Account Coordinator (Retirement Sponsor Support)

United States Digital Space LLC; Denver (CO); Hybrid; USD 30,000 - 34,000; Full time

Benefits offered by this job

Benefits

Equity (RSUs)

Job summary

United States Digital Space LLC is seeking an Account Coordinator who excels at connecting with people and solving problems in real time. You will be the first contact for plan sponsors and employers via phone and email, while collaborating with Product, Engineering, and Sales to flag trends and improve the customer experience.

If you thrive under pressure and are motivated to impact people’s financial futures, this role offers a meaningful path in a fast-paced, customer-focused environment.

Qualifications

• 2+ years in customer service or contact center, preferably in B2B SaaS.
• 2+ years delivering customer experiences via phone and email; Payroll, Benefits, or HR Tech is a plus.

Responsibilities

• Deliver exceptional service to B2B customers via phone and email.
• Manage inbound/outbound queues, balance urgency and response times.
• Collaborate with Product, Engineering and Sales to resolve issues.
• Identify trends and surface insights to improve product and processes.
• Navigate Talkdesk, Salesforce, Slack, Google Suite, Confluence and Jira securely.
• Escalate complex issues when needed and follow through to resolution.
• Handle sensitive conversations with empathy and integrity.
• Leverage AI tools to increase efficiency and speed of support.

Skills

Customer service

Phone & email support

Problem solving

Cross-functional collaboration

Communication

Tools

Salesforce

Zendesk

Intercom

Freshdesk

Jira

Confluence

Job description

About the company

At the company, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.

All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build the company should share in its success. Offer amounts are determined by role, level, and location. Learn more about our Total Rewards philosophy.

AI is a fundamental part of how work gets done at the company. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience requirements vary by role and will be assessed during the interview process.

About the Role:

We're looking for someone who genuinely enjoys connecting with people, navigating complexity, and solving problems in real time. In this role, you'll be the first point of contact for plan sponsors and employers reaching out by phone and email bringing warmth, clarity, and solutions to every interaction. You'll also work closely with Product, Engineering, and Sales to flag trends, improve the customer experience, and help shape the product from the front lines.

If you're calm under pressure, quick on your feet, and motivated by making a real difference in people's financial futures, this role is for you.

About the Team:

At the company 401(k), customer care isn't a support function - it's a competitive advantage. Our Account Coordinator team goes beyond traditional service, acting as true advocates for our customers and the businesses that rely on us.

Here’s what you’ll do day-to-day:

• Deliver exceptional service. Be the first voice and face of the company 401(k) for B2B customers, going above and beyond via phone and email to resolve issues and build trust.

• Manage your queue with intention. Balance inbound phone support and email, prioritizing based on urgency while consistently hitting benchmarks for quality CSAT scores, average response time, and time to first response.

• Collaborate cross-functionally. Partner with Product, Engineering, and Sales to troubleshoot issues and deliver the best possible outcomes for customers.

• Identify and surface trends. Spot patterns early and share actionable insights with internal teams to drive product and process improvements.

• Navigate tools with confidence. Manage multiple platforms simultaneously — Talkdesk, Salesforce, Slack, Google Suite, Confluence, and Jira — while handling sensitive information with care.

• Escalate strategically. Know when to escalate complex issues, and see them through to resolution without losing sight of the customer experience.

• Handle sensitive conversations with care. Bring empathy and active listening to emotionally charged situations, finding paths to resolution that reflect the company's values.

• Leverage AI. Use AI tools to work more efficiently and deliver smarter, faster solutions for customers and teammates alik

Here’s what we’re looking for:

• 2+ years of customer service or contact center experience, preferably in B2B SaaS

• 2+ years delivering outstanding customer experiences via phone and email — experience in Payroll, Employee Benefits, or HR Tech is a plus

• Team-first attitude — you collaborate openly, support your colleagues, and show up as a key contributor to team wins

• Drive and ownership — you're self-directed, resourceful, and don't close a case until the customer is genuinely satisfied

• Problem-solving mindset — you dig into issues, think critically, and find the best path forward even in ambiguous situations

• Composure under pressure — you can multitask, reprioritize on the fly, and stay grounded when things move fast

• Adaptability — you pivot quickly when priorities shift and thrive in dynamic, evolving environments

• Clear, confident communication — you're a trusted advisor to customers, delivering consistent support across phone and email

• Curiosity about financial services — you stay current on industry trends and connect the dots between what customers need and what's changing in the space

• Technical proficiency — experienced with CX platforms like Salesforce, Zendesk, Intercom, Freshdesk, or similar tools

• Voice of the customer instincts — you proactively identify feedback patterns and translate them into improvements for internal processes and customer-facing platforms

• Professional integrity — you maintain a high standard of professional and respectful communication with teammates across all channels, including in office and via Slack, ensuring a positive and productive shared environment.

Our cash compensation range for thisrole is $21.80/hr—24.52/hr in Phoenix and most locations. Additional locations will vary based on our geographical pay approach. Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above.

the company has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, the company's subsidiary, whose physical office is in Scottsdale.

Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.

When approved to work from a location other than a the company office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees.

Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at the company.

the company is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. the company considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. the company is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you req