Human Interest

Account Manager

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
• Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
• Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

Partner Account Manager

Account Executive

• Work full cycle deals from demo complete to close.
• Research and target companies using prospecting tools.
• Build and manage a pipeline.
• Learn and demonstrate our platform to new prospective customers.
• Negotiate contracts
• Record and document all sales activities in Salesforce.com.
• Successfully utilize all sales tech tools.

Account Executive, SoCal

Account Executive – Pacific Northwest

Director

• Coach and mentor a team of Account Executives to achieve and excel revenue goals
• Recruit and retain Account Executives by hiring for required skills and competencies, while coaching sales and implementation processes
• Manage the end-to-end sales process and forecast sales
• Drive a culture of accountability while having fun in the process
• Travel within your region and nationally to participate in field rides with individual team members, and attend meetings that include sales conferences, trade shows, and partnership huddles.

Regional Director, AE – Mtn West

General Counsel

• Serve as the Front-Line Legal Advisor to Customer-Facing Teams: Be the go-to ERISA resource for the internal teams that work directly with plan sponsors and participants — providing real-time, practical legal guidance on the ERISA, IRC, and fiduciary questions that surface as customers interact with the platform.
• Serve as the ERISA SME for Product: Be the go-to ERISA resource for the product team as they design and build new features.

Product Counsel, ERISA – Operations

Accounting Manager

• Own the accuracy and integrity of monthly/quarterly/annual financial accounting close
• Manage all key accounting functions including accrued expenses, internally-used software (ASC 350), sales commissions (ASC 340), etc.along with the periodic close process
• Develop new and enhance existing accounting policies & procedures, and internal controls over financial reporting (ICFR) including drafting of desktop procedures for key areas
• Prepare, review and provide flux analysis and key metrics to the broader Finance team in a timely manner
• Work cross-functionally with FP&A, Technical Accounting, Procurement, and other cross-functional teams to successfully align on effective accounting operating standards and practices
• Work with the Technical Accounting team to develop and document process flows and procedures to implement new and/or relevant accounting standards
• Assist with interim and year-end audits, as well as tax requests;
• Supervise staff and provide development and coaching where appropriate. Communicate clearly and follow-up timely to ensure consistent execution of key processes by all team members.
• Participate in other assignments and ad hoc projects as required
• Lead AI automation projects to reduce manual efforts and accelerate the month-end close process.

Customer Success Manager

• Coach, develop, and performance-manage a team of Associates and, where applicable, Team Leads—fostering a culture of precision, accountability, growth, and customer empathy.
• Own and enforce quality control processes and SLA management specifically for the termination and deconversion lifecycle, ensuring business tasks are processed with the highest accuracy.
• Establish and monitor KPIs—including accuracy rates, processing cycle times for deconversions, error trends, and customer-impacting metrics—using data to inform decisions and drive continuous improvement.
• Manage escalations involving complex termination issues, system defects, compliance concerns (e.g., final 5500 filings, testing), and delays in transactions/reports.
• Serve as an operational bridge between Customer Success, Product/Engineering, and Compliance: synthesize customer experience insights and process patterns into clear, actionable feedback that shapes product priorities and process design.
• Identify, prioritize, and lead projects that develop, improve, and scale team processes for terminations and deconversions, leveraging systems (SalesForce, Jira, Snowflake, HEX) and automation.
• Develop and meticulously maintain SOPs and supporting materials that are thorough enough to ensure the team can operate consistently and resiliently through volume spikes and regulatory shifts.
• Oversee the team’s core work, including the creation and monitoring of ticketing activity between multiple operational teams to meet SLAs.
• Oversee key financial activities related to terminations, including reconciliation to capture cash/fund imbalances, plan liquidation, cash movements, processing dividends, and plan audit activities.
• Understand and engage fully on capacity planning driven by client attrition volume, seasonal peaks, and product changes; partner with senior leadership on workforce planning to ensure staffing and training readiness.
• Deliver best-in-class client experience through guidance on the team’s regular interactions with plan sponsors and recordkeepers regarding transition status, required documentation, and follow-up questions.
• Other duties as assigned.

Manager, Customer Success Operations – Terminations and Deconversions

Financial Planning and Analysis

• Drive advisor success by providing expert guidance on plan design, compensation structures, and regulatory documentation requirements through responsive, solutions-oriented support
• Manage and resolve a high volume of advisor inquiries via email and phone, delivering clear, actionable solutions that strengthen advisor confidence and capabilities
• Orchestrate complex problem resolution by coordinating with cross-functional teams including Account Management, Client Services, and Partnerships to ensure comprehensive solution delivery
• Identify patterns in advisor challenges and collaborate with internal teams to develop and implement scalable process improvements that enhance the advisor experience
• Maintain meticulous case management practices, ensuring timely follow-up and resolution tracking while meeting or exceeding service level agreements
• Provide white glove service to financial advisor contacts to take the guesswork out of who they should be reaching out to for support with Human Interest services

Financial Advisor – Operations Specialist

Analyst

• Review and reconcile 401(k) related customer and account data.
• Process customer transactions including but not limited to contributions and distributions.
• Become an expert at operational processes and a source of knowledge for internal stakeholders.
• Build process and policy documentation.
• Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs.
• Complete assignments within SLA and adhere to high-quality standards.
• Trace transaction information through the recordkeeping lifecycle to identify root cause.
• Problem-solve and propose solutions.

Adjustments Analyst

• Writing & Communication: Strong capability to draft persuasive, professional content and edit technical information into clear, client/partner focused responses.
• Project Management: Proven ability to manage multiple, concurrent projects and coordinate with internal stakeholders to meet strict deadlines.
• Technical Proficiency: Google suite, Microsoft excel, Salesforce and various external proposal software.
• Collaborate Across Teams: Work closely with cross-functional teams including sales, marketing, product management, and customer support to deliver seamless partner experiences and identify opportunities for business growth.
• Analytical Ability: Strong skills in interpreting RFP requirements and evaluating complex data to create tailored responses and overall proposals.
• Conflict Resolution: Proactively identify and address any issues or challenges within internal partners or systems, and provide solutions that align with the project objectives.

Partner Account Manager

Account Executive, SoCal

Account Executive – Pacific Northwest

Regional Director, AE – Mtn West

Partner Account Manager

Partner Account Manager

Product Counsel, ERISA – Operations

Accounting Manager

Partner Account Manager

Manager, Customer Success Operations – Terminations and Deconversions

Partner Account Manager

Partner Account Manager

Financial Advisor – Operations Specialist

Adjustments Analyst

RFP Analyst – National Relationship Management