PensionBee Operations Manager Role in Financial Services

2 weeks ago


New York, New York, United States PensionBee Inc Full time

About Us

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PensionBee Inc is a leading online pension provider that makes retirement saving straightforward and accessible for as many people as possible.

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Our mission is to help individuals feel confident in their retirement plans. We relentlessly pursue our vision of a world where everyone can enjoy a happy retirement.

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Job Overview

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We are seeking an experienced Operations Manager to join our team in New York City. As an Operations Manager, you will play a critical role in building our culture and ensuring seamless delivery of PensionBee products and services.

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You will be working directly with the VP of Operations to oversee the day-to-day operational aspects of the business, including customer success and quality assurance, rollovers and account transfers, and regulatory compliance.

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Main Responsibilities

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  • Map existing transfer processes for employer retirement plan providers and develop optimized transfer pathways
  • Collaborate with the product and development teams to provide feedback and insights that inform future development and enhancements
  • Establish and implement operational best practices for the customer success team to streamline operations and enhance productivity
  • Draft training materials (including SOPs, powerpoints, videos, etc.) to prepare customer success team members to be successful in their role
  • Track team performance and productivity, identifying areas for improvement and initiating corrective actions as needed
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Requirements

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To be successful in this role, you will need:

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  • 2+ years of experience in business operations, program/project management, consulting, or related fields. Experience within a fintech/tech startup environment is a plus.
  • Strong organizational skills, with the ability to juggle multiple projects and priorities in a fast-paced setting.
  • Experience with project management, including scheduling, monitoring, and reporting on performance metrics.
  • Ability to quickly understand technical products and concepts, translating them into effective operational plans.
  • Excellent problem-solving skills, with a proactive approach to identifying and resolving issues.
  • Strong communication and interpersonal skills, with experience in cross-team collaboration.
  • Familiarity with CRM and project management tools (e.g. Google Workspace, Slack, Asana, SalesForce) is a plus.
  • A self-starter with the ability to execute complex projects with minimal guidance.
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What We Offer

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In return for your expertise and dedication, we offer:

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  • Salary: $65,000 per annum
  • Bonus participation is available to all employees
  • 33 days of paid time off, including relevant Federal Holidays
  • Separate paid sick leave policy
  • 401(k) access with 3% contribution and immediate vesting
  • 100% paid health, dental, vision, and life insurance for employee, as well as long-term disability
  • Access to a number of other wellness perks and policies
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Join Our Team

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If you are a motivated and results-driven individual who shares our passion for delivering exceptional customer experiences, please submit your application with your resume and cover letter.



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