Self Service Implementation Specialist – Freelance

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Assist Self Service Plan Sponsors during their onboarding process to the client’s platform.

• Deliver prompt, accurate, and high-quality responses to inquiries from Self Service clients.

• Navigate clients through the onboarding journey by offering clarifications, guidance, and timely assistance.

• Oversee multiple onboarding initiatives, identifying any obstacles, risks, or confusion, and escalate issues as necessary.

• Provide insights on timelines, necessary actions, and subsequent steps to achieve onboarding milestones.

• Liaise with both internal and external stakeholders regarding onboarding expectations, available resources, and updates to processes.

• Assist with fundamental plan design inquiries and educational support related to onboarding.

• Aid clients in comprehending tools, workflows, and requirements.

⛳️ Requirements

• Background in client support, project coordination, or roles involving cross-functional collaboration.

• Proven track record of delivering swift, reliable service in a high-volume, pooled support environment.

• Excellent communication abilities, ensuring clear and concise guidance in time-sensitive situations.

• Experience with operational and workflow tools, including Jira, Salesforce, and Google Workspace.

• Capability to adhere to and reinforce standardized procedures.

• Demonstrated skill in quickly learning new systems and concepts, applying them effectively in client service contexts.

• Eagerness to understand retirement plan fundamentals, onboarding workflows, and Self Service plan requirements.

• Helpful / Preferred: Experience in supporting Self Service, technology-enabled, or scaled onboarding or support models.

• Helpful / Preferred: Familiarity with retirement plans (401(k)/403(b)), plan administration, or plan conversions.

• Helpful / Preferred: General understanding of ERISA and concepts related to retirement plan compliance.

• Helpful / Preferred: Experience with compliance or recordkeeping systems.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Generous paid time off and holiday schedule.

• Opportunities for professional development and career advancement.