CrawlJobs Logo

Defined Contribution Customer Solutions Specialist

alight.com Logo

Alight Solutions

Location Icon

Location:
United States of America , Charlotte, North Carolina

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

51000.00 - 65000.00 USD / Year

Job Description:

This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.

Job Responsibility:

  • Handling inbound calls and providing financial education
  • Answering complex questions, investment and payment options available to plan participants
  • Offering guidance on appropriate tools and services
  • Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules
  • Working independently to troubleshoot and research issues, and develop solutions
  • Processing transactional support to plan participants
  • Focusing guidance on qualified and non-qualified retirement plan benefits

Requirements:

  • Possess FINRA Series 6 or 7
  • Series 63/65/66 a plus
  • Demonstrate Defined Contribution or Qualified Plan experience
  • Experience in customer Service, and/or financial services
  • Possess analytical skills for problem solving and ability to troubleshoot basic technical problems
  • Be detail oriented with a high degree of accuracy and personal accountability
  • Able to work in high pressure environment with seasonality high volume
  • Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
  • Demonstrate sustained confidence and resilience during difficult interactions
  • Possess ability to ask relevant probing questions to better assess customer needs
  • Use data to persuade and influence customers to objectively guide them
  • Demonstrate active listening to customers to understand both articulated and unarticulated needs
  • US Citizenship requirements- proof will be required to verify US citizenship status at time of hire
  • Qualified candidates must reside in the United States or Puerto Rico

Nice to have:

Series 63/65/66 a plus

What we offer:
  • A variety of health coverage options
  • Wellbeing and support programs
  • Retirement
  • Vacation and sick leave
  • Maternity, paternity & adoption leave
  • Continuing education and training
  • A number of voluntary benefit options

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Defined Contribution Customer Solutions Specialist

Intermediate Customer Onboarding Specialist

We are looking for a high output, thoughtful, and skilled onboarding specialist ...
Location
Location
Canada , Vancouver, Calgary, Toronto
Salary
Salary:
70200.00 - 95000.00 CAD / Year
clio.com Logo
Clio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Healthy customer obsession and focus on delivering exceptional client experience
  • Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
  • Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
  • Comfort and confidence facilitating ‘in person’ live sessions through Zoom
  • Demonstrate a keen interest in improving your craft by using AI
Job Responsibility
Job Responsibility
  • Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio’s suite of products
  • Identify what would indicate a customer’s “first value” and drive towards achieving it
  • Take complete responsibility for your ownership window as part of a customer’s entire Clio lifecycle, including setting customers up successfully for post-ownership window
  • Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible
  • Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department)
  • Own customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention
  • Be confident, articulate, and sensitive to the needs of customers and internal partners
  • Contribute regularly to our customer-facing knowledge base [Help Center]
  • Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, extraction and training activities
  • Gain an expert understanding of and stay up to date with Clio’s suite of products and common workflows
What we offer
What we offer
  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week
  • Flexible time off policy, with an encouraged 20 days off per year
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
  • Fulltime
Read More
Arrow Right

Customs Compliance Specialist

The Customs Compliance Specialist leads, manages and organizes import and export...
Location
Location
China , Shanghai
Salary
Salary:
Not provided
https://www.ikea.com Logo
IKEA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong knowledge of customs and trade compliance including classification, valuation, country of origin, free trade agreements, bonded management and other customs related topics
  • A comprehensive understanding of how customs functions within the value and supply chain
  • Proficiency in conducting compliance reviews and working with external customs audit
  • Proficient in MS Office applications
  • Fluent in English, both written and spoken
  • Process-driven with a proactive approach to find better ways of working
  • Strong analytical mindset and attention to detail
  • Self-starter with the ability to learn quickly
  • Deep understanding of customs and trade compliance
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Responsible for day-to-day compliance activities and operations within Customs and Trade Compliance function
  • Serve as direct liaison with customs authorities for daily compliance activities and special regulatory procedures
  • Collaborate to establish and maintain controls that ensure compliance and mitigate risks
  • Establish and maintain compliance procedures, working methods, and systems/tools requirements
  • Assist with customs and trade compliance activities in audits, investigations, rulings, and court cases
  • Lead or support periodic self-reviews and audits
  • Provide customs and trade advice to key stakeholders and projects
  • Ensure tariff number accuracy using the 4-eye principle
  • Assist in defining requirements and testing for customs tools and solutions
  • Contribute to customs expansion projects
  • Fulltime
Read More
Arrow Right

