401k Sales Activation Coordinator

• Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership
• Proactively reach out to clients to book the account set-up call
• Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
• Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met
• Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
• Identify potential areas for process improvement to help the team scale
• Confirm billing information for new clients
• Other duties as assigned

• 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
• Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus
• Thrive being a part of a team.
• A “people person” who enjoys interacting with clients and can communicate difficult concepts fluidly
• A strong work ethic, proactively following up with our customers and keeping them on track
• Experience working in a fast-paced, high growth software company where change is a constant
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team
• Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required)

Pay range: $25.45 - $26.45p/h

• A great 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites