Future Opportunities: Retirement Implementation Specialist

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Manage a dedicated book of business of 401(k) plans from signing through activation, asset transfer, and first contribution processing
• 2
  Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video
• 3
  Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and keep plans on track for their plan start date
• 4
  Monitor and drive performance against key benchmarks including time to activate, time to ready, CSAT, and average response time
• 5
  Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues and align on client expectations

RequirementsAI-extracted

• 4+ years of total work experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration
• Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
• Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred
• Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation
• Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment

Perks & BenefitsAI-extracted