Cash Balance Client Success Manager

Role: Cash Balance Client Success Manager

Job Type: Full-time

Pay: Salary

Location: United States (Remote)

Who We’re Looking For

We’re searching for someone who is organized, personable, and highly detail-oriented. If you love building relationships, keeping things in order, and making processes run smoothly, this role is for you.

You Should Be

• A natural communicator – Someone who can confidently lead conversations, connect with clients, and provide clear guidance.
• Highly organized – Able to track details, juggle multiple accounts, and ensure nothing falls through the cracks.
• Helpful by nature – You should enjoy problem-solving, answering questions, and proactively assisting clients.
• Detail-driven – Precision matters in 401(k) administration, and you must be diligent about accuracy.
• Tech-savvy – Able to navigate multiple systems, learn quickly, and use technology to its fullest potential.

What You’ll Be Doing

• Serve as the primary point of contact for a portfolio of Cash Balance and 401(k) plans.
• Assist clients with Cash Balance and 401(k) plan setup, onboarding, and initial account configurations.
• Maintain accurate records, track client needs, and ensure seamless follow-ups.
• Collaborate with internal teams to address client questions and ensure a smooth onboarding process.
• Identify areas to improve client experience and proactively address concerns.
• Maintain a high level of responsiveness and professionalism when communicating internally and externally.

What You Bring

• 4+ years of experience in client management or account management.
• Strong time management skills – ability to prioritize and stay on top of tasks.
• Proven experience building strong relationships with clients and colleagues.
• 3+ years of experience in team-based environments – collaboration is key.

Qualifications

• 3+ years of experience with cash balance administration required
• Familiarity with 401(k) administration, payroll systems, or financial services.

Why 401GO?

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work-life balance.
• A fully stocked kitchen when you’re in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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