401k Sales Activation Coordinator

Overview

Role involves onboarding clients and ensuring a smooth implementation process.

Ideal candidate has 3+ years in client-facing roles and strong communication skills.

Locations

• United States

Requirements

• 3+ years in client-facing role
• Working knowledge of 401(k) product
• Experience in fast-paced software company

Responsibilities

• Support client onboarding
• Proactively reach out to clients
• Conduct benefits analysis
• Drive processes forward
• Identify process improvement areas
• Confirm billing information
• Manage internal and external stakeholders
• Other duties as assigned

Benefits

• 401(k) plan with employer match
• Health, dental, and vision insurance
• Competitive time off
• Mental health support
• Fertility healthcare benefits
• Student loan resources
• Work-from-home stipend
• Team-building experiences