Fast Track Connections Specialist

A company is looking for a Fast Track Specialist responsible for overseeing clients' first 401(k) contributions. Key Responsibilities Communicate with customers to identify their needs and assist in establishing 401(k) plans Work cross-functionally to ensure customer needs are met and drive process improvements Act as the main point of contact for clients, managing technical integrations with payroll providers Required Qualifications 3+ years in a role demonstrating troubleshooting and problem-solving skills Experience working with retirement plans or payroll providers Strong work ethic with the ability to manage project plans independently Bachelor's degree or equivalent experience Experience in customer onboarding within a SaaS environment

May 7, 2025 - 19:03
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Fast Track Connections Specialist
A company is looking for a Fast Track Specialist responsible for overseeing clients' first 401(k) contributions. Key Responsibilities Communicate with customers to identify their needs and assist in establishing 401(k) plans Work cross-functionally to ensure customer needs are met and drive process improvements Act as the main point of contact for clients, managing technical integrations with payroll providers Required Qualifications 3+ years in a role demonstrating troubleshooting and problem-solving skills Experience working with retirement plans or payroll providers Strong work ethic with the ability to manage project plans independently Bachelor's degree or equivalent experience Experience in customer onboarding within a SaaS environment