Retirement Plan Jobs in Atlanta, Georgia

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Looking for Retirement Plan jobs in Atlanta, Georgia? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Atlanta, Georgia area.

Senior Customer Success Manager

Company: FinQuery

Location: Atlanta, GA

Posted Apr 22, 2024

<p><span>The Senior Customer Success Manager CSM role will own and deepen the client relationship with our top tier accounts be responsible for retention metrics such as NRR of their portfolio and proactively advise our clients on FinQuery as an expert During the customer onboarding process you will build relationships with your assigned customers remove roadblocks and work with them on strategy as they complete their journey through implementation with Professional Services Post golive you will own the relationship with the customer during their tenure with FinQuery to ensure that they are using FinQuery products well happily and eagerly to expand the relationship realizing tangible value from using FinQuery growing their usage with FinQuery and expanding our footprint<span><p> <p><b>What you will be doing<b> <p><ul><li><b>Client Onboarding <b>Work with sales and implementation teams to ensure a smooth transition from the presale state to the postsale customer success stage Expectations include but are not limited to joining kickoff calls keeping up to date with the progress of the implementation and scheduling a graduation call<li> <li><b>Relationship Management<b> Develop and maintain customer relationships at multiple levels of the organization building strong relationships with senior level executives throughout the customer lifecycle<li> <li><b>Proactive Communication and Documentation<b> Conduct regular proactive calls and account review meetings utilizing CRM to maintain an accurate record of discussion and action items<li> <li><b>Customer Retention <b>Oversee health metrics such as NPS and churn scores and take corrective action when necessary to mitigate churn risk as well as identifying and coaching team members on new methods of health monitoring and risk mitigation<li> <li><b>Revenue Growth <b>Assist management in developing and gaining adoption of revenue growth strategies leading by example to ensure a positive net revenue retention across the team portfolio<li> <li><b>Contract Negotiation and Renewals<b> Own customer renewal cycles end to end taking a streamlined and systemic approach for annual contract renewals with the aim of increasing revenue retention and expansion and mitigating revenue contraction while adhering to contractual and department requirements for initiating renewal discussions and ensuring all departmental guidelines for providing pricing and any other requirements are followed<li> <li><b>Customer Outcomes <b>Work with the customer to build individualized Success Plans establishing critical goals desired business outcomes or other key performance indicators and aid the customer in achieving long and shortterm goals<li> <li><b>Deescalation<b> Manage customer complaints and utilize internal resources where appropriate to resolve issues as well as act as an additional escalation resource for CS team members<li> <li><b>Customer Feedback<b> Represent the voice of the customer to inform product roadmaps by collecting analyzing and disseminating customer feedback and product requirements to system improvements<li> <li><b>Data Analysis<b> Utilize customer data and metrics to make informed decisions and provide valuable insights at an executive level to positively influence key decision makers<li> <li><b>Advocate Identification<b> Identify opportunities for customers to become advocates such as testimonials and case studies<li> <ul><p><b>What experience and skills we need you to have<b> <p><ul><li>4year degree or equivalent experience<li> <li>5+ years customer success or account management experience in SaaS or software company<li> <li>Experience in creating success plans and utilizing data to identify the health of a customer<li> <li>Strong written and verbal communication skills with a passion for delivering an excellent customer experience<li> <li>Strong organizational skills and excellent attention to detail<li> <li>Demonstrated ability to build and maintain relationships with customers <li> <li>Professional presence with ability to listen to understand and present to customers<li> <li>Ability to understand customers business needs and how those connect back to product value<li> <li>Skilled in developing and implementing contract strategies to align with business objectives and owning negotiations during renewal discussions with the customer<li> <li>Ability to recognize upsell and expansion opportunities when speaking to customers <li> <li>Experience mentoring and training team members<li> <li>Advanced knowledge working in GSuite Salesforce andor Churnzero <li> <p><br ><p> <ul><p><b>Benefits<b> <p><ul><li>Flexible PTO including 11 holidays and your birthday off <li> <li>401k plan with employer matching <li> <li>Great health benefits with multiple plan option <li> <li>Option to choose between in office fully remote or a hybrid work environment for all employees<li> <li>Sabbatical program 4 weeks after 5 years of service<li> <li>Casual dress environment when in office<li> <li>Catered lunches every Tuesday and Thursday<li> <li>Company events each quarter<li> <li>Signing stipend for a workfromhome setup<li> <li>Free gym membership at our office<li> <li>Annual employee development program stipend of $2000 for each employee <li> <li>Flexible parental leave with 10 weeks paid leave for ALL new parents<li> <li>Fertilityadoption assistance <li> <li>Annual tutoring stipend for your children<li> <li>Mentorship program available immediately <li> <li>Regular team outings<li> <li>Advancement opportunities based on results not politics<li> <li>Culture that emphasizes inclusiveness driven by our REDI Committee<li> <ul><p> <p><p><b>About Us<b><p> <p>FinQuery is an innovative contract amp spend intelligence company whose solutions are used by over 7000 organizations worldwide What sets us apart is that were the only provider offering complete visibility into an organizations largest areas of spend leases software subscriptions and other financial contracts all in one platform<p> <p><br ><p> <p>Our platform provides our customers with unprecedented insight that drives informed decisions on their largest areas of spend and allows organizations to solve problems that matter for their business<p> <p><br ><p> <p>FinQuery is an equal opportunity employer to all persons free from restrictions and prejudice based upon race color creed religion sex domestic relationship status parental status family status sexual orientation national origin gender identity age and disability status FinQuery maintains a drugfree workplace<p> <p><br ><p> <p><p>

Project Manager - Low Voltage ISP

Company: IES Communications

Location: Atlanta, GA

Posted Apr 22, 2024

The Project Manager is responsible for managing all aspects of assigned projects, including staffing, materials management, financial management, customer care, and customer delivery goals. The role involves recruiting, hiring, training, and managing project-related staff, managing workload distribution, and ensuring project profitability. The Project Manager must also manage quality and safety issues, participate in the bid process, act as the Company liaison for customer interface, and create and implement process improvements. The ideal candidate should be self-motivated, professional, and have proven problem-solving and critical thinking skills. A High School diploma or GED is required, with a Bachelor's Degree preferred. RCDD certification is preferred, and at least five years of supervisory or managerial experience is required, along with five years of experience in telecommunications or a related field. Proficiency in Microsoft Office is required.

Salesforce Developer

Company: Medtronic

Location: Atlanta, GA

Posted Apr 22, 2024

The job posting is looking for a Salesforce Developer to join the Digital Technology team at Medtronic Diabetes. The role involves developing next-generation Diabetes systems, owning technical aspects of Salesforce implementation, and mentoring other developers. The company is committed to improving the lives of people with diabetes and offers a range of benefits and competitive compensation plans.

Account Specialist I

Company: Aon

Location: Atlanta, GA

Posted Apr 22, 2024

Aon is recruiting for an Account Specialist I position in Atlanta, GA. This hybrid role involves assisting Account Executives and Associate Account Executives on assigned accounts, managing client open items lists, and supporting the renewal process. Aon values diversity, inclusivity, and employee wellbeing, offering a comprehensive benefits package and flexible working arrangements. The salary range for this position is $55,000 to $60,000 annually.

Technical Success Manager

Company: JFrog

Location: Atlanta, GA

Posted Apr 22, 2024

JFrog is seeking a Technical Customer Success Manager for the Americas team. The role involves overseeing customer adoption of JFrog's products, working with internal teams to formulate success plans, and maintaining a deep understanding of the product and roadmap. The ideal candidate should have customer-facing experience, excellent analytical and problem-solving skills, and a strong understanding of enterprise software. JFrog offers a competitive compensation package, including a base salary, equity, comprehensive benefits, and potential bonuses.

IT Manager

Company: Koch Industries

Location: Atlanta, GA

Posted Apr 22, 2024

Georgia-Pacific Building Products is seeking a Software Development Manager with expertise in Visual Basic and ERP systems to lead the development and maintenance of their legacy ERP system, OneLisa. The ideal candidate will have a strong background in software engineering, experience managing development teams, and familiarity with database management, particularly SQL Server. Responsibilities include developing project plans, ensuring software development practices comply with internal standards, providing technical mentorship, managing project budgets, and identifying opportunities to increase system stability.

Financial Analyst

Company: Trella Health

Location: Atlanta, GA

Posted Apr 22, 2024

Trella Health, a rapidly growing healthcare company, is seeking a Financial Analyst to join their Finance & Accounting team. The role involves analyzing business and financial data, preparing budgets and forecasts, and creating processes to measure product profitability. The ideal candidate should have a Bachelor's Degree in Finance, Accounting, or Statistics, 2-4 years of professional experience as a financial analyst, and strong analytical skills with proficiency in Microsoft Excel and Salesforce. Trella Health offers a collaborative culture, competitive benefits, and opportunities for growth.

Marketing and Events Specialist

Company: Ameris Bank

Location: Atlanta, GA

Posted Apr 22, 2024

<p>Ameris Bank is a purposedriven company dedicated to bringing financial peace of mind to communities one person at a time Whether a customer wants to grow their business buy a home or feel confident in their retirement plan they have a partner in Ameris Bank We serve customers in our locations across the Southeast MidAtlantic and nationwide through our extensive digital offerings and mobile app <p> <p>Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity At Ameris youll find teammates who are inclusive collaborative problemsolvers who go the extra mile to support one another and to meet every customers needs <strong>When teammates are empowered and bring their diverse perspectives to the table we create the best possible outcomes for our customers<strong> At Ameris we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate <p> <p>Ameris Bank is searching for an enthusiastic event manager with a cando attitude to manage our brand sponsorships and plan and execute events for the company This role will be responsible for enhancing Ameris Banks brand awareness in local markets improving client loyalty and enhancing business development efforts through events and sponsorships Performs other projects and duties as assigned <p> <p><strong>Essential Functions Duties and Responsibilities<strong> <p> <p> With the Director of Advertising and Promotions drive the event and sponsorship strategy for Ameris Bank <p> <p> Plan and organize corporate events from start to finish with great attention to detail This includes but is not limited to scheduling planning invitations vendor management contract negotiation and hosting of the event Many events will require inperson attendance <p> <p> Maintain an event and sponsorship calendar be the expert on dates times and details for all sponsorships and corporate events <p> <p> Manage plan attend and optimize Ameris Banks existing large corporate sponsorships Ameris Bank Amphitheatre Peachtree Road Race ALTA and the Ameris Bank Jacksonville Marathon own the sponsorship relationships <p> <p> Manage and plan smaller events as needed such as select golf tournaments large sponsored business events and Ameris Bank leadership events <p> <p> Negotiate select sponsorships with the Director of Advertising and Promotions <p> <p> Manage media placements social media and lead team when creating marketing materials related to sponsorships and events optimize effectiveness of media placements and lead generation opportunities <p> <p> Act as a consultant on event and sponsorship opportunities to corporate and local market leaders fully understand the objectivesgoals of each sponsor activation to translate into goals for the event Assist with execution of select events and sponsorships <p> <p> Manage business developmentrelated assets such as event tickets and venue boxes assist with business development event planning as needed <p> <p> Solicit train and manage Ameris Bank teammate volunteers for events Enhance strategy for internal promotion and teammate attendance at events <p> <p> Manage sponsorship and event marketing requests in Jira <p> <p> With Creative team create and manage event signage and coordinate materials for all events <p> <p> Develop benchmarks timelines and mechanisms to measure event and sponsorship success report out monthly <p> <p> Assist Director of Advertising and Promotions with other duties such as project management invoicing and budgeting team meeting planning catering for team events promotional item ordering and other duties as assigned <p> <p> Establish and ensure compliance with brand standards and regulatory requirements <p> <p> Have a strong sense of ownership to ensure that Ameris Bank events and sponsorships are executed at the highest level <p> <p> Lead events on nights and weekends especially during the spring summer and fall at the Ameris Bank Amphitheatre <p> <p><strong>Required Knowledge Skills and Competencies<strong> <p> <p> Excellent people skills and an ability to interact effectively and in a professional diplomatic and mature manner with company leadership and internal and external clients at all levels <p> <p> Excellent organizational time management and interpersonal skills <p> <p> Exceptional oral and written communication skills <p> <p> Proven ability to learn quickly problem solve prioritize workflow and meet tight deadlines in a dynamic environment <p> <p> Ability to work autonomously and to function both independently and as a team member <p> <p> High attention to detail <p> <p> Microsoft Office suite proficiency <p> <p> Adobe InDesign experience preferred <p> <p><strong>Industry and Work Experience<strong> <p> <p> Minimum 35 years of relevant marketing event and project management experience required <p> <p><strong>Academic<strong> <p> <p> Bachelors degree in marketing or related field required or minimum of 5 years direct marketing or events experience required <p> <p><strong>Benefits Available to Employees<strong> <p> <p>Ameris Bank provides a comprehensive employee benefit package to all eligible employees <p> <ul><li>Medical Dental and Vision Insurance<li> <li>Ameris Bank absorbs a major portion of the cost of healthcare You become eligible for coverage on the first of the month following 30 days of employment<li> <li>Life Insurance provided at no additional cost to employees<li> <li>Accidental Death amp Dismemberment Coverage<li> <li>LongTerm Disability Coverage<li> <li>Paid Sick and Vacation Leave<li> <li>11 Holidays<li> <li>VolunteerService Day<li> <li>Employee Stock Purchase Plan<li> <li>401k Retirement Plan<li> <li>Ameris Bank matches 50 of your first 8 of contributions to the plan<li> <li>Flexible Spending Accounts<li> <li>Health Savings Account<li> <li>Health Reimbursement Arrangement<li> <li>Supplemental Life amp Other Insurance Plans<li> <li>Identity Theft Protection<li> <li>Pet Insurance<li> <li>Legal Insurance<li> <li>Employee Assistance Program<li> <li>Employee Advocacy Program <li> <li>Tickets at Work Entertainment discounts for Ameris Bank Employees<li> <li>Wellness Discounts for Medical Premiums and Other Rewards <li> <li>Employee Referral Incentive<li> <li>Education Assistance<li> <li>Employee Resource Groups <li> <ul><p><strong>Banking Advantages for Employees<strong> <p> <p>In addition to a wide array of benefits Ameris Bank employees are also eligible for special bank services <p> <ul><li>Free Interest Checking<li> <li>Free Safe Deposit Box<li> <li>Free Money Orders Travelers Checks and Cashier Checks<li> <li>Discount on Mortgage Origination Fee<li> <li>Free Online Banking and Free Unlimited Online Bill Payment<li> <li>Employee Banking Perks<li> <ul><p><strong>Disclaimer<strong> <p> <p>The above job description is meant to describe the general nature and level of work being performed it is not intended to be construed as an exhaustive list of all responsibilities duties and skills required for the position <p> <p>All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees <p> <p>Equal Opportunity EmployerProtected VeteransIndividuals with Disabilities <p> <p>The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is a in response to a formal complaint or charge b in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or c consistent with the contractors legal duty to furnish information 41 CFR 60135c<p>

