Participant Experience Specialist

The Standard

. Develop and evolve participant experience strategies supporting business goals and improving participant outcomes .

Posted 10/2/2026full-timeRemote • Oregon • United StatesMid-LevelSenior💰 $76,250 - $111,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing participant experience strategies and leading cross-functional initiatives to enhance participant services and communications. Proficient in analyzing performance metrics and translating complex financial concepts into engaging educational campaigns.

Highest-signal resume keywords

Bachelor's Degree In Communications3+ Years Experience In Retirement Plan IndustryCross-Functional Initiative LeadershipParticipant Education DevelopmentStakeholder Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Participant Experience Strategy DevelopmentPerformance Metrics AnalysisMarketing Campaign DevelopmentCustomer Communication StrategyData-Driven Decision Making

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationStrong Presentation SkillsTeamwork And CollaborationAbility To Thrive In Fast-Paced Environment

Industry Keywords

Defined Contribution Retirement PlansParticipant EngagementCustomer ExperienceMarket InsightsCustomer Feedback

About the role

Key responsibilities & impact

Develop and evolve participant experience strategies supporting business goals and improving participant outcomes
Lead cross-functional initiatives enhancing participant services, communications, tools, and experiences
Serve as the internal advocate for participant needs and expectations
Measure and analyze participant and plan performance metrics to identify improvement opportunities
Provide marketing and participant education consultation for key clients
Support sales and service teams as a subject matter expert
Partner with Sales, Service, Product, Marketing, and Technology teams
Use market insights, customer feedback, and performance data to prioritize enhancements
Drive strategic initiatives and deliver participant communications and educational campaigns

Requirements

What you’ll need

Bachelor's degree in communications, marketing, or similar field
3+ years of experience in the retirement plan industry, customer experience, participant engagement, or a related field
Experience leading or supporting cross-functional initiatives and driving business improvements
Excellent verbal and written communication skills
Ability to translate complex financial concepts into clear, engaging messages
Experience using data, customer feedback, and performance metrics to inform decisions and measure success
Experience developing participant education, marketing campaigns, or customer communication strategies
Knowledge of defined contribution retirement plans and participant behavior trends
Experience collaborating with sales, service, product, marketing, and technology teams
Strong presentation, consulting, and stakeholder management skills
Ability to thrive in a fast-paced environment with changing priorities and ambiguous challenges
Excellent teamwork and collaboration skills
Must pass criminal background investigation and employment, education, and licensing verification
Must be bondable

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) plan with matching company contributions
Annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
PTO increases with tenure
Career growth and advancement opportunities
Paid parental leave
Adoption/surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools
Work-life balance support
Supportive, responsive management approach