ME
MeridialSelf Service Implementation Specialist - Freelance Project
SalaryCOP 6/hr
LocationWorldwide - Remote, Colombia
Work moderemote
Typefull-time
SeniorityEntry
DepartmentBusiness & Professions
Company size10,000+ people
PostedJan 6, 2026 · 9mo ago
Verified live23h ago
At a glanceSummarised by Seekless from the posting.
Experience in client support, project coordination, or cross-functional collaboration roles
Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements
Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
General knowledge of ERISA and retirement plan compliance concepts
Experience with compliance or recordkeeping systems
Skills
Jira
Salesforce
Google Workspace
Self-Service Implementation Agent
Project Overview:
This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.
Key Responsibilities
•
Supporting Self Service Plan Sponsors as they onboard to our client’s platform
•
Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
•
Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
•
Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
•
Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
•
Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
•
Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements
Required Qualifications
•
Experience in client support, project coordination, or cross-functional collaboration roles
•
Demonstrated ability to deliver prompt, reliable servicein a pooled, high-volume support environment
•
Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
•
Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
•
Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
•
Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements
Nice to have
Helpful / Preferred Qualifications
•
Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
•
Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
•
General knowledge of ERISA and retirement plan compliance concepts
•
Experience with compliance or recordkeeping systems
Hours:
40-50 hours per week
9am-6pm US-ET
$6 per hour