Perseus Group, Constellation Software
Perseus Group, Constellation Software
Perseus Group, Constellation Software, is a B2B SaaS organization that invests in and develops enduring software companies serving specialized, mission-critical markets. Part of Constellation Software, the group operates across more than 100 vertical markets and a portfolio of over 800 companies. Its model combines permanent capital with long-term operational support, with recurring revenue generated through SaaS and software maintenance businesses. Perseus Group emphasizes empowered leadership, continuous improvement, operational excellence, and integrity as it helps its companies grow and remain durable over time.

Remote Customer Service Specialist, Retirement Plan Software

Support CalcAir retirement-plan software users by resolving service issues, testing updates, and helping guide product enhancements. The role also contributes to regulatory updates and customer education.

Description

  • Assist customers by phone and email with software questions and issues
  • Log customer interactions in the ticketing system
  • Guide the development team on needed system changes and enhancements
  • Test fixes and new features before they are released
  • Prepare written resources and webinars about regulatory changes, product features, and customer concerns
  • Help update the software as laws and regulations change
  • Evaluate the software from the user’s perspective to confirm it meets customer needs
  • Recommend product improvements that strengthen the customer experience

Requirements

  • At least three years of client services or software support experience in the pension industry
  • Strong knowledge of qualified retirement plans, including compliance testing, contributions, distributions, and document maintenance
  • Practical experience with retirement plan platforms such as CalcAir, DATAIR, Relius, ASC, FT Williams, or comparable software
  • Experience using ticketing systems and performance tracking tools
  • Willingness to explore automation that can improve the customer experience
  • Familiarity with ERISA and recent regulatory changes, including SECURE 2.0
  • ASPPA QKA or NIPA credentials, or active progress toward a credential, are helpful

Benefits

  • Comprehensive total rewards package
  • Health and wellness benefits
  • Paid time off
  • Learning and development opportunities
  • Additional employee programs that support well-being and growth
  • Profit-sharing bonus plan
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Basic life insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • 401(k) plan with company match
  • At least 10 vacation days for new employees
  • Sick time in accordance with state requirements
  • Eight company-paid holidays per year
  • Two personal holidays per year

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