Self Service Implementation Specialist - Freelance Project
agency· Business & Professions
About this role
Self-Service Implementation Agent
Project Overview:
This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.
Key Responsibilities
- Supporting Self Service Plan Sponsors as they onboard to our client’s platform
- Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
- Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
- Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
- Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
- Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
- Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements
Required Qualifications
- Experience in client support, project coordination, or cross-functional collaboration roles
- Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
- Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
- Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
- Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
- Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements
Helpful / Preferred Qualifications
- Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
- Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
- General knowledge of ERISA and retirement plan compliance concepts
- Experience with compliance or recordkeeping systems
Hours:
40-50 hours per week
9am-6pm US-ET
$6 per hour
Frequently Asked Questions
Is the salary disclosed for the Self Service Implementation Specialist - Freelance Project position at agency?
The salary for this Self Service Implementation Specialist - Freelance Project role at agency is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Self Service Implementation Specialist - Freelance Project position at agency located?
This Self Service Implementation Specialist - Freelance Project role at agency is based in Colombia. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Self Service Implementation Specialist - Freelance Project at agency belong to?
This Self Service Implementation Specialist - Freelance Project position is part of the Business & Professions department at agency. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Self Service Implementation Specialist - Freelance Project position at agency?
Click the "Apply Now" button on this page. You will be redirected to agency's official application portal hosted on greenhouse where you can submit your application directly.
When was the Self Service Implementation Specialist - Freelance Project job at agency posted?
This Self Service Implementation Specialist - Freelance Project position at agency was posted on Jan 6, 2026. Apply as soon as possible — early applications are often reviewed first.
Self Service Implementation Specialist - Freelance Project
agency
You'll be redirected to agency's official application page on Greenhouse.