Self Service Implementation Specialist – Freelance Project

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

📋 Description

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

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

• Guide clients through the onboarding process by clarifying requirements, providing direction, and offering prompt support.

• Oversee multiple onboarding initiatives, identifying any blockers, risks, or areas of confusion; escalate issues when necessary.

• Communicate timelines, required actions, and next steps to aid clients in achieving onboarding milestones.

• Engage with both internal and external stakeholders regarding onboarding expectations, resources, and updates on processes.

• Assist with basic plan design inquiries and provide onboarding education to help clients understand tools, workflows, and requirements.

⛳️ Requirements

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

• Demonstrated capability to provide prompt and reliable service in a high-volume support environment.

• Excellent communication skills with the ability to offer clear and concise guidance under time-sensitive conditions.

• Experience with operational and workflow tools like Jira, Salesforce, and Google Workspace; capable of adhering to and reinforcing standardized processes.

• Proven ability to quickly learn new systems and concepts and apply them effectively in client service situations.

• Openness to learning about retirement plan fundamentals, onboarding workflows, and Self Service plan requirements.

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

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

• Preferred: Basic understanding of ERISA and concepts related to retirement plan compliance.

• Preferred: Experience with compliance or recordkeeping systems.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance options.

• Retirement savings plan with company matching contributions.

• Opportunities for professional development and growth.

• Flexible work arrangements and a supportive company culture.