Client Success Manager I

· Strong organizational and project management skills

· Excellent written and verbal communication and client service abilities

· Proficiency with PensionPro or similar TPA management software

· Demonstrates ability to work collaboratively across teams and adapt to evolving processes

· Strong time-management skills to meet deadlines and maintain project timelines

· Demonstrates exceptional attention to detail and highly developed organizational skills

· Possesses strong analytical skills to assess situations, identify effective solutions, and reconcile discrepancies

· High School Diploma or GED required

· Bachelor’s degree preferred

· Minimum of 3 years of experience in the retirement plan administration industry

· Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA/QKS designation or NIPA equivalent within 1 year of hire

· Minimum of 3 years’ experience in a client facing customer support role

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday

• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility