Vestwell

Vice President

• Develop and own the go-to-market strategy for the PEO channel, including target segments, positioning, and multi-year revenue and growth plans
• Build, lead, and coach a developing sales organization focused on PEO relationships (e.g., channel managers, partner success, sales engineers as needed)
• Source, negotiate, and close new strategic PEO partnerships while deepening relationships and share of wallet with existing PEO partners
• Partner closely with marketing to build campaigns, enablement, and jointly owned pipeline targets for PEO executive sponsors and field sales
• Support sales processes for PEO acquisition and expansion, including account planning, pipeline management, forecasting, and executive deal reviews
• Establish PEO-specific KPIs (e.g., active PEO partners, attach rate, plans per PEO, “revenue per seat”) and ensure consistent achievement of quarterly and annual targets
• Collaborate with product and operations to ensure offerings, pricing, and service models are competitive and operationally scalable for PEOs
• Represent the company with individual PEO C‑suite stakeholders as well as at industry events, positioning the firm as a strategic retirement/benefit and fintech partner
• Optimize CRM usage and plans that align the team around PEO growth and profitability
• Provide clear, data-driven reporting and revenue insights to the executive team and board, including risks, opportunities, and resource needs

VP, Special Markets – PEO