Analyst, Applied Plan Services

Aboon

. Investigate cases flagged by automations for human review, including tracing payroll discrepancies and understanding payroll provider reporting through integrations .

Posted 11/12/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in defined contribution plan administration, including compliance testing and contribution calculations, while effectively collaborating with cross-functional teams and utilizing AI tools for process improvement.

Highest-signal resume keywords

Defined Contribution Plan AdministrationCompliance TestingAnalytical SkillsAI Tools ProficiencyQKA Credential

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll Discrepancy InvestigationContribution CalculationsPlan Data ReviewReconciliationAutomation Documentation

Soft Skills

Clear CommunicationAdaptability

Tools & Technologies

FtwilliamRecordkeeper Platforms

Certifications & Qualifications

QKA Credential

Industry Keywords

FintechWealthtechHigh-Growth Startup

About the role

Key responsibilities & impact

Investigate cases flagged by automations for human review, including tracing payroll discrepancies and understanding payroll provider reporting through integrations
Perform manual tasks not yet automated, such as setting up corrective contributions in recordkeeper platforms
Identify repetitive tasks and document steps, decisions, and rules to support automation
Work in pods with engineers from the Applied AI team to build, test, and improve agents
Collaborate with Plan Administrators and Relationship Managers
Report to the Head of Applied Plan Services

Requirements

What you’ll need

4+ years in defined contribution plan administration, with working knowledge of compliance testing, contribution calculations, and day-to-day plan operations
Strong analytical skills, including reviewing plan data, reconciling discrepancies, and researching complex technical questions
Comfort learning and using AI tools to support your daily work
Comfort with change and evolving responsibilities at an early-stage company
Clear communication with team members
QKA credential, or working toward one (nice to have)
Experience with QA or review work for software or automation (nice to have)
Familiarity with ftwilliam and major recordkeeper servicing platforms (nice to have)
Experience at a fintech, wealthtech, or high-growth startup (nice to have)
Candidates must be based in the US
Work authorization required; no visa sponsorship

Benefits

Comp & perks

Comprehensive health, dental, and vision insurance, with additional optional coverage
401(k) with company match
Flexible paid time off and holidays
10 weeks paid parental leave
A fully remote work environment, with all the technology and equipment you need
Support for professional development and career growth
Annual bonus
Equity