Pension Software Support & QA Specialist

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

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.