Retirement Sales Activation Coordinator

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Sales Activation Coordinator based in the United States.

Join a fast-growing fintech environment dedicated to making retirement savings more accessible to employees across the country. As a Retirement Sales Activation Coordinator, you will play a key role in ensuring a smooth transition from customer sign-up to successful onboarding. You will serve as the primary point of contact during the initial implementation phase, guiding new clients through essential setup activities and documentation. Working closely with sales, operations, and quality control teams, you will help deliver an outstanding customer experience while keeping implementation processes on track. This role combines client relationship management, operational coordination, and process improvement. It offers an opportunity to contribute to a meaningful mission while growing within a dynamic, collaborative, and rapidly evolving organization.

Accountabilities:

Coordinate the initial onboarding and implementation process for newly signed clients, ensuring a seamless transition from sales to implementation.
Collect and verify company information, banking details, and required documentation for one or multiple businesses based on ownership structures.
Proactively contact clients to schedule account setup calls and ensure timely completion of onboarding milestones.
Obtain documentation from previous retirement plan recordkeepers and collaborate with the Quality Control team to support benefits analysis.
Work closely with internal teams, particularly Sales and Operations, to address customer needs and ensure a smooth onboarding experience.
Manage internal and external stakeholders, proactively following up on outstanding requirements and keeping implementation timelines on track.
Verify billing information and ensure the accuracy of client account details.
Identify opportunities to improve workflows, streamline processes, and support the team's ability to scale efficiently.
Take ownership of assigned plans while contributing to broader team objectives and other operational priorities.
Requirements:
At least 3 years of experience in a client-facing position within the financial services or retirement industry, preferably in account management, customer onboarding, or sales.
Working knowledge of 401(k) retirement products and plans; previous experience in 401(k) implementation or onboarding is a strong advantage.
Strong interpersonal and communication skills, with the ability to build positive client relationships and explain complex information clearly.
A proactive, customer-oriented mindset, with a genuine interest in helping clients and delivering an excellent service experience.
Excellent organizational and time-management skills, with the ability to manage multiple implementation projects and competing priorities simultaneously.
Exceptional attention to detail, including the ability to identify inconsistencies, verify documentation, and maintain accurate records.
A strong sense of ownership, accountability, and follow-through, particularly when managing customer requests and outstanding requirements.
Ability to work collaboratively within a team while independently managing an assigned portfolio of plans.
Previous experience in a fast-paced, high-growth technology or software company, with the flexibility to adapt to changing priorities and evolving processes.
Familiarity with tools such as Zoom, Gmail, and Microsoft or Google Workspace is preferred but not required.
Availability aligned with Pacific Standard Time (PST) is preferred.
Benefits:
Competitive compensation: Hourly base pay ranging from $24.04 to $26.46, depending on geographic location, relevant skills, and professional experience.
Retirement savings: Access to a company 401(k) plan with a dollar-for-dollar employer match of up to 4% of compensation, immediately vested, with no plan fees.
Health coverage: Comprehensive medical, dental, and vision insurance options.
Time off: Competitive paid time off and parental leave policies.
Financial wellness: Unlimited access to financial guidance, digital resources, and professional support to help employees manage their finances and equity.
Mental health support: Enhanced mental health services and resources for employees and their dependents.
Family-building support: Fertility healthcare and family-forming benefits.
Student loan assistance: Access to resources and guidance to help employees and their families plan, borrow, and repay student loans.
Remote work support: Monthly work-from-home stipend and quarterly lifestyle stipend.
Team engagement: Virtual social activities, team-building experiences, and company offsites that encourage collaboration and connection.
Career development: The opportunity to grow professionally within a rapidly expanding, mission-driven fintech environment.