Customer Service (Retirement Plan Software)

Location: Remote - USA

Salary: USD 67,500–82,500 per year, plus eligibility for a company profit-sharing bonus plan.

Company

CalcAir is a benefits software and services business within the hirify.global, Constellation Software, and Gemini Group portfolios, supporting employee benefit professionals and retirement plan administration.

What you will do

• Provide customer support by phone and email while tracking contacts in the ticketing system.
• Contribute direction to the development team on required software changes and enhancements driven by customer needs and regulatory updates.
• Test fixes and new features from a user perspective before release.
• Create written materials and webinars covering new regulations, system features, and areas of concern.

Requirements

• 3+ years of experience in client services or software support in the pension space.
• Deep knowledge of qualified retirement plans, including compliance testing, contributions, distributions, and document maintenance.
• Hands-on experience with retirement plan software platforms such as CalcAir, DATAIR, Relius, ASC, FT Williams, or similar.
• Experience with ticketing systems and performance tracking tools.
• Comfort exploring automation uses to enhance customer experience.
• Familiarity with ERISA and recent regulatory changes, including SECURE 2.0.

Nice to have

• ASPPA QKA or NIPA credentials, or active progress toward one.

Culture & Benefits

• Small, responsive customer-focused team with an emphasis on product enhancements.
• Values include customer focus, curiosity, and collaboration.
• Full-time employees may receive medical, dental, vision, life insurance, disability coverage, and 401(k) participation with company match.
• Benefits include at least 10 vacation days for new employees, state-based sick time, eight company-paid holidays, and two personal holidays per year.
• Learning and development opportunities and other employee programs may be available.
• AI may support parts of the recruitment process, while hiring decisions and interviews remain human-led.