Success Advocate Manager

# Success Advocate Manager Apply for this job Location

Sandy, UTDepartment

Client Exp Job Type Full-Time
** Role:
Success Advocate Manager
**** Job Type:
** Full-time
** Pay:
** Salary
*
* Location:

** United States (Remote)
** Description
* * 401GO is a rapidly growing fintech start-up with a relentless focus on helping hard-working Americans prepare for retirement. We've built the world's most advanced and fully automated retirement platform, and we're looking for a Success Advocate Manager to help our clients thrive long after onboarding is complete.

As a
** Success Advocate Manager**, you will serve as the long-term relationship owner for a portfolio of active 401(k) plans. You will act as a trusted advisor to plan sponsors and partners, proactively identifying opportunities for growth, mitigating risks, and ensuring every client receives exceptional service throughout their retirement plan journey.
** Who We're Looking For
** We're searching for someone who is proactive, relationship-driven, highly organized, and passionate about helping clients succeed. If you enjoy building long-term partnerships, solving complex problems, and creating meaningful outcomes for clients, this role is for you.

You should be:
* A natural relationship builder – Someone who develops trust with clients, proactively reaches out, and becomes a valued advisor.
* A confident communicator – Able to simplify complex retirement plan concepts and guide productive conversations with sponsors, advisors, and internal teams.
* Highly organized – Able to manage a portfolio of plans, track multiple priorities, and ensure important details never fall through the cracks.
* Proactive by nature – You identify potential risks before they become problems and take action before clients need to ask.
* Detail-driven – Precision matters in retirement plan administration, compliance coordination, and client communications.
* Tech-savvy – Comfortable working across multiple systems, learning new technology quickly, and using tools to create a better client experience.
* Growth-minded – Focused on helping clients improve participation, increase retirement readiness, and maximize the value of their retirement plan.
** What You’ll Be Doing:
*** Serve as the primary point of contact and trusted advisor for a portfolio of active 401(k) plans following implementation handoff.
* Conduct proactive plan health reviews and client check-ins to ensure plans remain healthy, compliant, and positioned for growth.
* Monitor plan health indicators including payroll activity, participation rates, contribution accuracy, compliance deadlines, and overall client engagement.
* Build strong relationships with plan sponsors, administrators, financial advisors, and key stakeholders.
* Identify and address potential risks including late payrolls, compliance concerns, low participation rates, plan design issues, and retention risks.
* Coordinate client-facing communications related to compliance testing, plan provisions, participation, plan amendments, audits, and year-end processes.
* Manage payroll discrepancy communications and work closely with internal teams to ensure timely resolution while maintaining ownership of the client experience.
* Facilitate annual plan review conversations and recommend plan design enhancements such as auto-enrollment, auto-escalation, safe harbor provisions, and employer match strategies.
* Partner with financial advisors to provide plan health updates, participation insights, enrollment support, and growth opportunities.
* Identify opportunities to increase plan participation, grow assets under management, improve employee retirement readiness, and strengthen overall plan success.
* Serve as the voice of the client by sharing feedback, identifying trends, and helping improve the overall customer experience.
* Maintain accurate client records, communication history, and follow-up activities within company systems.
*
* What You Bring:

*** 4+ years of experience in client success, account management, relationship management, retirement services, or financial services.
* Strong relationship management skills with a proven ability to build trust and maintain long-term…