Cash Balance Client Success Manager

About the role

We’re looking for a Cash Balance Client Success Manager who is organized, communicative, and detail-oriented. This role involves serving as the primary point of contact for a portfolio of Cash Balance and 401(k) plans, assisting with setup, onboarding, and addressing client needs.

Responsibilities

• Serve as the primary point of contact for a portfolio of Cash Balance and 401(k) plans.
• Avoids client setup, onboarding, and initial account configurations.
• Maintain accurate records, track client needs, and ensure seamless follow-ups.
• Collaborate with internal teams to address client questions and ensure a smooth onboarding process.
• Identify areas to improve client experience and proactively address concerns.
• Maintain a high level of responsiveness and professionalism when communicating internally and externally.

Requirements

• 4+ years of experience in client management or account management.
• Strong time management skills – ability to prioritize and stay on top of tasks.
• Proven experience building strong relationships with clients and colleagues.
• 3+ years of experience in team-based environments – collaboration is key.
• 3+ years of experience with cash balance administration required.
• Familiarity with 401(k) administration, payroll systems, or financial services.

Qualifications

• 3+ years of experience with cash balance administration required.
• Familiarity with 401(k) administration, payroll systems, or financial services.

Skills

• Natural communicator
• Highly organized
• Helpful by nature
• Detail-driven
• Tech-savvy

Benefits

• A standout 401(k) plan (naturally!)
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work-life balance.
• Fully stocked kitchen when you’re in the office.

Pay

Salary

Schedule

Full-time, Remote