Senior Operations Associate

About the Company

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 founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood.

Responsibilities

• Own ongoing client relationships after launch, serving as a trusted advisor to administrators
• Design and build programmatic systems, automation, and AI-powered tooling to scale customer success
• Run quarterly business reviews and drive engagement programs to maintain plan health
• Deliver continued education to administrators and employees regarding new features
• Translate client feedback into prioritized signals for the product team
• Assist the support team on escalations and build scalable support systems

Requirements

• Proven customer success or account management experience owning a book of clients
• Experience in fintech, benefits, or retirement industries preferred
• Proven ability to turn manual client work into repeatable, scalable programs
• Leverage mindset using AI and automation to scale impact
• Working knowledge of 401(k) administration or ability to ramp quickly
• Track record of driving engagement, adoption, and retention
• Comfort running executive quarterly business reviews and navigating stakeholders
• Ability to work in-office five days per week in Tribeca, NYC

Preferred Qualifications

• 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