Data Solutions Sales Specialist

The Data Solutions Sales Specialist role is an onsite position based primarily i...
Location
Location
Qatar , Doha
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University or Bachelor’s Degree preferred, or equivalent experience
  • Engineering or technology education, advanced degree or MBA desired
  • Typically 6-10+ years account management experience
  • Experience in IT industry preferred
  • Experience working within an IT department and/or working within customers is a plus
  • Experience in vertical industry preferred
  • Experience in different sales roles is a plus
  • Drives Results
  • Strategic Planning
  • Sales Execution
Job Responsibility
Job Responsibility
  • Articulates a two-way connection between the customer's core KPIs, business priorities and initiatives, and the plan to support the customer with IT solutions
  • Influences the decision-making of customer executives through describing the value of HPE's solutions and their relevance to the customer's priorities
  • Positions HPE strategy and solutions in such a way that the customer sees that HPE is critically important to their business
  • Builds and executes a plan to drive growth and profitability across HPE's portfolio
  • Drives growth in HPE's strategic value portfolio
  • Leverages HPE programs and tools
  • Contributes to internal reviews connected to deals and sales planning
  • Engages with the customer to identify opportunities
  • Translates customers' business challenges and goals into IT opportunities
  • Leads pipeline building activities for the account
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Solution Specialist, Senior Manager – Baggage Portfolio

As a Solution Specialist, Senior Manager – Baggage Portfolio, you will bring dee...
Location
Location
India , Delhi; Mumbai; Bengaluru
Salary
Salary:
Not provided
sita.aero Logo
SITA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Expert knowledge of airport/airline baggage technologies, including BIMs, BRS, MDS, repatriation and loading systems
  • Deep knowledge of the specific aspects of the customer base in the given region and methodologies applied for successful engagement
  • Technically fluent, with a solid grasp of cloud-based solutions, APIs, and integration frameworks
  • Demonstrated ability to apply customer journey mapping and insights to design solutions that solve pain points and exceed customer expectations
  • Proven experience in customer-centric presales processes, enabling solution design that drives customer satisfaction and commercial win rates
  • Strong design thinking mindset, consistently approaching complex problems through iterative, user-first solutioning
  • Comfortable navigating high-stakes, high-urgency customer interactions and translating feedback into tangible solution improvements
  • Ability to collaborate across geographies and functions to co-create value with teams including Product Management, Sales, and Engineering
  • Effective communicator with a talent for translating technical features into business value, able to engage at all stakeholder levels including C-suite
  • Commercially astute and analytically sound, capable of developing tailored pricing and go-to-market strategies
Job Responsibility
Job Responsibility
  • Act as the key interface between Sales geographies and central Product Management for complex deals and new solutions across the baggage technology portfolio
  • Analyze the assigned market and deliver recommended targets for building the pipeline
  • Contribute to and develop technical account strategies with the sales team to ensure maximum account penetration and commercial benefits for SITA in the long term
  • Provide guidance to the regional teams on building solid solutions at optimal cost base
  • Deliver insights on customer use cases and replicate where applicable
  • Shape strategic customer proposals from early engagement through RFP response by applying deep knowledge of operational challenges and customer goals
  • Guide customers through solution design processes based on a clear understanding of their pain points, business processes, and operational constraints
  • Design and deliver product demos and solution workshops, showcasing the value of SITA’s baggage solutions in a customer’s specific context
  • Provide customer intelligence and insights back into Product Management to help evolve the roadmap in line with real market demand
  • Lead internal cross-functional collaboration with Product, Engineering, Delivery, Pricing, and Operations to co-create solution proposals
What we offer
What we offer
  • Flex Week: Work from home up to 2 days/week (depending on your team’s needs)
  • Flex Day: Make your workday suit your life and plans
  • Flex Location: Take up to 30 days a year to work from any location in the world
  • Employee Wellbeing: Access our 24/7 EAP and Champion Health platform for all-around wellbeing
  • Professional Development: Build your skills with LinkedIn Learning and internal training programs
  • Competitive Benefits: Designed to suit your country and contract type
  • Fulltime
Read More
Arrow Right

