401k Customer Success Manager – Elevate Employer Savings

ShareBuilder Corp; Seattle (WA); Remote; USD 70,000 - 75,000; Full time

Job summary

A financial services company is seeking a Customer Success Manager to support business clients in managing their 401k programs. This role involves building relationships, driving employee participation, and providing educational resources. Candidates should have a minimum of 3 years in 401k or financial services and possess excellent consultative and organizational skills. The salary range is $70-$75K depending on experience.

Qualifications

• 3 years minimum 401k/financial services industry experience.
• Demonstrated excellence in consultative and influencing skills.
• CRPS and/or AIF is a plus.

Responsibilities

• Drive employee participation and saving rates.
• Provide information and education through webinars and one-on-one conversations.
• Be the primary contact for plan sponsors and business partners.

Skills

Interacting with people

Consultative skills

Problem-solving

Organizational skills

Attention to detail

Job description

A financial services company is seeking a Customer Success Manager to support business clients in managing their 401k programs. This role involves building relationships, driving employee participation, and providing educational resources. Candidates should have a minimum of 3 years in 401k or financial services and possess excellent consultative and organizational skills. The salary range is $70-$75K depending on experience.