Human Interest

Compliance

• Prepare and review compliance testing results (including ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), and 415) in a fast paced environment
• Review and interpret plan documents to determine plan provisions
• Design and prepare plan documents for new or conversion plans
• Prepare plan document amendments as needed
• Calculate annual contributions, including new comparability
• Review, prepare and ensure timely filing of Forms 5500, 5330 and 8955-SSA
• Assist Account Management team with questions, problem solving and resolution regarding Compliance issues
• Assist auditors as needed
• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law

Compliance Administrator

Sales

• Lead and facilitate dynamic, instructor-led Onboarding, Continuing Education, and Ad Hoc courses for our Customer Support Specialist and Client Relationship Manager programs.
• Maintain a deep, working knowledge across multiple functional areas, delivering training that seamlessly integrates complex processes often opaque to single-discipline practitioners.
• Elevate advanced learners by addressing outcomes that demand significant prerequisite skills.
• Leverage learning theory to ensure that all methods are implemented to give any and all training experiences and participants the opportunity to continue to grow their knowledge and development.
• Evaluate trainee performance and provide precise, actionable feedback to Sales leaders and Enablement Managers.
• Independently drive the creation of innovative training processes and materials.
• Proactively review and refine training content at regular intervals, ensuring absolute accuracy and currency.
• Prioritize collective success by consistently aligning individual contributions with overarching team objectives.
• Achieve superior training outcomes, consistently securing 80% or higher in all formal trainer performance observations.

Senior Trainer, Revenue Sales Enablement

Account Manager

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Regional Director, Partner Account Manager – Florida Territory

• Coach and mentor a team of Partner Account Managers to achieve and excel revenue goals
• Recruit and retain Partner Account Managers 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, Partner Account Manager – South Territory

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, ensuring financial transactions are processed with the highest accuracy at the speed the business requires; build and refine QC frameworks that catch errors and surface potential risks before they become losses.
• Establish and monitor KPIs—including accuracy rates, processing cycle times, error trends, and customer-impacting metrics—using data to inform decisions, adjust staffing, and drive continuous improvement.
• Serve as an operational bridge between Customer Success and Product/Engineering: synthesize customer experience insights and frontline patterns into clear, actionable feedback that shapes product priorities and process design.
• Identify, prioritize, and lead projects that develop, improve, and scale team processes; leverage systems, automation, and innovative approaches to increase throughput while maintaining a lean operational footprint.
• Develop and meticulously maintain SOPs and supporting materials that are thorough enough to withstand stress tests—ensuring the team can operate consistently and resiliently through volume spikes, personnel changes, and regulatory shifts.
• Partner closely with peer Operations managers to understand cross-team dependencies, share best practices, align on standards, and support Operations as a unified organization.
• Manage escalations involving complex transaction issues, compliance concerns, or system defects, guiding resolution through root-cause analysis and cross-functional collaboration.
• Understand and engage fully on capacity planning driven by new client onboardings, seasonal peaks, and product changes; partner with senior leadership on workforce planning to ensure staffing and training readiness.
• Other duties as assigned.

Manager, Customer Success Operations

Full-stack Engineer

• Design and implement fault-tolerant and robust cloud infrastructures in AWS.
• Design and implement CI/CD for a multi-account, multi-service environment.
• Build tools for engineers that make them more efficient and simplify the development process.
• Collaborate with other engineers and stakeholders to share knowledge and build expertise
• Write clean, high-quality code and tests to keep our system fast, reliable, and monitorable.
• Lead and participate in development life cycle activities like design, coding, testing and production release.
• Contribute to our evolving engineering standards, tooling, and processes.
• Mentor other engineers and deeply review code.

Senior Software Engineer

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 – Pacific Northwest Region

Operations

• Enthusiastically coach and develop a team of Operations Specialists/Associates
• Manage escalations, carefully managing complex issues to a full resolution
• Coach and develop team members to meet their career and business goals
• Monitor and react to changes in leading Indicators and other KPIs to drive excellence in processing financial transactions.
• Identify and solve for process improvements
• Ensure excellent customer service by monitoring productivity and quality of the team
• Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions.
• Utilize retirement service knowledge to answer questions or work to gather details from others to accomplish the teams original question
• Keep team updated on new processes and product enhancements
• Increase efficiency of existing organizational processes and procedures to enhance and sustain the organization’s internal capacity
• Take part in cross functional initiatives/projects
• Partner with peers and manager on staffing and training needs
• Proactively work to improve efficiencies and effectiveness of the team
• Balance workload within team and across teams
• Anticipate needs of the team as new clients are on boarded by the sales team, communicate to leadership and peers of needs
• Other duties as needed

Operations Manager

Account Executive, EST Timezone

Account Executive, South Region

• Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts.
• Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays.
• Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes.
• Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency.
• Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes.
• Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables.

Trade Operations Associate

• Build, hire, and develop a high-performing Quality Assurance team focused on proactively preventing customer escalations through monitoring of critical metrics across contribution processing, payroll integrations, system stability, and service delivery
• Serve as strategic thought partner and operational right hand to the VP of Customer Success & Operations, translating strategic priorities into actionable plans and driving execution across the organization
• Lead cross-functional initiatives that span Customer Success, Operations, Product, and Engineering to improve service quality, reduce financial liabilities, and optimize operational performance
• Own the proactive monitoring strategy and design alerting systems, intervention protocols, and SLAs for issue detection, response, and resolution across all critical customer escalation drivers
• Drive root cause analysis and partner with Product and Engineering leadership to resolve systemic issues; track and report on financial impact including prevented VFCP payments, QNECs, and penalties
• Prepare executive-level reporting, analysis, and recommendations; manage special projects and strategic workstreams for the VP
• Develop quarterly and annual operating plans for the Quality Assurance function, including goal-setting, resource allocation, and prioritization

Senior Manager, Customer Success, Operations

• 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

Retirement Sales Activation Coordinator

• Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans
• Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement
• Meet monthly activation targets by closely working client pipelines, managing client timelines, objection handling to keep clients in the flow and ensuring adherence to process and talk tracks.
• Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience.
• Work cross-functionally within our organization (specifically with sales and account management) 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