Data Migrations Specialist

We are looking for a high output, analytical, and skilled Data Migrations Specia...
Location
Location
Canada , Burnaby, Calgary or Toronto
Salary
Salary:
62400.00 - 84400.00 CAD / Year
clio.com Logo
Clio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Healthy customer obsession and focus on delivering exceptional client experience
  • Expert in Microsoft Excel (ex. you can comfortably perform different Lookups, Left/Right/Trim, IfError, and other formulas and be able to recognize and interpret patterns)
  • Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
  • Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
  • Experience with coding an asset
  • Demonstrate a keen interest in improving your craft by using AI
Job Responsibility
Job Responsibility
  • Work closely with Sales and Customer Onboarding Specialists to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible
  • Perform data transformations and imports from various sources (often CSV and SQL) into the Clio products and handle escalated data processing cases
  • Provide superb customer service throughout the data migration process
  • Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department)
  • Be confident, articulate, and sensitive to the needs of customers and internal partners
  • Contribute regularly to our customer-facing knowledge articles
  • Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, and testing of data transformation, extraction and training activities
  • Gain a deep understanding of and staying up to date with the Clio product and common workflows
  • Always looking for and being curious about process and technology improvements to enhance the customer’s journey and automate the function of the role
What we offer
What we offer
  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week
  • Flexible time off policy, with an encouraged 20 days off per year
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
  • Fulltime
Read More
Arrow Right

Senior Solution Consultant or Solution Architect – Infor M3

Are you ready to step into a role where you can grow, develop, and combine your ...
Location
Location
Sweden , Stockholm; Göteborg; Malmö
Salary
Salary:
Not provided
columbusglobal.com Logo
Columbus United Kingdom
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s or Master Degree in a relevant field
  • Minimum of 5+ years of experience
  • Experienced from a similar commercial presale or Consultant role
  • Strong teamwork, fast learning, and adaptability
  • Exceptional communication and presentations skills
  • Significant experience working with the Infor M3 ERP or Infor Cloud Suites
  • A structured approach to tasks and the ability to meet deadlines effectively
  • Willingness to travel up to 30 days per year (primarily short trips)
  • Valid VISA or Swedish Citizenship
  • Fluency in English
Job Responsibility
Job Responsibility
  • Work closely with sales representatives and customers
  • Contribute to the design and delivery of large, customized solution proposals
  • Define opportunity-specific strategies with sales representatives
  • Guide customers toward customized solutions and projects
  • Lead discovery meetings, pitch solutions, and participate in road mapping discussions
  • Respond to RFx requests, scope solutions, craft messaging, and prepare impactful customer-facing presentations
  • Take charge of opportunities alongside sales reps
  • Coordinate with consultants and specialists to deliver cohesive and effective solutions
  • Develop a specialty in industries, products, or methodologies
  • Deliver compelling demos of the Infor M3 Cloud Suites and other solutions
Read More
Arrow Right

Client Consultant

The Customer Solutions Design Consultant leads and delivers a variety of consult...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
plus.net Logo
Plusnet
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Expertise in Genesys Cloud CX is essential
  • Applying structured problem solving techniques to diagnose and resolve complex technical, operational, or business challenges
  • Advising on and refining the technologies, tools, and approaches best suited for new solutions, services, or customer outcomes
  • Gathering information through discovery and consultation, evaluating options, assessing implications, and providing clear, evidence based recommendations
  • Ensuring proposed solutions meet business, user, and operational requirements, while aligning with broader architectural principles, service strategies, and platform constraints
  • Demonstrating a growth mindset through continuous learning, reflection, and staying current with industry trends
  • Applying strong commercial and business acumen, leveraging a deep understanding of the organisation, customer context, and market dynamics to inform decision making
  • Defining and structuring the essential components required to form viable technical or service solutions, ensuring clarity, scalability, and alignment with customer needs
  • Supporting customers and stakeholders through technology transitions, guiding them from legacy environments into modern platforms and operating models
Job Responsibility
Job Responsibility
  • Captures detailed customer technical and business requirements and translates them into clear, actionable solution recommendations aligned with consulting and solution‑development methodologies
  • Advises on and helps shape the technical direction for customer engagements, supporting stakeholders in moving toward effective solution designs based on best practice, platform capabilities, and desired business outcomes
  • Leads and facilitates the review and validation of new solutions and in‑life service enhancements, ensuring they integrate effectively across all domains and align with product roadmaps and broader strategic objectives
  • Encourages continuous improvement across solution development, consulting practices, and delivery capability throughout end‑to‑end engagements
  • Manages customer‑facing consulting engagements, including scoping, producing Statements of Work, and coordinating third‑party contributions and dependencies
  • Builds strong senior‑level customer relationships by providing trusted specialist consulting support and helping shape service strategy, operational decisions, and long‑term transformation plans
  • Promotes consistency in architectural, technical, and delivery processes to reduce cost, increase efficiency, and enhance solution quality
  • Guides customer migration planning and execution, supporting organisations through transitions from legacy platforms to modern technologies and operating models
  • Coordinates and contributes to impact assessments, solution documentation, and updates to ensure accuracy, traceability, and alignment with evolving requirements
  • Supports the resolution of complex solution and service issues by guiding root‑cause analysis, coordinating troubleshooting activities, and managing escalations to protect delivery outcomes
What we offer
What we offer
  • 10% on target annual bonus
  • BT Pension scheme, minimum 5% employee contribution, BT contribution 10%
  • X4 Salary Life Assurance
  • Huge range of flexible benefits including Cycle to Work, Healthcare, Season Ticket Loan, Electric Vehicle Salary Sacrifice
  • 25 days annual leave (not including bank holidays), increasing with service
  • Equal family leave: receive 18 weeks at full pay, 8 weeks at half pay and 26 weeks at the statutory rate. It’s for all parents, no matter how your family is made up
  • Enhanced women’s health support: including help with menopause symptoms, cancer screenings, period care and more
  • 24/7 private virtual GP appointments for UK colleagues
  • 2 weeks paid carer’s leave
  • World-class training and development opportunities
  • Fulltime
Read More
Arrow Right

Vice President, Customer Solutions

Accountable for leading the Supply Chain Advisory Organization team that develop...
Location
Location
United States , Coppell
Salary
Salary:
164396.00 - 230802.00 USD / Year
blueyonder.com Logo
Blue Yonder
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven senior leadership experience managing teams with an understanding of what is needed to drive success across all industries with customer facing demos, proofs of concept, and/or pilot programs within the supply chain or enterprise software sector
  • Strong strategic thinker with the ability to translate vision into executable plans and measurable outcomes
  • Exceptional communication skills, with the ability to convey complex product value propositions convincingly to executive audiences
  • Customer-focused approach, with a track record of building long-term industry and client relationships
  • Ability to thrive and make critical business decisions in a fast-paced, innovative environment, managing multiple priorities and driving scalable frameworks
  • Demonstrated ability to recruit, develop, and retain high-performing teams
  • Experience collaborating cross-functionally with Sales, Product, Marketing, and Customer Success to drive cohesive go-to-market strategies
  • Deep knowledge of supply chain technologies, industry trends, and competitive landscape
  • Analytical mindset with a focus on data-driven decision making and continuous improvement
  • Understanding of global delivery models (e.g., follow-the-sun)
Job Responsibility
Job Responsibility
  • Lead and manage the Supply Chain Advisory Organization team responsible for developing, delivering, and continuously improving demos, proofs of concept, and customer pilots
  • Define, communicate, and drive the strategic vision for Custom Demos, POCs, and Pilots, ensuring alignment with sales consulting and broader company objectives
  • Develop and mentor a world-class team skilled in qualifying opportunities and executing high-impact demos and pilots that clearly articulate Blue Yonder’s product value and ROI
  • Collaborate closely with Sales, Product Management, Marketing, and other internal stakeholders to ensure messaging, demos, and competitive intelligence are aligned and compelling
  • Build and maintain strong, long-term relationships with customers, prospects, and industry leaders to cultivate ongoing business opportunities and drive customer success
  • Regularly engage with customers and prospects to understand their evolving needs and effectively communicate Blue Yonder’s solution benefits and strategic value
  • Monitor, analyze, and report key performance metrics, wins, and losses, leveraging insights to refine strategies and team performance
  • Lead competitive intelligence efforts, ensuring the team is informed and equipped to address market challenges within the sales cycle
  • Drive innovation in the POC framework, ensuring scalability, quality, and consistency in all demos and pilots delivered
  • Own recruitment, engagement, motivation, and retention of top talent to build a resilient and scalable team
What we offer
What we offer
  • Comprehensive Medical, Dental and Vision
  • 401K with Matching
  • Flexible Time Off
  • Corporate Fitness Program
  • A variety of voluntary benefits such as
  • Legal Plans, Accident and Hospital Indemnity, Pet Insurance and much more
  • Fulltime
Read More
Arrow Right