5-7 years of experience in onboarding and operations
Expertise in compliance and plan design for financial services
Proficient in using technical tools like SQL and APIs
Demonstrated success in automating and scaling systems
Strong communication skills with experience in stakeholder management
Responsibilities
Lead the entire onboarding process for new clients from setup to deconversions
Develop and implement systems that automate onboarding without increasing team size
Ensure compliance and customize plan documents for client agreements
Educate employees and act as the main representative for clients during onboarding
Facilitate clear communication and manage various stakeholders throughout the process
Benefits
Opportunity to work in a dynamic, fast-paced environment
Gain exposure to cutting-edge AI and automation technologies
Contribute to meaningful social initiatives within financial services
Collaborate with a team-centric culture in the office
Build a career within a growing fintech company
Full Job Description
You will
Own the onboarding lifecycle end to end for every new employer, including plan setup, recordkeeper migrations, payroll integrations, and processing deconversions
Design and build the programmatic systems, automation, and AI-powered tooling that scale onboarding to many clients without scaling headcount
Own plan compliance and plan building, including adoption agreement configuration and plan design
Lead employee education and serve as the expert and the face of Basic Capital for the clients you bring live
Manage stakeholders and communicate clearly with administrators and executives throughout implementation
Required Competencies
Excellent stakeholder management and clear, confident communication with administrators and executives
A systems builder who has turned manual, one-off processes into repeatable, scalable programs
A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount
Comfort using data and tools such as spreadsheets, SQL, no-code platforms, or APIs, and partnering with technical teams
Preferred Competencies
Hands-on experience running 401(k) plan setups and recordkeeper migrations, for clients ranging from a handful of employees to thousands
Experience building operational tooling, automations, or AI-powered internal systems
Familiarity with plan document and adoption agreement software
Experience in fintech or early-stage technology companies
Cultural Fit
Passionate about solving big social problems with pragmatic solutions
Aptitude for complexity and curiosity for financial markets
Believes in building leverage, using AI and automation to scale impact as the company grows rather than defaulting to headcount
Enjoys learning new tools and selecting the right one for each job
Adaptable and open to contributing across the operation as the team evolves
Autonomous, high agency, accountable, and thrives in a fast-paced environment
Strong collaboration and communication skills, working effectively in cross-functional teams
Excited to be part of an in-office team, working five days per week from our Tribeca, NYC office
