Inside Customer Success Manager

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

Do you have a passion for helping others? Do you love teaching people new things that can make a big difference in their lives? Do you enjoy helping clients improve their results and solve their problems? If so, we have a great opportunity for you.

ShareBuilder 401k is looking for a Customer Success Manager to service our business clients and help them run a great 401k program for their employees. You’ll be the first point of contact and dedicated to providing support and superior service to 401(k) employers and employees. You’ll help lead Americans to save better and smarter. You’ll be working with our plans, sponsors, and participants to help drive participation, usage, and efficient plan design. You’ll build client relationships and loyalty by doing what’s right to help them save for retirement.

As a 401k Customer Success Manager, you will work directly with employers (aka. plan sponsors), HR representatives, and internal ShareBuilder 401k partners to drive greater employee participation and increased saving rates within an assigned book of business. This book of business is comprised of emerging value clients with locations across the US. You will serve as a key service contact for plan sponsors and business partners, focusing on driving client success and community by reinforcing ShareBuilder 401k’s value and sound investing and plan management. Additionally, the Success Manager provides information and education to employees through webinars, one‑on‑one conversations, and other communications. The Success Manager strives to ensure that participants are prepared to make informed decisions regarding their 401k accounts while ensuring a positive customer experience.

Your Daily Adventures

Your typical day will include dozens of interactions with clients and employees on the phone, webinars, etc. You’ll engage with record keepers and internal data systems to provide information, provide solutions, and offer recommendations to clients. You’ll also conduct meetings for groups of employees. You will be the primary messenger spreading the word about how to save for retirement and how ShareBuilder 401k's leading solution helps them get there.

Qualifications for a Great Match

• Loves interacting with people, educating, and solving problems.
• Demonstrated excellence in consultative and influencing skills.
• Avid, quick learner – preference for retirement plan product knowledge.
• Proactive approach to time management and organizational skills.
• You are collaborative and flexible in working with diverse teams and with shifting priorities.
• Strong attention to detail.
• CRPS and/or AIF is great if you have either or both.
• 3 years minimum 401k/financial services industry experience.

Salary Range: $70-$75K (depending on experience)

Our low-cost 401k plans are easy to setup online and are supported by our 401k advisors and specialists. ShareBuilder 401k serves small business and medium‑sized companies, as well as the self‑employed. We offer Roth 401k, Safe Harbor 401k, Traditional 401k, and Solo 401k options. Your 401k plan is paired with investment management expertise and employee education to help you save more.