401(k) Onboarding & Conversion Specialist

Gusto; Atlanta (CO); Hybrid; USD 54,000 - 65,000; Full time

Benefits offered by this job

Competitive base pay

Benefits

Equity (RSUs)

Job summary

Symmetry is hiring a Conversion Specialist to manage onboarding for 401(k) plan conversions onto our platform. You will handle the full conversion lifecycle from handoff to asset transfer and first contribution, ensuring accurate data and smooth transitions for sponsors and administrators.

The ideal candidate brings 2+ years in client-facing implementation or retirement plan administration, strong data skills, and experience with Salesforce in a fast-paced environment.

Qualifications

• 2+ years total work experience with 1+ years in client-facing implementation or retirement plan administration.
• Ability to manage a large, active book of business with complex, multi-step processes.
• Knowledge in SaaS, Operations, or Finance; retirement plan experience preferred.
• Strong analytical skills and meticulous attention to detail in data accuracy and reconciliation.
• Proficiency with Salesforce and collaboration tools in a fast-paced environment.
• Strong communication skills with a client-first mindset.
• RPS or CRPS designation a plus; ERISA familiarity is a plus.

Responsibilities

• Manage a dedicated book of business of 401(k) plan conversions from signing through asset transfer and first contribution.
• Gather required documentation with sponsors/administrators to ensure accurate data for asset transfer and recordkeeping.
• Serve as primary contact for sponsors and admins via email, phone, and video.
• Guide employers through pre-ready task dashboards to keep plans on track for start date.
• Monitor performance against benchmarks like activation time, readiness, CSAT, and response time.
• Collaborate with Operations, Sales, and Legal to support asset transfers and complex plan changes.
• Leverage AI tools to streamline workflows and client communications.

Skills

Client-facing

Implementation

Salesforce

Data reconciliation

Attention to detail

Communication

Tools

Salesforce

Job description

Symmetry is hiring a Conversion Specialist to manage onboarding for 401(k) plan conversions onto our platform. You will handle the full conversion lifecycle from handoff to asset transfer and first contribution, ensuring accurate data and smooth transitions for sponsors and administrators.

The ideal candidate brings 2+ years in client-facing implementation or retirement plan administration, strong data skills, and experience with Salesforce in a fast-paced environment.