Retirement Sales Activation Coordinator

Human Interest

. Support successful onboarding of new clients by collecting company and bank information for one or multiple businesses based on ownership .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $24 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and account management within the financial or retirement industry, with a strong focus on 401(k) products and process improvement. Proven ability to engage stakeholders and maintain meticulous attention to detail in a fast-paced environment.

Highest-signal resume keywords

Client-Facing Experience401(K) Product KnowledgeOnboarding Process ManagementProactive Customer Follow-UpAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementOnboardingBenefits AnalysisProcess ImprovementQueue Management

Soft Skills

Strong Work EthicEffective CommunicationStakeholder Engagement

Tools & Technologies

ZoomGmailMicrosoft WorkspaceGoogle Workspace

Industry Keywords

Financial IndustryRetirement Industry401(K) ImplementationHigh-Growth Software Company

About the role

Key responsibilities & impact

Support successful onboarding of new clients by collecting company and bank information for one or multiple businesses based on ownership
Proactively reach out to clients to book account set-up calls
Obtain prior recordkeeper documentation and work with Quality Control to conduct benefits analysis
Work cross-functionally with operations and sales to meet customer needs
Drive processes forward and manage internal and external stakeholders to keep customers engaged, happy, and on-track
Identify process improvement opportunities to help the team scale
Confirm billing information for new clients
Perform other duties as assigned

Requirements

What you’ll need

3+ years of experience in a client-facing role in the financial or retirement industry preferred, including account management, onboarding, or sales
Working knowledge of the 401(k) product
Experience within 401(k) implementation/onboarding is a bonus
Ability to interact with clients and communicate difficult concepts fluidly
Strong work ethic and proactive customer follow-up
Experience working in a fast-paced, high-growth software company where change is constant
Meticulous attention to detail
Ability to manage a queue of plans and contribute to the onboarding core team
Proficiency in Zoom, Gmail, and Microsoft/Google Workspace appreciated but not required
PST time zone preferred

Benefits

Comp & perks

401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
Top-of-the-line health plans
Dental and vision insurance
Competitive time off and parental leave
Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
Lyra enhanced mental health support for employees and dependents
Carrot fertility healthcare and family-forming benefits
Candidly student loan resources
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites