About Our Client

Our client believes in providing a straightforward and cost-effective way for individuals to save for retirement. By offering automated and affordable retirement plans, they empower both companies and individuals to invest in their financial future with confidence.

Location: Remote (Reside in MT or PT time zones; open to candidates in CO, WA, or El Paso/Hudspeth Counties, TX)

Salary Range: $70,000 annually plus additional benefits

About the Role

The hiring company is seeking a Customer Onboarding Coordinator to join the Customer Operations team. As the Onboarding Coordinator, you will be the initial contact for small businesses adopting a new 401(k) plan and provide ongoing support throughout the implementation process. Working closely with a diverse client portfolio, ranging from small business owners to C-level executives, you will report to the Onboarding Manager.

Responsibilities

• Serve as the primary point of contact for clients via phone and email
• Support new client onboarding and education initiatives
• Collaborate with Sales, Operations, and Customer Success teams
• Gather client feedback to drive product enhancements
• Contribute to monthly and ad-hoc projects
• Assist in documenting processes and procedures

The Team

The Onboarding team plays a crucial role in delivering an exceptional and educational experience to clients. Dedicated to simplifying the implementation process of employee benefit systems, the team builds trust, approachability, and transparency to ensure a positive client journey with the company's products.

Required Qualifications

• 2+ years of client-facing support experience
• Proficiency in customer support platforms and CRMs (e.g., JIRA, Salesforce, Talkdesk)
• Ability to adapt to new technologies and optimize client experiences
• Strong problem-solving skills with a creative and analytical approach
• Excellent communication skills (phone, listening, and writing)
• Bachelor's degree or relevant experience

Offer Package

• Competitive salary of $70,000 annually
• Flexible vacation policy
• Equity options
• 401(k) with matching contributions
• 100% paid employee insurance coverage
• Annual learning and development stipend
• Parental leave benefits
• Sabbatical eligibility after five years of employment