[Hiring] Onboarding Consultant @Slavic401k

Role Description

The Onboarding Consultant is responsible for guiding clients and their stakeholders through the transition from sales to ongoing service, ensuring a smooth, accurate, and timely onboarding experience. This role supports a variety of plan types, including PEOs, MEPs, PEPs, and single employer plans, as well as their adopting employers.

• Manage a designated caseload of new plan clients, delivering a concierge-level onboarding experience from sales transition through successful implementation.
• Serve as the primary point of contact during onboarding for clients, prior recordkeepers, and prior TPAs, managing communications, expectations, and escalations.
• Partner closely with the Plan Transfer Specialist to support plan transfer activities, including submission of prior plan documentation for due diligence and resolution of identified issues.
• Collect prior plan documents, records, and required information from clients and prior recordkeepers and submit materials to internal teams for review and processing.
• Coordinate with prior TPAs, recordkeepers, and internal partners to establish and confirm asset transfer timelines and key milestones.
• Facilitate virtual onboarding meetings to review progress, address outstanding items, and maintain momentum toward implementation deadlines.
• Partner cross-functionally to ensure onboarding and transfer deliverables are completed accurately, timely, and in alignment with service standards.
• Guide clients through payroll submission and approval processes, including coordination with payroll vendors and external partners.
• Review initial payroll contribution files for accuracy and completeness, identify discrepancies, and coordinate corrections prior to processing.
• Review onboarding documentation received from Sales to identify plan provisions, missing information, and required follow-up.
• Conduct client training on systems, services, and resources related to onboarding and plan setup.
• Maintain accurate onboarding records, case updates, and task tracking in Salesforce and internal systems.
• Provide reporting on onboarding activity, client feedback, and emerging issues to support continuous improvement.

Qualifications

• Strong understanding of the 401(k) industry and onboarding lifecycle, including plan setup and transfer coordination.
• Excellent organizational and time management skills with the ability to manage multiple onboarding cases, track dependencies, and meet client and regulatory deadlines.
• Strong attention to detail with a focus on accuracy, documentation quality, and risk mitigation.
• Clear, professional written and verbal communication skills, including the ability to coordinate messaging across clients, prior recordkeepers, TPAs, and internal partners.
• Analytical and proactive problem-solving skills, including the ability to identify issues early and partner with subject matter experts for resolution.
• Demonstrated ability to build and maintain effective internal partnerships, including close collaboration with Plan Transfer Specialists and other implementation teams.
• Ability to work independently while coordinating work across multiple stakeholders and teams.
• Proficiency in Microsoft Office applications and Salesforce or similar CRM platforms.

Requirements

• 3-5 years Client Onboarding, Implementation Services, or related field experience required.
• 3+ years 401(k) industry experience required.
• 1+ year of Salesforce experience preferred.

Benefits

• Base pay range of $52,000 - $80,000.
• Annual performance bonus eligibility.
• Flexible work environment.
• Participation in Personal Annual Performance Bonus incentive program.
• Medical, Dental, Vision, and Life Insurance.
• 75% employer coverage of Medical Premiums.
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years.
• Tuition Reimbursement up to $5,250/year.
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays.
• Paid Parental Leave.
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP).