Onboarding Advisor

San Francisco, California
Not Specified
Jul 12, 2017
Sep 14, 2017
Job Type
Not Specified
Career Level
Not Specified
OVERVIEW We re growing our Client Advisory Team! This is an opportunity to join a Series A company with the perfect mix of fresh capital and demonstrated business potential.

If you like early stage, we're in that magic sweet spot.

We re disrupting the antiquated 401(k) market for SMBs and building a better experience for their employees.

As an Onboarding Advisor, you ll be the face of ForUsAll to our clients as they join our platform.

You ll be responsible for everything from the kick-off to the handoff to our ongoing client relationship management team the first introduction to ForUsAll once a new client signs up.

That means you ll be responsible for working with the client, the sales team, and the operations team to design and implement amazing plans and ensure that clients move through the onboarding process on schedule while delivering a fantastic experience along the way.

You ll also continue to improve the onboarding process for both plan sponsors and participants and serve as the voice of the customer for the onboarding experience to the development team and the rest of the company.

In short, you ll be a co-creator of the client-facing side of ForUsAll.

Passion for delivering amazing customer experiences.

Project management expertise.

Excellent verbal and written communication skills.

High attention to detail and superb organizational skills.

Natural problem solver never satisfied with the status quo.

Thrive in a fast-paced, ever-changing startup environment.

Undergraduate degree and 2-4 years experience in a client-facing role.

Experience in finance or consulting.

ABOUT FORUSALL We re ForUsAll, a San Francisco-based FinTech company that s expanding hard-working Americans access to 401(k) plans.

We re helping the underserved and the dreadfully served get good, honest retirement plans at work.

Founded by experts who transformed the 401(k) for Fortune 500 companies, we re backed by prominent venture capital and financial technology veterans who share our vision of bringing that expertise to small and mid-size companies.

By leveraging that expertise, we ve re-imagined the 401(k) from the ground up, removing much of the administrative workload and compliance risk for employers.

For employees, we ve replaced alienating jargon with plain English, and added a user experience that s worth, well, experiencing.

And, all of this for less than half the typical cost.

Our mission is simple, to fix what s broken about retirement in America so that everyone has a fair shot at a brighter financial future.

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