Business Success Associate - Onboarding

About the right team member:

You love project management and can ensure that multiple parties, external and internal, align on expectations and drive towards a deadline. You relish providing clients with that “wow” moment in an area where they haven’t previously been delighted. You understand what it’s like to be a client, and what it means to go above and beyond the call of duty to solve complex client problems. You are a strong communicator, both written and verbal, and are very organized. You are entrepreneurial, technically inclined, and can demonstrate quick thinking and creative problem solving.

As a Business Success Associate, you will be point of contact between Betterment’s New Business, and  Business Success teams, and its defined contribution clients to ensure a successful 401(k) onboarding and launch.

Responsibilities:

  • Manage all aspects of the implementation of a Betterment for Business 401(k) plan Partner with the plan sponsor to manage the successful transition from the existing 401(k) vendor(s) and launch of the Betterment 401(k)
  • Act as a liaison with our internal teams and clients to ensure seamless relationship management and ensure that all aspects of the plan are in good order
  • Become proficient in aspects of  plan design  and act as an internal resource on the Betterment for Business product
  • Communicate proactively and regularly with clients and internal stakeholders
  • Review processes on an ongoing basis to identify ways to improve and streamline
  • Provide excellent client service, both internally and externally

Qualifications:

  • Bachelor’s Degree required
  • Minimum of 3 years work experience
  • Must be a highly organized, self-starter with ability to handle multiple priorities at once.
  • Adaptable, industrious, and resourceful in a dynamic environment
  • Strong written/verbal communications, interpersonal and relationship building skills
  • Expertise in Excel, and meticulous attention to detail
  • Ability to write in SQL and basic understanding of relationship databases
  • Familiarity with Ruby programming is a plus

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