Top Tech Jobs & Startup Jobs in NYC, NY

Serve as primary client contact for advisors and plan sponsors: answer inbound calls and emails, resolve administration issues, create and track tickets, host webinars, collaborate cross-functionally, share product feedback, and meet service level requirements to ensure client satisfaction.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

Manage and optimize paid campaigns on Google Search and LinkedIn; write and test ad copy, creative, and landing pages; refine targeting and audiences; run and report on email campaigns and deliverability; monitor shared inbox and handle responses; iterate on budget and creative to drive clicks and leads; report performance metrics and trends.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.

Lead product-focused data initiatives by translating stakeholder needs into buildable data features. Partner with engineering, QA, and operations to define functional requirements, acceptance criteria, and test cases. Write and use SQL for analysis, perform functional testing and sign-off, track usage trends, and iterate on data products, pipelines, automation, and AI-driven solutions to support product growth.

Serve partner relationships (advisors, TPAs, national accounts, PEOs) to drive retention and growth. Support Partner Success Managers with reviews, participant education, reporting, CRM updates, inbound triage, knowledge base maintenance, and cross-functional product/quality initiatives.

Own and manage the full sales cycle to convert leads into retirement plan sales within an assigned region. Prospect, build relationships with financial advisors, maintain a pipeline, use MEDDPICC methodology, hit monthly KPIs and quota, and collaborate with regional RVPs and cross-functional teams to scale repeatable sales processes.

The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.