Client Relationship Manager I (Retirement Plans)

Location: United States, Remote

Base salary: $70,000–$75,000 annually, varying by U.S. labor market, skills, experience, and location.

Company

hirify.global is a high-growth fintech company building affordable retirement plans for small and medium-sized businesses and their employees.

What you will do

• Own relationships with plan sponsors in an assigned book of accounts and serve as their primary point of contact.
• Provide responsive customer service, troubleshoot issues, communicate plan features and requirements, and handle participant escalations.
• Coordinate with implementation, sales, support, marketing, and product teams to resolve issues, share customer insights, and optimize plans.
• Support compliant valuation reports, participant statements, trust accounting, annual testing, reporting, plan design, and document administration.
• Help clients meet IRS and Department of Labor deadlines and maintain accurate Form 5500 filings.
• Review plan testing and support IRS, Department of Labor, and external audits when applicable.

Requirements

• 3–5+ years of experience in end-to-end qualified retirement plan administration.
• Strong problem-solving, troubleshooting, attention to detail, and customer-service skills.
• Professional, confident, and empathetic communication; ability to remain composed in high-stress situations.
• Ability to work autonomously, take initiative, and proactively service customers and resolve issues.
• Ability to understand client responsibilities under IRS and Department of Labor regulations and stay current on ERISA legislation through self-study and company training.
• Adaptability to a fast-growing startup environment.

Nice to have

• Experience with FT William and/or ASC software systems.

Culture & Benefits

• Customer-focused, autonomous, accountable, and continuously improving working environment.
• Company 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, immediately vested, with no plan fees.
• Health, dental, vision, mental health, fertility, family-forming, student-loan, and financial-wellness benefits.
• Competitive paid time off and parental leave.
• Monthly work-from-home stipend, quarterly lifestyle stipend, virtual social events, and team offsites.
• Employment is at-will; reasonable accommodations are available throughout the application process.

Hiring process

• Apply directly through hirify.global’s Greenhouse careers page.
• hirify.global does not accept unsolicited resumes from vendors, staffing agencies, search firms, or recruiting agencies.
• Legitimate recruiting communication comes from a humaninterest.com email address; applicants will not be asked for financial or banking information.