Position Details

Salary $65K – $70K USD / year

Type Not Specified

Experience entry

Exp. Years Not specified

Education Not specified

Category Sales & Business Development

About this role

The Fast Track Specialist supports newly signed customers by setting up 401(k) plans, enabling payroll integrations, and overseeing the first 401(k) contribution. The role ensures the data flow and integration are working correctly while keeping customers engaged and informed.

Key Responsibilities

Communicate with customers to establish 401(k) plans
Educate newly signed customers on retirement plan choices
Drive cross-functional onboarding with sales and account management
Serve as main point of contact for technical integrations with 500+ payroll providers
Evaluate data discrepancies and coordinate adjustments with compliance understanding

Technical Overview

You will manage technical integrations between clients and payroll providers, validate payroll-related data for accuracy and completeness, and troubleshoot issues affecting data flow. The work also includes documenting procedures and applying compliance knowledge involving SEC and DOL-related requirements.

Ideal Candidate

The ideal candidate is an organized, process-driven specialist who has experience setting up 401(k) plans and coordinating payroll integrations end-to-end. They can troubleshoot data and integration issues, educate customers on retirement plan choices, and work cross-functionally with Sales, Payroll Partners, Product, and Operations.

Must-Have Skills

setting up 401(k) plansenabling the payroll integrationoverseeing the client's first 401(k) contributionintegration working properlyoverseeing the client's first 401(k) contribution

Tools & Platforms

500+ payroll providers

Required Skills

401(k) planspayroll integration401(k) contributionpayroll providersSECDOLIRdata accuracydata completenessstakeholder managementprocess improvementtechnical integrationsassets under managementcustomer communication

Hard Skills

401(k) planspayroll integrationSECDOLIR

Soft Skills

comfortable with figuring things out as you godefault to actionadapt to additional responsibilitiescommunicating with stakeholdersmanaging shared inboxesprocess-drivenorganizedfriendlyflexiblecross-functional collaborationproblem-solving and decision-makingindependently adjust data discrepanciesmain point of contacteducate and guide customers

Industry & Role

Industry Fintech

Job Function Set up 401(k) plans and ensure payroll integrations correctly support the client’s first 401(k) contribution.

Role Subtype Customer Success & Support

Keywords for Your Resume

Fast Track Specialist401(k)401(k) planspayroll integration401(k) contributionpayroll providers500+ payroll providersdata accuracydata completenessproblem-solvingdecision-makingstakeholdersprocess improvementSECDOLIRshared inboxestechnical integrationsassets under managementclient onboardingcustomer communication

Deal Breakers

Must demonstrate experience setting up 401(k) plans and overseeing first 401(k) contribution, Must be able to handle technical integration issues involving payroll data accuracy and completeness

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