Retirement Implementation Specialist (401(k))

Location: Atlanta, GA – Hybrid; Denver, CO – Hybrid; Phoenix, AZ – Hybrid. Hybrid employees are expected to maintain regular, predictable attendance and use a secure, reliable internet connection on non-office days.

Salary: $53,750–$64,500 per year in Denver and Atlanta.

Company

hirify.global provides payroll, health insurance, 401(k), and HR products for more than 500,000 small businesses.

What you will do

• Manage a portfolio of 401(k) plan conversions from signing through asset transfer and the first contribution.
• Collect documentation, validate submitted data, and support accurate recordkeeping transitions.
• Serve as the primary contact for plan sponsors and administrators through email, phone, and video.
• Guide employers through onboarding dashboards, prevent implementation delays, and keep plans aligned with their start dates.
• Track activation, readiness, customer satisfaction, and response-time benchmarks.
• Partner with Operations, Sales, Legal, and other teams on asset transfers, client expectations, and complex plan changes.

Requirements

• 2+ years of total work experience, including 1+ year in client-facing implementation, technical account management, or retirement plan administration.
• Experience managing a large, active book of business involving complex, multi-step processes.
• Strong knowledge of SaaS, Operations, or Finance; retirement plan experience is strongly preferred.
• Strong analytical skills and meticulous attention to data accuracy and reconciliation.
• Proficiency with Salesforce and case management and collaboration tools.
• Strong communication skills across email, phone, and video, with a client-first approach.

Nice to have

• Startup or financial services experience.
• RPS or CRPS designation, or active pursuit of either.
• Familiarity with ERISA requirements, payroll systems, bundled and unbundled providers, or Safe Harbor compliance.

Culture & Benefits

• Full-time employees receive base pay, benefits, and RSU equity.
• AI tools are used to streamline workflows, improve client communications, and increase efficiency.
• Work takes place in a collaborative environment across Operations, Sales, Legal, and other teams.
• Regular and predictable attendance is expected for effective real-time collaboration with customers and stakeholders.