Partner Support Specialist

Location Sandy, UT
** Role:
Partner Support Specialist
***
* Reports To:

** Director, Partner Support
** Job Type:
** Full-time
*
* Location:

** United States - Pacific Time Zone The Partner Support Specialist plays a critical role in supporting and strengthening relationships with 401GO’s partners, including financial advisors, payroll providers, TPAs, and other strategic collaborators. This role serves as a primary point of contact for partner inquiries, onboarding, troubleshooting, and ongoing support.

The ideal candidate brings strong communication skills, problem-solving abilities, and a customer-first mindset. This is a great opportunity for someone who wants to build a career in fintech, retirement services, or partner/client success.
** What You’ll Be Doing:
**** Partner Relationship Support
*** Serve as the first point of contact for partner questions, issues, and escalations.
* Provide timely and professional guidance to advisors, payroll partners, and integration partners.
* Assist with onboarding new partners, including platform walk-throughs, account configuration, and education.
** Technical & Platform Support
*** Troubleshoot partner-related platform issues and coordinate resolutions with internal teams.
* Assist partners with plan setup, payroll integrations, and data accuracy.
* Document issues, feedback, and trends to drive continuous improvement.
** Operational Coordination
*** Work cross-functionally with Sales, Client Success, Product, and Engineering to resolve partner needs.
* Maintain accurate records of partner interactions and updates in CRM and support systems.
* Support partner communications, training materials, and process documentation as needed.
** Partner Education & Enablement
*** Educate partners on platform features, workflows, and best practices.
* Assist with webinars, demos, and training sessions.
* Help partners navigate compliance requirements, timelines, and operational processes.
** Continuous Improvement
*** Identify recurring issues and propose enhancements to processes, tools, or product functionality.
* Provide feedback to Product and Operations teams to improve partner experience.
* Contribute to building scalable support resources, templates, and knowledge base articles.
*
* What You Bring:

*** 1–3 years of experience in customer support, partner support, client success, operations, or a related field.
* Strong verbal and written communication skills.
* High attention to detail with the ability to manage multiple priorities.
* Problem-solving mindset with a willingness to learn complex processes.
* Comfort using CRM and support tools (e.g., Hub Spot, Zendesk, Intercom).
** Preferred Qualifications
*** Experience in fintech, retirement services, payroll, HR tech, or financial advisory support.
* Familiarity with 401(k) plans, compliance considerations, or plan administration workflows.
* Ability to explain technical concepts to non-technical users.
* Experience working in a high-growth or startup environment.
* QKA, ARPC, or other retirement focused designation.

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth.

If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
** What We Offer
*** A standout 401(k) plan (naturally!).
* Generous stock options—share in our growth and success.
* Flexible work environment—choose where you’re most productive.
* Excellent benefits, including medical, dental, and vision.
* Flexible hours—because great work doesn’t always happen 9–5.
* Plenty of PTO—we value work-life balance.
* A fully stocked kitchen when you’re in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.#

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