Retirement Implementation Specialist

📋 Description

• Manage a book of 401(k) plans from signing to activation and first contribution.
• Primary contact for sponsors/administrators via email/phone/video.
• Guide employers through task dashboards and keep plans on track.
• Monitor KPIs: time to activate/ready, CSAT, response time.
• For conversions: gather docs, ensure data submission, coordinate with Ops.
• Coordinate with Sales, Ops, and Legal to resolve setup issues.

🎯 Requirements

• 4+ years total experience; 3+ in client-facing implementation or retirement plan admin.
• Proven ability to manage a large, active book with complex multi-step processes.
• Knowledge in SaaS/Operations/Finance; retirement plan exp; ERISA/payroll familiarity.
• Strong analytical skills and meticulous data accuracy and reconciliation.
• Salesforce proficiency and comfort with case management tools.
• Strong communication across email/phone/video with a client-first mindset.

🎁 Benefits

• Competitive base pay, benefits, and equity (RSUs).
• Total Rewards philosophy explained on the company page.
• AI tools integrated; grow fluency in AI within your role.
• Hybrid work with offices in Denver, SF, and NYC; 2-3 in-office days.
• Equal opportunity employer; accommodations available.