Self Service Implementation Specialist - Freelance Project
Core
Support Self Service Plan Sponsors during onboarding by responding to inquiries, clarifying requirements, and unblocking progress on a client's platform.
Role type
Self-Service Implementation Specialist (Freelance Project)
Builds
Client onboarding to a self-service platform
Domain
Retirement plan administration / Client support
Deliverable
client delivery
Required skills
client support, project coordination, cross-functional collaboration, operational workflow tools (Jira, Salesforce, Google Workspace), process adherence, rapid learning
Preferred skills
Self Service support, tech-enabled onboarding, retirement plan administration (401(k)/403(b)), ERISA compliance concepts, recordkeeping systems
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