• Oversee all aspects of retirement plan operations • Ensure smooth plan administration and accurate data management • Manage plan documentation, fees, compliance deadlines, and participant education initiatives • Conduct regular fee analysis and benchmarking • Lead the process of plan amendments and recordkeeper fund changes • Compile fund line-up proposals for clients • Schedule and follow up on client meetings

At InStride, people are our purpose. We believe that investing in people is the most powerful way to drive success—for individuals and organizations alike. As a public benefit corporation, we partner with leading employers to unlock opportunities for their employees, providing access to top-tier education programs that align with their employees’ career goals and the company’s business goals. Our mission goes beyond skill-building; we're here to empower our partners’ employees to advance their careers, elevate their expertise, and achieve meaningful personal and professional growth. No matter the team you’re on, our dedication to the success of our partners and their employees is what drives us. If you're passionate about making a difference and driving educational and professional advancement, InStride is the place for you. To get a better feel for our culture, watch more here. Candidates must be located in one of the following states to be considered eligible for employment: AZ, CA, CO, CT, FL, GA, IL, IN, KS, LA, MD, MA, MI, MN, MO, NV, NH, NJ, NY, PA, OH, OR, TX, VA, WA, WI. What we're looking for (role overview): Reporting to Senior Manager, Learner Engagement, InStride is seeking a detail-oriented and tech-savvy professional to join our Learner Engagement team as an Operations Specialist. In this role, you’ll drive the execution of marketing campaigns and engagement strategies, maintain data accuracy, and support the seamless operation of tools and systems that drive our learner engagement efforts. The ideal candidate is organized, proactive, and eager to develop their skills while contributing to the success of learners through efficient operational support. Skills we’d love to see you show off: - Attention to Detail: You consistently ensure accuracy in data, workflows, and campaign execution. - Operational Efficiency: You can manage multiple tasks with precision and prioritize effectively to meet deadlines. - Technical Aptitude: You are comfortable navigating project management platforms and learning new tools quickly. - Quality Assurance: You excel at catching errors and ensuring every project meets high standards before launch. - Collaboration: You thrive when working with cross-functional teams to achieve shared goals. Who you are (ideal profile): - 3+ years of experience supporting marketing teams in an operational capacity - You’re highly organized and enjoy tackling operational challenges with a proactive mindset. - You value accuracy and take pride in ensuring the “behind-the-scenes” work is flawless. - You’re eager to learn and grow within a supportive, dynamic team environment. - You align with our mission to empower learners and are motivated by contributing to their success. - You bring a positive attitude and are ready to adapt to the needs of a fast-paced team. How you will create impact (key responsibilities): - Own the development of multi-channel learner engagement campaigns by coordinating and ensuring the on-time completion of Design, Content, and Lifecycle tasks, ensuring they meet all requirements of the brief as directed by the Learner Engagement lead. - Conduct quality assurance (QA) checks on campaign deliverables and communications to maintain high standards and consistency with Corporate Partner guidelines. - Prepare and compile data for reporting utilizing existing dashboards and templates, enabling senior team members to analyze performance. - Assist in creating and maintaining process documentation to ensure clarity and usability for the team. - Collaborate with cross-functional teams to align operational Learner Engagement efforts with strategic priorities. Compensation At InStride, final offer amounts are dependent on multiple factors including location, depth of experience, interview performance and equity with other team members. We encourage you to talk with your recruiter to learn more about the total compensation and benefits available for this role. Compensation range: $70,000—$90,000 USD We are looking for someone who is not only technically skilled, but also enthusiastic about making a meaningful impact. If this description resonates with you, we're excited about the possibility of having you on our team. As a skills-driven employer, we encourage you to apply if there is a skill-fit, even in the absence of years of experience. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At InStride, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this role! Benefits @ InStride As an organization that champions investing in people, it’s critical we walk the talk. That’s why InStride employees are eligible to enroll in 2,800+ online certificate and degree programs through our Step Forward program. Unlike traditional tuition reimbursement programs, InStride covers your tuition upfront, regardless of your course of study, degree type, or school - eligible to employees starting Day 1. This role is also eligible for the following benefits: - 401(k) plan with company match - Flexible vacation policy - Paid family leave - Best-in-class health care benefits - And more! InStride Diversity and Inclusion Statement At InStride, we foster a culture of belonging, we support authenticity and intersectionality, and we embrace and appreciate our differences. We do this by building a diverse pipeline of talent and ensuring equitable access to opportunities, information and leadership. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you have a disability or special need that requires accommodation, please let your recruiter know. Policies & Disclosure InStride recommends employees have their COVID vaccinations. InStride may require employees to have COVID vaccination before entering the office or attending any InStride-related even in the future. However, we do not require this at this time. For questions on how we use personal information of job applicants, please refer to InStride's Job Applicant Privacy Policy. Beware of recruiting scams. InStride does not require a financial transaction or any financial account information to be eligible for employment. If you receive a message purporting to be from InStride asking you for a financial transaction, your financial account information, or any other sensitive information, please do not respond and let us know immediately at recruiting@instride.com. About InStride InStride is a human capital management company that helps organizations retain talent, upskill employees, and fill critical workforce roles through education programs. By breaking down barriers to learning, fostering career growth aligned with organizational goals, and simplifying program management, InStride delivers lasting impact. Partnering with forward-thinking companies like Labcorp, Adidas, and SSM Health, InStride drives meaningful social and business outcomes by providing access to life-changing education. Visit instride.com or follow InStride on LinkedIn for more information and up-to-date news.

• Partner with Product, Engineering, and Design leaders to improve end-to-end product delivery operations, including planning, execution, and delivery tracking. • Support roadmap and portfolio execution by establishing clear operating mechanisms for prioritization, sequencing, dependency management, and progress visibility. • Drive quarterly and annual planning processes, improving how teams translate strategy into achievable plans, milestones, and measurable outcomes. • Improve ways of working across teams by reinforcing effective Scrum practices (e.g., sprint planning, backlog health, retrospectives, iteration goals) while adapting approach to team maturity and context. • Identify operational friction and implement AI-first process improvements that reduce ambiguity, shorten feedback loops, and increase delivery predictability. • Define and socialize a lightweight set of delivery health metrics and reporting mechanisms that support decision-making without creating overhead. • Use Jira to support consistent execution (e.g., clean intake, clear work definitions, reporting views), and partner with tooling owners/admins as needed to improve configurations and usage patterns. • Facilitate alignment across cross-functional stakeholders, ensuring teams have shared understanding of scope, timelines, risks, and dependencies. • Create documentation, templates, and playbooks that enable consistency and scale across the Product Development organization.

• Garantir SLA ≤ 10 minutos (proteção direta do investimento em marketing) • Auditar CRM e conversas diariamente (RD Station / RD Conversas) • Atuar em negociações críticas (virar venda ao vivo) • Garantir produtividade mínima de 50 tratativas/dia por consultor • Eliminar gargalos de funil em tempo real • Conduzir rituais diários (dailies com foco em número, não discurso) • Aplicar meritocracia real: lead bom vai para quem converte • Realizar roleplays e treinamentos técnicos semanais • Corrigir baixa performance com plano, prazo e métrica • Identificar gargalos do funil e propor melhorias contínuas • Trabalhar com marketing na qualidade e narrativa dos leads • Reduzir ciclo de vendas e aumentar conversão • Estruturar e otimizar cadência multicanal • Melhorar a máquina de vendas.