Retirement Sales Activation Coordinator (Fintech)

Location: United States, Remote; PST time zone preferred.

Salary: $24.04–$26.46 per hour, depending on geographic market, skills, and experience.

Company

hirify.global is a high-growth fintech company making retirement benefits accessible to employees of small and medium-sized businesses across the United States.

What you will do

• Support onboarding for new clients by collecting company and bank information for one or multiple businesses.
• Contact clients proactively to schedule account setup calls and keep onboarding moving.
• Obtain prior recordkeeper documentation and collaborate with Quality Control on benefits analysis.
• Work cross-functionally with Operations and Sales to meet customer needs.
• Manage internal and external stakeholders, confirm billing information, and keep customers engaged and on track.
• Identify process improvements that help the onboarding team scale.

Requirements

• 3+ years of preferred experience in a client-facing financial or retirement industry role, such as account management, onboarding, or sales.
• Working knowledge of 401(k) products; 401(k) implementation or onboarding experience is a bonus.
• Strong client communication skills and the ability to explain difficult concepts clearly.
• Proactive follow-up, strong work ethic, and meticulous attention to detail.
• Ability to manage an individual queue of plans while contributing to the onboarding core team.
• Experience working in a fast-paced, high-growth software company where change is constant.
• Team-oriented approach and comfort interacting with customers.
• Proficiency with Zoom, Gmail, and Microsoft or Google Workspace is appreciated but not required.

Culture & Benefits

• Customer-focused, autonomous, accountable, and mission-driven working environment.
• Health, dental, and vision insurance, parental leave, and competitive time off.
• Company 401(k) with a dollar-for-dollar employer match up to 4% of compensation and no plan fees.
• Financial wellness, mental health, fertility, family-forming, and student-loan support programs.
• Monthly work-from-home and quarterly lifestyle stipends.
• Virtual team events and team offsites; employment is at-will.

Hiring process

• Apply directly as a candidate; resumes from vendors, staffing agencies, search firms, and recruiting agencies are not accepted.
• Reasonable accommodations are available throughout the application process upon request.