Retirement Program Analyst

2 weeks ago

San Francisco, California, United States Promote Project Full time
About Promote Project

Promote Project is dedicated to providing equitable access to retirement solutions for all professionals.

A significant number of employees across various sectors lack adequate retirement savings options. Often, this is due to their employers not offering a structured retirement plan. Promote Project is transforming this landscape by making retirement benefits both affordable and attainable for small to medium enterprises, enabling their workforce to achieve financial security through effective retirement savings.

As a rapidly expanding technology firm, we are reshaping the retirement sector. With substantial funding from top-tier investors, we are positioned to lead the market in innovative retirement solutions.

Your Daily Responsibilities
  • Analyze pricing structures from other 401(k) providers to create competitive proposals for prospective clients.
  • Monitor product requests and contribute insights to enhance the technological services we offer to our clients.
  • Facilitate educational sessions and provide insights during various team meetings.
  • Handle a high volume of inquiries from sales and implementation teams via phone and email.
  • Collaborate with management to assess and refine processes for improved team efficiency.
  • Engage with internal and external stakeholders to address client questions regarding plan design and product support.
Your Achievements
  • Establish and nurture client relationships throughout the implementation phase and beyond.
  • Identify recurring challenges and trends, driving initiatives for sustainable process enhancements.
  • Serve a diverse clientele across various geographical locations.
  • Thrive in a dynamic startup atmosphere.
  • Develop solutions for team members to manage the increasing volume of business inquiries.
Qualifications for Success

Essential:

  • Minimum of 5 years in a client-facing role, such as customer support or account management.
  • Experience in the Defined Contribution sector is essential.
  • Possession of QKA or a comparable industry certification is required.
  • A genuine passion for client service.
  • Exceptional organizational abilities; adept at managing multiple priorities and deadlines.
  • Effective communication skills, demonstrating professionalism and empathy in all interactions.
  • Ability to maintain composure in high-pressure situations while showing understanding towards clients.
  • High attention to detail, ensuring accuracy in all communications.

Preferred:

  • A bachelor’s degree or equivalent professional experience.
  • Experience in a fast-paced growth-oriented environment.
Why Join Promote Project?

Mission: We are a collaborative startup focused on enhancing employee engagement and growth. This role offers the chance to address one of the most pressing issues in America: retirement savings.

Culture: Our core principles guide our teamwork and decision-making, ensuring alignment with our values. This framework aids employees in making informed choices and helps potential candidates assess their fit within our organization.

  • Commitment to customer satisfaction.
  • Focus on long-term objectives.
  • Empowered and accountable teams.
  • Continuous improvement in talent and performance standards.
Compensation and Benefits

At Promote Project, compensation is determined by various factors, including market conditions and individual qualifications. The salary range for this position is competitive, reflecting the skills and experience of the candidate.

Benefits include:

  • A comprehensive 401(k) plan with employer matching.
  • Comprehensive health, dental, and vision insurance.
  • Generous paid time off and parental leave policies.
  • Access to financial wellness resources and support.
  • Enhanced mental health support for employees and their families.
  • Fertility healthcare and family planning benefits.
  • Resources for managing student loans.
  • Flexible work-from-home options.

Promote Project is an equal opportunity employer. We welcome applicants from diverse backgrounds and do not discriminate based on any protected characteristics.

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