Saver Success Specialist
About Ubiquity We're on a mission to empower small businesses and their employees to build financial security and peace of mind. By combining innovative technology with affordable retirement solutions and best in class customer support, we're leveling the playing field for those who need it most. We're a small but mighty team of engineers and product professionals who believe technology can create meaningful change. If you're passionate about building products that make a real difference for the SMB space, the backbone of America, we'd love to meet you.
About the Role
We're looking for Saver Support Specialist who focuses who will be the face and voice of Ubiquity to retirement savers nationwide. In this role, you'll help employees navigate their 401(k) accounts, resolve issues, and deliver a world-class support experience that empowers people to save for their future.
What You'll Do
Be the go-to resource for retirement savers with questions about their accounts, compliance matters, and technical issues—meeting performance goals and service level targets Connect with savers through inbound calls, proactive outreach, and live chat to address their needs quickly and professionally Research and resolve support requests using our CRM platform, documenting every interaction and escalating complex issues when needed Improve the saver experience by creating support materials, enrollment tools, and collateral in partnership with Marketing and Compliance teams Gather insights from saver conversations, emails, and surveys to identify pain points and recommend solutions Stay current on 401(k) regulations and retirement industry rules to provide accurate, compliant guidance Collaborate across teams on company-wide initiatives and contribute to our mission of making retirement savings accessible \n What we are looking for 2-3 years in customer service or support roles Strong communicator with excellent written and verbal skills—comfortable on the phone, in chat, and crafting clear emails Problem-solver who can diagnose issues quickly and work independently with minimal supervision Organized multitasker who thrives in a fast-paced environment with shifting priorities Customer-focused mindset—you genuinely care about helping people and go the extra mile Accountable and detail-oriented with strong follow-through Excellent math skills Nice to have 1-2 years of 401(k) or retirement industry experience Experience with cloud-based CRM platforms \n$50,000 - $65,000 a year \nComprehensive Benefits Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier. Remote-First Culture Get more ownership over your schedule while maintaining great relationships with your peers. Flexible PTO With us, you have the freedom to manage your schedule and take time off when you need it – no questions asked. Inclusive & Diverse Workplace We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.