Self Service Implementation Specialist (Client Support)

TL;DR

Self Service Implementation Specialist (Client Support): Supporting Self Service Plan Sponsors during platform onboarding with an accent on responsive communication and process reinforcement. Focus on resolving client blockers, monitoring onboarding milestones, and ensuring high-quality service delivery in a high-volume environment.

Location: Must be based in the Philippines; Working hours: 9am-6pm US-ET

Salary: $6 per hour

Company

hirify.global is an operational agency providing specialized support and implementation services for its clients.

What you will do

• Support Self Service Plan Sponsors as they onboard to the client’s platform.
• Provide timely, accurate, and high-quality responses to client inquiries to ensure reliability of service.
• Guide clients through the onboarding path by providing clarification, direction, and timely support.
• Monitor progress across multiple onboarding efforts, identifying blockers, risks, or points of confusion.
• Communicate clearly with internal and external stakeholders regarding expectations and process updates.
• Assist clients in understanding tools, workflows, and basic plan design requirements.

Requirements

• Experience in client support, project coordination, or cross-functional collaboration roles.
• Proven ability to deliver prompt service in a pooled, high-volume support environment.
• Strong communication skills for providing concise guidance under time-sensitive conditions.
• Proficiency with Jira, Salesforce, and Google Workspace.
• Must be located in the Philippines.
• Ability to work on the 9am-6pm US-ET shift.

Nice to have

• Experience supporting tech-enabled or scaled onboarding and support models.
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions.
• General knowledge of ERISA and retirement plan compliance concepts.
• Experience with compliance or recordkeeping systems.

Culture & Benefits

• Freelance project-based engagement.
• High-volume, fast-paced operational environment.
• Opportunity to work with US-based retirement plan systems and workflows.