Retirement Implementation Specialist (Fintech)

TL;DR

Retirement Implementation Specialist (Fintech): Managing the end-to-end onboarding experience for 401(k) plans on the hirify.global platform with an accent on client-facing implementation, data reconciliation, and asset transfers. Focus on guiding plan sponsors through complex setups, maintaining operational rigor, and leveraging AI tools to streamline workflows.

Location: Must be based in the United States. Hybrid roles require 2-3 days per week in the office for employees based in San Francisco, Denver, or New York.

Company

hirify.global is a mission-driven company supporting over 500,000 small businesses with payroll, health insurance, 401(k)s, and HR services.

What you will do

• Manage a dedicated book of business for new and conversion 401(k) plans from signing through activation.
• Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video.
• Guide employers through task dashboards and proactively follow up to ensure timely plan activation.
• Partner with Operations to ensure accurate data submission, asset transfers, and recordkeeping transitions.
• Collaborate cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues.
• Utilize AI tools to improve communication efficiency and streamline implementation workflows.

Requirements

• 4+ years of total work experience with 3+ years in client-facing implementation, account management, or retirement plan administration.
• Must be based in the United States.
• Deep knowledge in SaaS, Operations, or Finance, with 401(k) or ERISA experience strongly preferred.
• Strong analytical skills and meticulous attention to detail regarding data accuracy.
• Proficiency with Salesforce and experience managing complex, multi-step processes.
• Excellent communication skills across email, phone, and video.

Nice to have

• Startup or financial services experience.
• RPS or CRPS designation.
• Familiarity with payroll systems or Safe Harbor compliance.

Culture & Benefits

• Competitive base pay, benefits, and equity (RSUs) for all full-time employees.
• Commitment to diversity, equity, and inclusion in the workplace.
• Supportive environment with a focus on professional growth and AI fluency.
• Hybrid work model with flexibility for remote work outside of office hubs.