Retirement Software Support & QA Specialist

Perseus Group, Constellation Software; United States; Remote; USD 68,000 - 83,000; Full time

Benefits offered by this job

Profit sharing bonus plan

Health, dental, vision benefits

401(k) with company match

Job summary

Perseus Group, part of Constellation Software, seeks an experienced Customer Service professional for CalcAir benefits software. You will support customers via phone and email, influence system changes with the development team, and test new features to ensure compliance and user satisfaction.

You will create training materials and webinars for regulatory updates, contribute to continuous improvement, and engage with customers to optimize the overall experience.

Qualifications

• 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 (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.

Responsibilities

• 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.

Skills

Client services

Software support

ERISA knowledge

Automation awareness

Education

ASPPA/QKA or NIPA credentials helpful

Tools

Ticketing systems

Performance tracking tools

Retirement plan software (CalcAir)

DATAIR

Relius

ASC

FT Williams

Job description

Perseus Group, part of Constellation Software, seeks an experienced Customer Service professional for CalcAir benefits software. You will support customers via phone and email, influence system changes with the development team, and test new features to ensure compliance and user satisfaction.

You will create training materials and webinars for regulatory updates, contribute to continuous improvement, and engage with customers to optimize the overall experience.