Plan Manager - Full Service TEM

TL;DR

Plan Manager - Full Service TEM (Financial Services): Managing TPA-sponsored plans and client relationships with an accent on customer service, plan administration, and operational coordination. Focus on resolving complex service issues, improving processes, supporting retention, and coordinating with sales, recordkeeping, and operations teams.

Location: Remote work from home is available, but regular travel to the Voya office may be required; candidates must live within a 50-mile radius of their assigned office.

Salary: $61,850–$77,310 USD annually

Company

hirify.global is a financial services company focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues with plan sponsors, customers, and internal functional teams.
• Manage relationships with plan sponsors and customers.
• Coordinate with sales, recordkeeping, and operations teams to maintain plan alignment.
• Support product development, process improvement, and plan retention initiatives.
• Handle complex customer issues and other assigned responsibilities.

Requirements

• High school diploma or GED.
• 3+ years of experience in financial services, operations, or a related field.
• Strong organizational, multitasking, written communication, and comprehension skills.
• Ability to work independently, prioritize high-volume workloads, and make decisions with minimal direction.
• Professional experience handling client communications in a service-oriented environment.
• Basic Excel proficiency and ability to navigate multiple systems.

Nice to have

• Bachelor’s degree in Business Administration or a related field, or equivalent experience.
• Experience in email-driven or operations-focused roles.
• Background in retirement services, TPAs, or plan administration.
• Experience independently prioritizing workflows.

Culture & Benefits

• Health, dental, vision, and life insurance.
• 401(k) savings plan with company matching contributions of up to 6%.
• Employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• Up to 40 hours of paid volunteer time per calendar year.