You will support the setup and launch of new client 401(k) plans while managing client pipelines and meeting monthly activation targets. Additionally, you will act as a primary point of contact to educate customers, resolve operational blockers, and ensure a high-quality onboarding experience.
You will manage full-cycle sales deals from demo to close while building and maintaining a robust sales pipeline. Additionally, you will document all sales activities in Salesforce and negotiate contracts with prospective customers.
You will lead a team of relationship managers to drive engagement and sales growth across a portfolio of top-tier financial advisory firms. This role involves building strategic infrastructure, managing high-value partnerships, and collaborating cross-functionally to deliver long-term value.
You will lead the retention team to proactively intervene with at-risk customers and drive positive retention outcomes. Your role involves managing team operations, overseeing performance against targets, and collaborating with cross-functional leaders to address churn root causes.
You will lead, coach, and scale a high-velocity team of Sales Activation Coordinators to manage the front-end onboarding and plan conversion intake process. The role involves driving operational excellence, optimizing workflows through technology, and ensuring seamless handoffs between sales and plan design.
Design and implement robust cloud infrastructure and CI/CD pipelines to support a multi-service environment. Build internal tools to improve engineering efficiency and lead development life cycle activities including design, coding, and testing.
You will be responsible for enabling and optimizing payroll integrations for clients while ensuring data accuracy across systems. This role involves acting as the main point of contact for technical troubleshooting and managing the client's first 401(k) contribution.
You will manage the implementation process for new clients by collecting necessary business information and coordinating account set-ups. Additionally, you will work cross-functionally to ensure customer needs are met while identifying opportunities for process improvements.
The Strategic Partnerships Director will source, negotiate, and close complex, multi-year partnerships with payroll providers, financial institutions, and benefits brokers. This role involves shaping partnership strategy, managing cross-functional execution, and driving revenue growth through new distribution channels.
Act as the primary point of contact for plan sponsors, providing superior customer service and resolving plan-related issues. Manage plan design, ensure compliance with IRS and Department of Labor regulations, and coordinate annual testing and reporting.
Lead the company’s ERISA, DOL, and IRS compliance program, scaling technology-enabled workflows, monitoring, and reporting to maintain the compliance health of 401(k) plans. Manage escalations, remediation, fiduciary governance, regulatory relationships, and compliance team development in partnership with Legal, Product, Operations, and Technology.
You will design, build, and maintain the mobile app experience for millions of users while architecting a modern, modular codebase from scratch. You will also leverage AI coding agents to accelerate development and ensure high-quality, secure, and accessible financial software.
You will lead payroll connection and integration operations teams, managing managers and overseeing frontline execution to ensure seamless connectivity. You will also act as a strategic bridge between sales, product, and engineering to drive operational excellence and process innovation.
Manage the end-to-end hiring lifecycle for Sales and Go-To-Market roles, including sourcing, interviewing, and offer negotiations. Act as a strategic advisor to revenue leadership while driving data-informed hiring processes and candidate experience initiatives.
Design and facilitate modern learning programs while leveraging AI tools to streamline content creation and enablement. Manage talent development projects and collaborate cross-functionally to support employee growth and retention.
The specialist will manage day-to-day accounts payable processes, including invoice processing, employee expense audits, and vendor relations. They will also leverage generative AI tools to automate workflows, extract data, and improve overall financial process efficiency.
You will lead a multi-team organization of Operations Managers to ensure accurate and compliant execution of money movement flows. The role involves translating organizational strategy into actionable plans while driving continuous improvement and cross-functional collaboration.
The Director of Sales Activation will drive efficiency and scalability within implementation processes to ensure a high-impact onboarding experience. They will lead a high-performing team to optimize operational workflows, increase launch volume, and enhance automation across the customer journey.
You will build and lead a new mobile engineering team from the ground up, overseeing the architecture, release lifecycle, and technical strategy for mobile applications. You will collaborate with product and design teams to deliver high-quality, scalable mobile experiences for both employees and company administrators.
The Senior Financial Analyst will develop robust financial models for revenue forecasting and provide actionable insights to support the GTM organization. This role involves collaborating with senior leadership to improve forecasting accuracy and preparing financial materials for Board of Directors and investor reporting.
You will drive planning and execution across design, product, and engineering teams to ensure precise financial operations and money movement. Additionally, you will manage project roadmaps, mitigate risks, and optimize processes to support the company's strategic goals.
You will manage the onboarding and activation process for new clients setting up their 401(k) plans. This involves educating customers, meeting monthly activation targets, and collaborating cross-functionally to remove operational bottlenecks.
The Inside Partner Account Manager will identify and manage new partnership opportunities with CPA and accounting firms to drive lead volume. They will execute high-volume cold outreach campaigns and manage the full sales cycle within a modern SaaS environment.
Manage the full sales cycle from demo to close while building and maintaining a robust pipeline. Document all sales activities in Salesforce and negotiate contracts with prospective small and medium-sized business customers.
You will be responsible for managing partner accounts and scaling solutions to provide retirement benefits to small and medium-sized businesses. Your role involves driving innovation and solving complex problems to help close the retirement gap.
You will be responsible for managing partner accounts and scaling solutions to help small and medium-sized businesses provide retirement benefits. This role involves driving innovation and solving complex problems to help close the retirement gap for employees nationwide.
The Regional Director will lead, coach, and mentor a team of Partner Account Managers to achieve revenue goals within a specific geographic region. They are responsible for managing the end-to-end sales process, forecasting, and driving a culture of accountability.
Manage the full sales cycle from product demonstration to closing deals with small and medium-sized businesses. Prospect, build a pipeline, and document all sales activities within Salesforce.
You will design, build, and maintain foundational services and user experiences while collaborating with domain experts to ensure system reliability and scalability. Additionally, you will leverage AI agents and tooling to automate repetitive tasks and improve code quality across the development lifecycle.
