Job description

ABOUT BASIC CAPITAL Basic Capital is a fintech company disrupting America’s $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system. Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We’re backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we’re assembling a lean, high-performance team committed to reducing wealth inequality. For more information, visit Basic Capital’s website basiccapital.com. YOU WILL - Own the ongoing client relationship after launch, serving as trusted advisor to administrators and champion for participants - Design and help build the programmatic systems, automation, and AI-powered tooling that scale customer success to many clients without scaling headcount - Run quarterly business reviews and drive engagement programs that lift participation and keep plans healthy - Deliver continued education to administrators and employees as new features and offerings roll out - Turn client feedback into prioritized signal for product, and work to iterate on the admin and participant experience - Assist the support team on escalations and help build the systems that let support scale REQUIRED COMPETENCIES - Proven customer success or account management experience owning a book of clients, ideally in fintech, benefits, or retirement - A systems builder who has turned high-touch, manual client work into repeatable, scalable programs - A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount - Working knowledge of 401(k) administration and what administrators and participants need, or the ability to ramp quickly - A track record of driving engagement, adoption, and retention across a book of clients - Comfort running executive quarterly business reviews and navigating multiple stakeholders PREFERRED COMPETENCIES - Experience building operational tooling, automations, or AI-powered internal systems - Familiarity with retirement plan compliance and ERISA concepts - Background in employee benefits, HR technology, or financial wellness - Experience in fintech or early-stage technology companies CULTURAL FIT - Passionate about solving big social problems with pragmatic solutions - Aptitude for complexity and curiosity for financial markets - Believes in building leverage, using AI and automation to scale impact as the company grows rather than defaulting to headcount - Enjoys learning new tools and selecting the right one for each job - Adaptable and open to contributing across the operation as the team evolves - Autonomous, high agency, accountable, and thrives in a fast-paced environment - Strong collaboration and communication skills, working effectively in cross-functional teams - Excited to be part of an in-office team, working five days per week from our Tribeca, NYC office

Requirements

Must-haves

Own the ongoing client relationship after launch, serving as trusted advisor to administrators and champion for participants
Design and help build the programmatic systems, automation, and AI-powered tooling that scale customer success to many clients without scaling headcount
Run quarterly business reviews and drive engagement programs that lift participation and keep plans healthy
Deliver continued education to administrators and employees as new features and offerings roll out
Turn client feedback into prioritized signal for product, and work to iterate on the admin and participant experience
Assist the support team on escalations and help build the systems that let support scale
Proven customer success or account management experience owning a book of clients, ideally in fintech, benefits, or retirement
A systems builder who has turned high-touch, manual client work into repeatable, scalable programs
A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount
A track record of driving engagement, adoption, and retention across a book of clients
Comfort running executive quarterly business reviews and navigating multiple stakeholders
Experience building operational tooling, automations, or AI-powered internal systems
Familiarity with retirement plan compliance and ERISA concepts
Background in employee benefits, HR technology, or financial wellness
Experience in fintech or early-stage technology companies
Passionate about solving big social problems with pragmatic solutions
Aptitude for complexity and curiosity for financial markets
Believes in building leverage, using AI and automation to scale impact as the company grows rather than defaulting to headcount
Enjoys learning new tools and selecting the right one for each job
Adaptable and open to contributing across the operation as the team evolves
Autonomous, high agency, accountable, and thrives in a fast-paced environment
Strong collaboration and communication skills, working effectively in cross-functional teams
Excited to be part of an in-office team, working five days per week from our Tribeca, NYC office

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: ashby
Effort: quick

Benefits

Benefits detected in the listing.

401(K)

Wellness