Saver Success Specialist

About UbiquityWe'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 RoleWe'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 DoBe the go-to resource for retirement savers with questions about their accounts, compliance matters, and technical issues—meeting performance goals and service level targetsConnect with savers through inbound calls, proactive outreach, and live chat to address their needs quickly and professionallyResearch and resolve support requests using our CRM platform, documenting every interaction and escalating complex issues when neededImprove the saver experience by creating support materials, enrollment tools, and collateral in partnership with Marketing and Compliance teamsGather insights from saver conversations, emails, and surveys to identify pain points and recommend solutionsStay current on 401(k) regulations and retirement industry rules to provide accurate, compliant guidanceCollaborate across teams on company-wide initiatives and contribute to our mission of making retirement savings accessibleWhat We Are Looking For2-3 years in customer service or support rolesStrong communicator with excellent written and verbal skills—comfortable on the phone, in chat, and crafting clear emailsProblem-solver who can diagnose issues quickly and work independently with minimal supervisionOrganized multitasker who thrives in a fast-paced environment with shifting prioritiesCustomer-focused mindset—you genuinely care about helping people and go the extra mileAccountable and detail-oriented with strong follow-throughExcellent math skillsNice to have1-2 years of 401(k) or retirement industry experienceExperience with cloud-based CRM platforms$50,000 - $65,000 a yearComprehensive BenefitsMedical, dental, and vision insurance to ensure you're protected and staying happier and healthier.Remote-First CultureGet more ownership over your schedule while maintaining great relationships with your peers.Flexible PTOWith us, you have the freedom to manage your schedule and take time off when you need it – no questions asked.Inclusive & Diverse WorkplaceWe celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.