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    Sr. Retirement Plan Consultant - San Francisco, United States - ForUsAll

    ForUsAll
    ForUsAll San Francisco, United States

    4 weeks ago

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    Description
    Overview


    Get in on the ground floor with a fast-growing, VC-backed tech company that is bringing cryptocurrency to the $7.3T 401(k) market We are the only 401(k) provider that allows people to invest directly into spot crypto and our growth reflects that.

    Founded by experts who transformed the 401(k) for Fortune 500 companies, we're backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.

    Your Opportunity

    As a Relationship Manager, you'll be responsible for turning our current clients into raving fans. You'll own the ongoing relationship with our clients and be the primary point person for all client contact.

    That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform.

    You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward.

    In short, you'll be a co-creator of the client-facing side of ForUsAll.

    The right fit for this role is someone who is not afraid to take initiative and ownership of their work.

    You are also eager to learn all things 401(k) and ideally have previous experience implementing the principles of customer success to provide and scale excellent service to clients.

    It is expected that the Customer Success Associate will ultimately manage their own accounts over time.

    What's Expected from You
    Ability and desire to reinvent customer processes for greater scale and quality
    Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives
    Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
    Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious
    Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll

    Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.

    Qualifications Requirement
    Bachelor's degree
    401(k)-specific experience highly desired
    Series 65 license not required upon hire, but willing to get
    Clear and concise verbal communication ability
    Passionate about delivering an exceptional client experience
    Deep desire to learn and grow as a professional
    Ability to stay calm, consistent, and reliable in a high intensity environment

    Benefits
    Medical, Dental, and Vision (up to 100% employee coverage depending on the plan selected)
    HSA and FSA offerings
    401k
    Generous vacation package with 11 paid holidays
    Equity/options grant included in compensation package

    ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer.

    We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.

    #J-18808-Ljbffr
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