Senior Operations Associate (CS)
About The Position
Basic Capital is a fintech company disrupting America’s $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system. Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We’re backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality. For more information, visit Basic Capital’s website.
Requirements
- Proven customer success or account management experience owning a book of clients, ideally in fintech, benefits, or retirement
- A systems builder who has turned high-touch, manual client work into repeatable, scalable programs
- A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount
- Working knowledge of 401(k) administration and what administrators and participants need, or the ability to ramp quickly
- A track record of driving engagement, adoption, and retention across a book of clients
- Comfort running executive quarterly business reviews and navigating multiple stakeholders
Nice To Haves
- Experience building operational tooling, automations, or AI-powered internal systems
- Familiarity with retirement plan compliance and ERISA concepts
- Background in employee benefits, HR technology, or financial wellness
- Experience in fintech or early-stage technology companies
Responsibilities
- Own the ongoing client relationship after launch, serving as trusted advisor to administrators and champion for participants
- Design and help build the programmatic systems, automation, and AI-powered tooling that scale customer success to many clients without scaling headcount
- Run quarterly business reviews and drive engagement programs that lift participation and keep plans healthy
- Deliver continued education to administrators and employees as new features and offerings roll out
- Turn client feedback into prioritized signal for product, and work to iterate on the admin and participant experience
- Assist the support team on escalations and help build the systems that let support scale
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
