Join us on a mission to increase the rate at which Americans save for retirement. Backed by Lux.
About the role
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
More about this role
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 .
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...
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