Self Service Implementation Specialist – Freelance

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

📋 Description

• Assist Self Service Plan Sponsors as they transition to the client's platform.

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

• Guide clients through the onboarding process by providing clarification, direction, and timely assistance.

• Oversee various onboarding initiatives, identify potential blockers, risks, or areas of confusion, and escalate issues as necessary.

• Offer guidance on timelines, necessary actions, and subsequent steps for onboarding milestones.

• Communicate with both internal and external stakeholders regarding onboarding expectations, available resources, and updates to the process.

• Assist with basic plan design inquiries and provide onboarding education.

• Help clients comprehend tools, workflows, and necessary requirements.

⛳️ Requirements

• Proven experience in client support, project coordination, or roles that involve cross-functional collaboration.

• Track record of delivering prompt and dependable service in a high-volume support environment.

• Excellent communication skills, with the ability to provide clear and concise guidance in time-sensitive situations.

• Familiarity with operational and workflow tools such as Jira, Salesforce, and Google Workspace.

• Capability to adhere to and reinforce standardized processes.

• Demonstrated ability to quickly learn new systems and concepts, applying them effectively in client service contexts.

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

• Helpful / Preferred: Experience supporting Self Service, tech-enabled, or scalable onboarding or support models.

• Helpful / Preferred: Exposure to 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.

• Generous paid time off and holiday schedule.

• Retirement savings plan with company matching.

• Opportunities for professional development and career advancement.