Drive revenue growth by cross-selling 3(16) fiduciary services to existing clients to meet ARR quotas. Manage the full sales cycle from lead identification and outreach to proposal delivery and closing.
DEFINITI LLC
9 Remote Job Openings at DEFINITI LLC
Oversee a team of retirement plan administrators to ensure deadlines, service, and compliance expectations are met. Manage workflow, mentor staff, and serve as a subject matter expert in compliance testing and industry knowledge.
Lead and develop a team of Client Success Managers to ensure high-quality service delivery and client retention. Oversee client portfolios, manage escalations, and implement scalable operational processes to align with organizational goals.
Responsible for analyzing and documenting business processes to bridge the gap between business needs and technical delivery within an Agile environment. Duties include managing the product backlog, creating process maps, and coordinating User Acceptance Testing.
Participant Service Center Representative - Inbound Call Center
DEFINITI LLC
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Full Time
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20 days ago
DEFINITI LLC
Handle inbound and outbound communications to assist retirement plan participants with account balances, withdrawals, and fund transfers. Provide professional customer support and collaborate with team members to improve service delivery.
Oversee client success activities for complex retirement plans, ensuring timely completion of tasks and maintaining high client retention. Act as the primary point of contact for clients and advisors while coordinating with internal teams to manage plan amendments and compliance.
Support the sales team in achieving revenue goals by driving awareness and developing relationships with financial advisors, recordkeepers, and CPAs. Manage the end-to-end sales process from outbound campaigns and proposals to the transition of new business to implementation.
The Retirement Plan Consultant will establish and maintain trusted client relationships by managing the day-to-day operations of assigned retirement plan portfolios, focusing on small and less complex plans. Primary duties involve reviewing plan documents, consulting on administration, performing complex contribution calculations, and conducting required compliance testing.
The 3(16) Consultant will work directly with Plan Sponsors and Financial Advisors to fulfill 3(16) responsibilities. This includes managing projects, ensuring compliance with requirements, and maintaining relationships with clients.
