Fast Track Specialist

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Requirements:

• 3+ years in a role that demonstrates troubleshooting and problem-solving skills.
• At least 1 year of customer service experience with strong verbal and written communication.
• Strong work ethic, ability to work independently, and manage project plans.
• Passion for process improvement and demonstrated ability to lead change.
• Experience with retirement plans or payroll providers and understanding of industry regulations.
• Desire to learn new systems and expand knowledge about the retirement industry.
• Strong focus on quality and PC skills, including G-Suite products.
• Ability to adapt to various client systems and troubleshoot software issues.

Responsibilities:

• Communicate with customers to identify needs and help establish 401(k) plans.
• Educate and inform newly signed customers about their retirement savings options.
• Collaborate with sales and account management to meet customer needs.
• Drive processes forward, managing stakeholders to keep customers engaged.
• Identify areas for process improvement to facilitate team scaling.
• Serve as the main contact for clients to establish technical integrations with payroll providers.
• Analyze payroll data for accuracy and troubleshoot data flow issues.
• Evaluate data discrepancies and make necessary adjustments.
• Draft procedures for payroll-related information flow compliant with regulations.
• Investigate technology issues and develop implementation solutions.
• Guide clients through data analysis and assist data transmission.
• Communicate professionally with clients focusing on solutions.
• Lead projects for process improvement impacting the business.