Retirement Onboarding Specialist (New Plans)

📋 Description

• Manage a dedicated book of business of new enterprise and starter 401(k) plans from signing through
• Serve as the primary point of contact for plan sponsors and administrators via email, phone, and
• Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and
• Monitor and drive performance against key benchmarks including time to activation, time to ready
• Partner cross-functionally with Sales, Operations, and Legal to resolve setup issues and align on
• Surface client feedback to product and leadership to inform platform improvements, and stay current

🎯 Requirements

• 4+ years of total work experience with 3+ years in client-facing implementation, account
• Proven ability to manage a large, active book of business while staying organized and proactive
• Deep knowledge in one or more of the following: SaaS, Operations, or Finance; familiarity with
• 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
• Ability to identify and escalate potential setup or compliance issues early, partnering with the

🎁 Benefits

• Competitive base pay
• Equity (RSUs)
• Benefits