Retirement Implementation Specialist

📋 Description

• Manage a dedicated book of business of 401(k) plan conversions from signing through completed asset
• Work with plan sponsors and administrators to gather required documentation and ensure accurate
• Serve as the primary point of contact for plan sponsors and administrators via email, phone, and
• Guide employers through pre-ready task dashboards, proactively preventing stalls and keeping plans
• Monitor and drive performance against key benchmarks including time to activation, time to ready
• Partner closely with Operations and cross-functional teams including Sales and Legal to support

🎯 Requirements

• 2+ years of total work experience with 1+ years in client-facing implementation, technical account
• Proven ability to manage a large, active book of business involving complex, multi-step processes
• Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan
• Strong analytical skills and meticulous attention to detail, particularly around data accuracy and
• Proficiency with Salesforce and comfort working across case management and collaboration tools in a
• Strong communication skills across email, phone, and video with a client-first mindset

🎁 Benefits

• Competitive base pay
• Benefits
• Equity (RSUs)
• Total Rewards philosophy