401(k) Sales Activation Coordinator

Job Summary

A company is looking for a 401k Sales Activation Coordinator.

Key Responsibilities

• Support onboarding of new clients by collecting necessary information
• Proactively reach out to clients to schedule account set-up calls
• Work cross-functionally to ensure customer needs are met and drive process improvements

Required Qualifications

• 3+ years of experience in a client-facing role in the financial or retirement industry
• Working knowledge of the 401(k) product; experience in 401(k) implementation/onboarding is a bonus
• Experience in a fast-paced, high-growth software company
• Ability to manage multiple plans and contribute to the onboarding core team
• Proficiency in applications such as Zoom, Gmail, and Microsoft/Google Workspace is appreciated