Client Success Manager - Retirement Plans - Remote

Overview

The Client Success Manager at Definiti is responsible for ensuring client success in managing and administering retirement plans, focusing on communication, project management, and delivering exceptional client service.

In Short

• Oversee client success activities for retirement plans.
• Manage multiple projects and monitor deadlines.
• Facilitate communication between clients and internal teams.
• Assist clients with regulatory updates and fiduciary responsibilities.
• Conduct quality control reviews and ensure compliance.
• Support cross-selling of additional services.
• Lead annual client reviews and meetings.
• Maintain accurate documentation for compliance purposes.
• Identify high-risk clients to prevent losses.
• Contribute to process improvements 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 for problem-solving.
• Minimum of 3 years in retirement plan administration.
• Client-facing customer support experience.
• Willingness to obtain relevant industry designations.

Benefits

• Virtual-first work environment.
• 401(k) with up to 4% match.
• Flexible PTO for wellness and personal matters.
• Paid holidays and parental leave.
• Medical, dental, and vision plan options.
• Company-paid life and short-term disability insurance.
• Bonus plan eligibility.