Onboarding Lead — Remote, Flexible PTO, Scale & SOPs

Strongpoint Partners; United States; Hybride; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Flexible PTO

Remote/Hybrid options

Comprehensive benefits

Résumé du poste

Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions.

You will lead and coach a team of Retirement Onboarding Specialists to deliver seamless client onboarding, oversee the full onboarding process from document review to recordkeeper coordination, and build processes, maintain SOPs, and drive improvements to scale as the business grows.

Qualifications

• Experience leading teams in onboarding or client implementation.
• Strong ability to build and document standard operating procedures.
• Proven track record of process optimization and scale.

Responsabilités

• Lead and coach a team of Retirement Onboarding Specialists to deliver seamless client onboarding.
• Oversee the full plan onboarding process from document review to recordkeeper coordination.
• Build processes, maintain SOPs, and drive improvements to scale as the business grows.

Connaissances

Team leadership

Onboarding

Process improvement

SOPs

Description du poste

Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions.

You will lead and coach a team of Retirement Onboarding Specialists to deliver seamless client onboarding, oversee the full onboarding process from document review to recordkeeper coordination, and build processes, maintain SOPs, and drive improvements to scale as the business grows.