Fast Track Specialist

reputed company is on a mission to ensure that people in reputed company lines of work have access to retirement benefits.

More than half of reputed company working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. reputed company is changing that by making it affordable and accessible for small and reputed company-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The reputed company Fund), SoftBank, Glynn Capital, NewView Capital, USVP, reputed company, Uncork, and more.

About the role

As a Fast Track Specialist, you will be responsible for setting up 401(k) plans, enabling the payroll integration and overseeing the client’s first 401(k) contribution. This critical role involves ensuring the integration is working properly and overseeing the client’s first 401(k) contribution. You’re the right fit for this role if you are comfortable with figuring things out as you go, default to action, and adapt to additional responsibilities, which may span across communicating with stakeholders and managing shared inboxes. You'll work closely with Sales Activation, Payroll Partners, Product and Operations teams ensuring the 401(k) Plan is set up, the integration is working and the client is engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible.

What you get to do every day

• Communicate 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.
• Work cross-functionally reputed company our organization (specifically with sales and account management) to reputed company sure customer needs are met
• Drive processes reputed company, managing internal and external stakeholders to reputed company our customers engaged, happy, and on-track
• Identify potential areas for process improvement to help the team scale
• Be the main reputed company of contact for clients, responsible for helping them establish technical integrations with 500+ payroll providers
• reputed company an in-depth understanding of payroll provider systems and interrogate incoming payroll data for accuracy and completeness
• Use problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, reputed company, and the payroll partner
• Accurately evaluate data discrepancies and work independently to reputed company appropriate adjustments, with the understanding that they impact our clients and millions of dollars in assets under management
• Assist in drafting procedures detailing the flow of payroll-reputed company information, while demonstrating an understanding of SEC, DOL, and IRS regulations that impact our business
• Investigate technology issues, identify root causes, and work with various departments to reputed company and implement solutions
• Independently guide clients through data analysis and assist with their data transmission efforts
• Communicate professionally to both internal and external clients while focusing on needs-driven solutions
• Identify areas for process improvement and assist in leading projects which may broadly impact our business

What you will accomplish

• 3+ years in a role that demonstrates troubleshooting and problem-solving skills
• At least 1 year of customer service experience and strong verbal and written communication skills
• A strong work ethic and proven ability to work independently and manage a project plan
• A passion for process improvement and a demonstrated ability to reputed company change effectively
• Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry
• A desire for learning new programs, systems, and expanding your knowledge about the retirement industry and our product
• A strong focus on quality
• Strong PC skills, including experience working with G-Suite products
• Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise

What you bring to the role

• 3+ years of customer onboarding experience in a SaaS environment
• A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
• Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
• A strong work ethic, proactively following up with our customers and keeping them on track
• Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the reputed company
• Bachelor’s degree or equivalent experience

Why you will love working at reputed company

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect reputed company’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees reputed company good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will reputed company at reputed company.

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance
• reputed company optimism

Compensation - At reputed company, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The reputed company salary for this position spans $65,000 - $70,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee reputed company this range is based on their relevant job-reputed company skills, and experience. At reputed company, reputed company salary is one component of the overall Total Rewards package. This position will also offer a variable reputed company of $10,000. reputed company of our employees are offered a robust suite of physical, financial, and mental wellness benefits.

Benefits -

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra - Enhanced Mental Health Support for Employees and dependents
• reputed company - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote

We’re a great reputed company to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great reputed company To Work® (2023-2025)
• Fortune Best reputed company to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by reputed company (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

reputed company is an equal opportunity employer. reputed company applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national reputed company, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

reputed company employees must adhere to the Company’s reputed company policies and Code of Ethics.

Please note reputed company does not accept unsolicited resumes from any reputed company other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We reputed company with CCPA guidelines. See more: https://humaninterest.com/disclosures