Client Success Manager
About The Position
We're searching for someone who is organized, personable, and highly detail-oriented. If you love building relationships, keeping things in order, and making processes run smoothly, this role is for you. You should be: A natural communicator - Someone who can confidently lead conversations, connect with clients, and provide clear guidance. Highly organized - Able to track details, juggle multiple accounts, and ensure nothing falls through the cracks. Helpful by nature - You should enjoy problem-solving, answering questions, and proactively assisting clients. Detail-driven - Precision matters in 401(k) administration, and you must be diligent about accuracy. Tech-savvy - Able to navigate multiple systems, learn quickly, and use technology to its fullest potential.
Requirements
- 4+ years of experience in client management or account management.
- Strong time management skills - ability to prioritize and stay on top of tasks.
- Proven experience building strong relationships with clients and colleagues.
- 3+ years of experience in team-based environments - collaboration is key.
- Experience with 401(k) plans, payroll, or financial services is a plus.
Nice To Haves
- Prior start-up experience (bonus but not required).
- Familiarity with 401(k) administration, payroll systems, or financial services.
- Experience with Getting Things Done (GTD) methodology or other productivity frameworks.
Responsibilities
- Serve as the primary point of contact for a portfolio of 401(k) plans.
- Assist clients with 401(k) plan setup, onboarding, and initial account configurations.
- Maintain accurate records, track client needs, and ensure seamless follow-ups.
- Collaborate with internal teams to address client questions and ensure a smooth onboarding process.
- Identify areas to improve client experience and proactively address concerns.
- Maintain a high level of responsiveness and professionalism when communicating internally and externally.
Benefits
- A standout 401(k) plan (naturally!).
- Generous stock options-share in our growth and success.
- Flexible work environment-choose where you're most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours-because great work doesn't always happen 9-5.
- Plenty of PTO-we value work-life balance.
- A fully stocked kitchen when you're in the office.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
51-100 employees
