Customer Service

Perseus Group, Constellation Software; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

CalcAir seeks a Customer Service professional to support retirement benefits software, test updates, and train users. You will help ensure customer satisfaction by testing fixes, contributing to enhancements, and creating training materials.

The role requires experience with pension plans, familiarity with ERISA/regulatory changes, and a proactive approach to using automation to improve customer experience.

Qualifications

• 3+ years of client services or software support in the pension space.
• Deep knowledge of qualified retirement plans, including testing, contributions, distributions, and document maintenance.
• Hands-on experience with retirement plan software platforms.

Responsibilities

• Provide support to customers via phone and email, tracking contacts in our ticketing system.
• Guide system development and testing, advising on required changes and enhancements.
• Test fixes and new features before release to ensure quality.
• Create written materials and webinars for regulatory updates and system features.

Skills

3+ years customer service

Software support

Retirement plan knowledge

Customer testing experience

Automation interest

Regulatory awareness (SECURE 2.0)

Education

ASPPA QKA / NIPA credential (helpful)

Tools

CalcAir

DATAIR

Relius

ASC

FT Williams

Job description

About the Role

Our Customer Service Team is front and center with our customers. We count on our Customer Service Team to contribute to software updates as required laws change. The role also helps us test our software from a user perspective to make sure it meets the needs of the customer. Our Customer Service Team has a deep understanding of retirement plan administration and experience working directly with customers.

About CalcAir

At CalcAir, we've been helping employee benefit professionals breathe easier for over 50 years-and we're just getting started. As a trusted name in benefits software and services, we blend deep industry roots with a forward-thinking mindset. As a proud division of Constellation Software (csisoftware.com), we're backed by the innovation, stability, and expansive reach of a market-leading global software provider. Join a team where experience meets innovation, and where your skills can shape the future of how people work, plan, and retire. If you're ready to make an impact, grow your career, and have a little fun along the way, CalcAir might be the perfect fit. Learn more about CalcAir Employee Benefits Systems

About the Team

Our small team is focused on providing customers responsive support to any issues they face. We're always on the lookout for enhancements we can make to our products to improve the experience of our customers.

Some of the Tasks

• Provide Support to Customers - Via phone and email tracking contacts in our ticketing system
• System Development and Testing - Provide direction to our development team on required changes and enhancements
• Quality Assurance - Test fixes and new features before release
• System Training - Create written material and webinars for new regulations, system features, or areas of concern

About you

• 3+ years of experience in client services or software support in the pension space
• Deep knowledge of qualified retirement plans including compliance testing, contributions, distributions, and document maintenance
• Hands-on experience with retirement plan software platforms (e.g., CalcAir, DATAIR, Relius, ASC, FT Williams, or similar)
• Experience with ticketing systems and performance tracking tools
• Comfortable exploring uses of automation to enhance customer experience
• Familiarity with ERISA and recent regulatory changes, including SECURE 2.0
• Credentials from ASPPA (QKA) / NIPA or active progress toward one will be helpful

About Gemini

We are part of the Gemini Group portfolio and benefit from being part of this collective of strong software businesses. We're connected in many ways, and