Retirement Sales ERISA Specialist (Fintech)

TL;DR

Retirement Sales ERISA Specialist (Fintech): Managing complex retirement plan inquiries and competitive pricing comparisons for small and medium-sized businesses with an accent on ERISA compliance and Defined Contribution industry expertise. Focus on driving process improvements, bridging client relationships to implementation, and delivering high-quality support in a fast-paced growth environment.

Location: Must be based in the United States

Compensation: $100,000–$110,000 (OTE)

Company

A high-growth fintech company on a mission to make retirement benefits affordable and accessible for small and medium-sized businesses.

What you will do

• Review and provide competitive pricing comparisons for new business against other 401(k) providers.
• Manage high-volume inbound sales and implementation inquiries via phone and email.
• Work cross-functionally to resolve client inquiries regarding plan design and product support.
• Identify trends and common issues to drive permanent process improvements.
• Bridge client relationships from the sales phase to implementation and ongoing service.
• Provide educational insights during Revenue team meetings.

Requirements

• Must be based in the United States
• 5+ years of experience in a client-facing role such as customer support or account management.
• Prior Defined Contribution industry experience.
• QKA or similar industry designation.
• Strong organizational skills with the ability to manage multiple tasks and stakeholders.
• Excellent communication skills with the ability to remain composed in high-stress situations.

Nice to have

• Bachelor’s degree or equivalent experience.
• Experience in a fast-paced growth or startup environment.

Culture & Benefits

• Comprehensive 401(k) plan with a dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees.
• Top-tier health, dental, and vision insurance plans.
• Enhanced mental health support via Lyra and fertility/family-forming benefits via Carrot.
• Student loan repayment resources and financial wellness tools.
• Monthly work-from-home stipend and quarterly lifestyle stipend.
• Competitive time off and parental leave policies.