Owl Capital, SLW, Morgan Stanley, HarbourVest Partners, TIAA Ventures, and 31+ other investors.
- **Growth Signals**: 
  - Powers over 85% of government retirement savings programs.
  - 2M+ active savers, 500K+ businesses enabled, $50B+ assets saved across all 50 states.
  - Recognized on CNBC’s World’s Top Fintech Companies, Inc. 5000 (fastest-growing), Forbes America’s Best Startup Employers, Built In’s Best Places to Work, PLANSPONSOR’s Top 10 Recordkeepers.

## Competitive Advantages
- Trusted infrastructure: Backs over 85% of state-run retirement programs.
- Comprehensive, unified platform covering retirement, education, emergency, and disability savings.
- Multilingual, mobile-first design focused on financial equity and underserved populations.
- Deep integrations with 190+ payroll providers and automated compliance at scale.

## Strategic Focus
- Continue expanding the suite of workplace savings products (student loan, emergency, ABLE, 529).
- Scale government partnerships and white-label offerings for advisors and financial institutions.
- Drive financial inclusion through accessible, multilingual technology.
- Invest in AI and engineering talent to personalize and modernize the savings experience.

## Why Work Here
- **Culture**: Hybrid work environment with offices in New York, Austin, King of Prussia, and Scottsdale. Typical on-site expectation is 4 days per week; remote program also offered.
- **Perks**: Competitive health coverage, generous vacation and safe/sick time, paid parental leave, strong 401(k) plan, employee wellbeing committee, and a focus on learning & development.
- **Engineering culture**: Emphasis on innovation, taking on complex challenges, and acting like an owner. 160 product + tech employees out of ~500 total.
- **Values**: “Act like an owner,” “Embrace the difficult,” “Look for the better way,” and “Help me, help you, help us.”

## Sources
1. [vestwell.com](https://vestwell.com/)
2. [greenhouse.io – Vestwell Careers](http://job-boards.greenhouse.io/vestwell)
3. [cbinsights.com – Vestwell Profile](https://www.cbinsights.com/company/vestwell)
4. [builtin.com – Vestwell Profile](https://builtin.com/company/vestwell)

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