Insurance Agent (Bilingual - Spanish)

Company: Fluent, Inc.

Location: Atlanta, GA

Posted Apr 22, 2024

Fluent, Inc is a leader in customer acquisition, looking for agents to support their growing client base. The company offers competitive compensation, career growth opportunities, and a fun work environment.

Manager Operational Pricing

Company: Koch Industries

Location: Atlanta, GA

Posted Apr 22, 2024

Georgia-Pacific Packaging & Cellulose Segment is recruiting for a Manager of Operational Pricing. The role involves supervising a team of Pricing and Senior Pricing Analysts, managing hiring and onboarding, and working closely with AGMs to advance GP Corrugated Pricing capability. The ideal candidate should have experience in Accounting, Financial Analysis, Pricing, Revenue, or related discipline, and be a strong economic and strategic thinker. The role offers a competitive compensation package and a supportive work environment with diverse teams and opportunities for growth.

Data Scientist II

Company: Conduent

Location: Atlanta, GA

Posted Apr 22, 2024

Conduent is a company that offers mission-critical services and solutions to Fortune 100 companies and governments. They value individuality and provide an award-winning work environment. The job description involves working with clients to gather and document requirements, collaborating with IT development teams, and having a good understanding of healthcare payer concepts. The role requires excellent communication skills and the ability to multitask. Preferred qualifications include out-of-the-box thinking, prior experience in healthcare IT, and the ability to validate test scenarios. The estimated salary range is $80,080- $104,000.

Consumer Marketing Specialist

Company: Ameris Bank

Location: Atlanta, GA

Posted Apr 22, 2024

Ameris Bank is a purpose-driven company that values integrity and rewards ingenuity. They prioritize continuous improvement and provide a comprehensive employee benefit package.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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