Success Advocate Manager

Job Description

Job Description

Role: Success Advocate Manager

Job Type: Full-time

Pay: Salary

Location: United States (Remote)

Description

401GO is a rapidly growing fintech start-up with a relentless focus on helping hard-working Americans prepare for retirement. We've built the world's most advanced and fully automated retirement platform, and we're looking for a Success Advocate Manager to help our clients thrive long after onboarding is complete.

As a Success Advocate Manager , you will serve as the long-term relationship owner for a portfolio of active 401(k) plans. You will act as a trusted advisor to plan sponsors and partners, proactively identifying opportunities for growth, mitigating risks, and ensuring every client receives exceptional service throughout their retirement plan journey.

Who We're Looking For

We're searching for someone who is proactive, relationship-driven, highly organized, and passionate about helping clients succeed. If you enjoy building long-term partnerships, solving complex problems, and creating meaningful outcomes for clients, this role is for you.

You should be:

• A natural relationship builder – Someone who develops trust with clients, proactively reaches out, and becomes a valued advisor.
• A confident communicator – Able to simplify complex retirement plan concepts and guide productive conversations with sponsors, advisors, and internal teams.
• Highly organized – Able to manage a portfolio of plans, track multiple priorities, and ensure important details never fall through the cracks.
• Proactive by nature – You identify potential risks before they become problems and take action before clients need to ask.
• Detail-driven – Precision matters in retirement plan administration, compliance coordination, and client communications.
• Tech-savvy – Comfortable working across multiple systems, learning new technology quickly, and using tools to create a better client experience.
• Growth-minded – Focused on helping clients improve participation, increase retirement readiness, and maximize the value of their retirement plan.

What You’ll Be Doing:

• Serve as the primary point of contact and trusted advisor for a portfolio of active 401(k) plans following implementation handoff.
• Conduct proactive plan health reviews and client check-ins to ensure plans remain healthy, compliant, and positioned for growth.
• Monitor plan health indicators including payroll activity, participation rates, contribution accuracy, compliance deadlines, and overall client engagement.
• Build strong relationships with plan sponsors, administrators, financial advisors, and key stakeholders.
• Identify and address potential risks including late payrolls, compliance concerns, low participation rates, plan design issues, and retention risks.
• Coordinate client-facing communications related to compliance testing, plan provisions, participation, plan amendments, audits, and year-end processes.
• Manage payroll discrepancy communications and work closely with internal teams to ensure timely resolution while maintaining ownership of the client experience.
• Facilitate annual plan review conversations and recommend plan design enhancements such as auto-enrollment, auto-escalation, safe harbor provisions, and employer match strategies.
• Partner with financial advisors to provide plan health updates, participation insights, enrollment support, and growth opportunities.
• Identify opportunities to increase plan participation, grow assets under management, improve employee retirement readiness, and strengthen overall plan success.
• Serve as the voice of the client by sharing feedback, identifying trends, and helping improve the overall customer experience.
• Maintain accurate client records, communication history, and follow-up activities within company systems.

What You Bring:

• 4+ years of experience in client success, account management, relationship management, retirement services, or financial services.
• Strong relationship management skills with a proven ability to build trust and maintain long-term client partnerships.
• Exceptional organizational and time management skills with the ability to manage multiple priorities simultaneously.
• Experience working cross-functionally and coordinating efforts across multiple teams.
• Strong verbal and written communication skills with the ability to explain complex concepts clearly and confidently.
• Experience proactively identifying risks, solving problems, and driving positive client outcomes.
• Experience using CRM systems and client management platforms.
• Experience with 401(k) plans, retirement services, payroll systems, or financial services strongly preferred.

Preferred Knowledge & Background

• Prior startup experience (bonus but not required).
• Knowledge of 401(k) plan design, contribution rules, vesting schedules, and retirement plan compliance.
• Familiarity with non-discrimination testing, profit sharing, and plan amendments.
• Experience working with financial advisors, payroll providers, HCM platforms, or retirement plan service providers.
• QKA designation or progress toward retirement industry certifications is a plus.
• Experience with productivity frameworks such as Getting Things Done (GTD) or similar organizational methodologies.

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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