Vestwell Benefits Overview

Analyze stakeholder and project requirements, translate them into functional features, partner with Product, Engineering, and QA, define acceptance criteria and test cases, identify bugs, support resolution, perform functional testing, and provide product sign-off. The role also involves documenting use cases, communicating decisions, and developing data-product solutions using SQL and the company’s data stack.

Develop machine learning strategy, algorithms, predictive analysis, and AI-BI solutions. Translate stakeholder needs into data product requirements, partner with engineering and QA, define acceptance criteria, test features, support bug resolution, and track usage trends. The role also contributes to product planning, process improvement, and research modeling across Vestwell’s financial savings products.

Own workforce forecasting, capacity planning, scheduling, and real-time operations for multichannel employer service queues. Build staffing models, manage schedules and intraday adjustments, monitor service-level metrics, administer WFM and case management tools, and present data-driven recommendations. The role also improves processes, documents policies, supports seasonal retirement-plan demand, and protects confidential plan sponsor and participant data.