Client Success Manager III - Retirement Plans - Remote

Overview

The Client Success Manager III at Definiti is responsible for overseeing client success activities for complex and high-revenue clients, ensuring timely completion of tasks and facilitating communication between clients and internal teams.

In Short

• Key point of contact for clients and advisors, ensuring satisfaction and retention.
• Monitor project status and report on deadlines using PensionPro.
• Ensure timely responses to client communications and assist with regulatory updates.
• Lead annual client reviews and meetings.
• Maintain accurate documentation for compliance and audit purposes.
• Identify and engage with high-risk clients to mitigate losses.
• Coach and mentor junior Client Success Managers.
• Collaborate with Sales and Operations on retention strategies.
• Assist with implementation and conversion processes.
• Contribute to the development of best practices for client success.

Requirements

• Strong organizational and project management skills.
• Excellent written and verbal communication abilities.
• Proficiency with PensionPro or similar software.
• Ability to work collaboratively across teams.
• Strong analytical skills and attention to detail.
• Minimum of 5 years in retirement plan administration.
• Experience in a client-facing support role.
• Bachelor's degree preferred.
• ASPPA QKA designation preferred.

Benefits

• Virtual-first work philosophy.
• 401(k) with up to 4% match.
• Flexible PTO policy.
• 12 paid holidays and birthday holiday.
• Paid Parental Leave.
• Medical, dental, and vision plan options.
• Company-paid life and short-term disability insurance.
• Bonus plan eligibility.