Affordable, full-service 401(k) plans for SMBs.
Manager, Customer Success Operations – Terminations and Deconversions
Location
United States
Posted
21 days ago
Salary
$75K - $90K / year
Seniority
Senior
Job Description
Manager, Customer Success Operations – Terminations and Deconversions
Human Interest
• Coach, develop, and performance-manage a team of Associates and, where applicable, Team Leads—fostering a culture of precision, accountability, growth, and customer empathy. • Own and enforce quality control processes and SLA management specifically for the termination and deconversion lifecycle, ensuring business tasks are processed with the highest accuracy. • Establish and monitor KPIs—including accuracy rates, processing cycle times for deconversions, error trends, and customer-impacting metrics—using data to inform decisions and drive continuous improvement. • Manage escalations involving complex termination issues, system defects, compliance concerns (e.g., final 5500 filings, testing), and delays in transactions/reports. • Serve as an operational bridge between Customer Success, Product/Engineering, and Compliance: synthesize customer experience insights and process patterns into clear, actionable feedback that shapes product priorities and process design. • Identify, prioritize, and lead projects that develop, improve, and scale team processes for terminations and deconversions, leveraging systems (SalesForce, Jira, Snowflake, HEX) and automation. • Develop and meticulously maintain SOPs and supporting materials that are thorough enough to ensure the team can operate consistently and resiliently through volume spikes and regulatory shifts. • Oversee the team’s core work, including the creation and monitoring of ticketing activity between multiple operational teams to meet SLAs. • Oversee key financial activities related to terminations, including reconciliation to capture cash/fund imbalances, plan liquidation, cash movements, processing dividends, and plan audit activities. • Understand and engage fully on capacity planning driven by client attrition volume, seasonal peaks, and product changes; partner with senior leadership on workforce planning to ensure staffing and training readiness. • Deliver best-in-class client experience through guidance on the team’s regular interactions with plan sponsors and recordkeepers regarding transition status, required documentation, and follow-up questions. • Other duties as assigned.
Job Requirements
- 3+ years of people-management experience leading teams that process financial transactions or money movements in a regulated environment, preferably in retirement plan services or wealth management.
- Direct operational experience with 401(k) plan terminations, deconversions, or mergers is highly required.
- Strong understanding of the transaction lifecycle within a 401(k) or comparable financial product, including the downstream impacts of errors.
- Demonstrated ability to design, implement, and manage rigorous quality control processes and tight SLAs, balancing speed with accuracy in a high-stakes environment.
- A track record of leading operational improvement projects end to end: scoping problems, building solutions, documenting durable SOPs, and scaling what works.
- Experience building, coaching, and developing high-performing teams—including setting KPIs, delivering feedback, managing performance, and cultivating a customer-first mindset.
- Proven instinct for catching errors, spotting potential risks, and building controls that prevent financial losses before they occur.
- Ability to act as a cross-functional translator—synthesizing customer experience insights for Product and Engineering audiences and operationalizing technical changes for frontline teams.
- Exceptional research, analytical skills, and attention to detail appropriate for an environment where financial risks and regulatory consequences are real and substantial.
- Outstanding written and verbal communication skills, with the ability to present operational metrics, risks, and improvement proposals to senior leadership and communicate complex termination issues to clients.
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
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Customer Success Manager
Talent SamCost effectively grow your team with native English speaking talent. We make it easy for your business to succeed.
• Build and maintain strong relationships with clients and key stakeholders • Serve as the primary point of contact for customer communication and support • Guide customers through onboarding, implementation, and product adoption processes • Monitor customer engagement, satisfaction, and overall account health • Proactively identify opportunities to improve customer retention and success • Conduct regular client check-ins, business reviews, and follow-up meetings • Collaborate with sales, product, and support teams to address customer needs and ensure a positive experience • Resolve customer concerns and escalate issues when necessary • Identify upselling and cross-selling opportunities within existing accounts • Maintain accurate customer records and account activity within CRM systems • Analyze customer feedback and usage trends to provide strategic recommendations • Support the development and improvement of customer success processes and workflows
• Manage a high-volume portfolio (300–350 accounts / ~$2.5M ARR), driving renewals, retention, and customer value through proactive risk mitigation • Execute a scaled engagement strategy, segmenting customers by ARR and leveraging a mix of automated, 1:many, and targeted high-touch interactions • Deliver value through data-driven insights, including customer health scores, usage trends, and adoption metrics to prioritize outreach and reduce churn risk • Lead key customer initiatives (e.g., back-to-school readiness, business reviews) aligned to customer goals and outcomes • Partner closely with Sales to identify and support expansion opportunities across accounts • Utilize tools such as Salesforce, Gainsight, and Outreach to manage customer success activities at scale • Act as the customer advocate by surfacing insights, resolving risks, and collaborating cross-functionally to improve the customer experience




