Ubiquity Retirement + Savings

Onboarding Specialist

• Support the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform.
• Execute plan setup tasks, preparing plan documents, coordinating payroll integration, and managing an active pipeline of new plan cases from contract through go-live.
• Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators throughout the setup process, providing proactive communication, ongoing platform education, and compliance-aware guidance at every milestone.
• Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform.
• Draft plan documents for new clients based on their selected plan design elections.
• Establish trust accounts and confirm investment elections are properly configured.
• Coordinate payroll setup requirements directly with plan sponsors.
• Guide plan sponsors through the process of connecting their payroll system to Ubiquity’s platform.
• Monitor initial payroll submissions after go-live to confirm contributions are processing correctly.
• Document payroll setup configurations and any integration issues encountered for each case.
• Conduct plan setup kickoff calls to establish expectations and review the onboarding timeline.
• Deliver ongoing platform education throughout the onboarding lifecycle.
• Follow up in a timely and organized manner to obtain required documentation.

Client Onboarding Analyst

Sales Development Rep

• Work targeted outbound prospect lists via phone, email, and LinkedIn to generate net-new pipeline.
• Execute high-volume outbound prospecting across phone, email, and social channels on a daily basis.
• Respond to and qualify warm leads from partner and marketing sources.

Sales Development Representative

Recruitment

• Own full-cycle recruiting for Engineering and GTM
• Drive end-to-end recruiting for software engineers, AEs, SDRs, Sales Managers, and Business Operations roles — from kickoff call to signed offer
• Partner with hiring managers to define what great actually looks like for each role and hold the process accountable to that bar
• Keep 8–12 open reqs moving simultaneously without letting candidates or hiring managers go dark
• Build pipelines before you need them
• Source senior engineers and quota-carrying GTM talent through LinkedIn, GitHub, niche communities, referrals, and direct outreach — not just inbound
• Write outreach that earns a reply because it is specific and human, not because it hit a hundred inboxes
• Maintain warm pipelines for recurring roles so we are never starting from scratch mid-quarter
• Own our recruiting infrastructure
• Configure and continuously improve our Lever ATS — pipeline stages, automations, scorecards, offer templates, integrations, and reporting
• Maintain our job description library so every JD is current, accurate, and inclusive
• Use data to drive improvement
• Track time-to-fill, source quality, pipeline conversion, and offer acceptance rates and use those numbers to make real decisions
• Bring market intel and compensation benchmarks to leadership so they have an honest picture of what it takes to hire right now
• Represent Ubiquity well at every touchpoint
• Build a candidate experience that is warm, clear, and respectful — a direct reflection of how we treat people as a company
• Support our employer brand on LinkedIn and Glassdoor and help candidates understand what Ubiquity is building and why it matters

Client Onboarding Analyst

Sales Development Representative

Talent Acquisition Specialist