Senior Associate, Financial Benefits – Retirement

Justworks

Senior Associate managing financial operations and supporting the retirement program at Justworks. Collaborating with teams to improve systems and enhance customer experience.

Posted 4/24/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $70,215 - $83,050 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Support the handling of escalated or complex cases involving the administration of benefits, including but not limited to:
Oversee and negotiate SOP creation and adherence in conjunction with our partner
Flag SLA compliance issues and recurring themes with our partner
Resolve complex benefit inquiries/issues generated by Customer Success and Sales teams within the agreed upon service level agreements (SLAs)
Work closely with internal Benefit Specialist team to identify patterns of outreach to improve customer experience
Share resources such as Confluence pages to the Customer Success team that can clarify SOPs
Build out and maintain internal benefit resources (help articles, training decks, process documentation, etc.)
Participate in internal and regulatory audits of partners, products, and systems
Assist Team Lead with new-hire training for the Associates position
Work closely with third party partner to resolve escalated issues and raise up recurrent problems or system changes
Act as backup to Team Lead on Partner calls including relaying weekly operational issues, feedback, and questions
Work with internal teams and third party partner to track and administer all recurring processes in adherence with deadlines
Consistently evaluate current processes and create new policies and documentation surrounding plan maintenance and servicing guidelines
Partner with our Product, Engineering, and Legal teams to improve systems and resolve issues
Lead feature requests and use-cases to improve backend functionality by working closely with Engineering stakeholders

Requirements

What you’ll need

Minimum of 3 years of work experience in a similar role
Experience working in a fast-paced, data-driven environment
Experience working cross-functionally
Experience with partnership management
Experience with Jira and Confluence or similar software
Ability to work both independently and as a team
Strong analytical, written and verbal communication skills
Ability to learn new technologies quickly
Partnership management experience preferred
SQL knowledge preferred
Knowledge of Employer Sponsored Benefit Plans required
Advanced knowledge of Financial Benefits required
Experience in 401(k) and knowledge of employer-sponsored benefit plans required
QKA, RPF certification, or equivalent strongly preferred

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLdata analysisSOP creationprocess documentationfeature requestsbackend functionalityaudit participationtraining developmentbenefit plan maintenancefinancial benefits

Soft Skills

analytical skillswritten communicationverbal communicationindependent workteam collaborationproblem-solvingnegotiationcustomer experience improvementpattern identificationoperational issue resolution

Certifications

QKARPF