Analyst, Applied Plan Services

Job not on LinkedIn

🔥 5 minutes ago

🇺🇸 United States – Remote

💵 $100k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

👻 Ghost score 4%

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Aboon

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💳 Fintech

☁️ SaaS

🤝 B2B

💰 $17.5M Seed on 2025-10

Fintech • SaaS • B2B

Aboon is a digital retirement-plan platform and TPA-focused service that helps financial advisors and employers design, launch, and manage workplace retirement plans. The platform combines AI-driven, end-to-end workflows (generation of 401(k) proposals, streamlined onboarding with recordkeepers, and digital compliance testing) with dedicated human support and integrations to trusted recordkeepers. Aboon positions itself as a fast way for advisors to win and scale retirement-plan business, emphasizes enterprise-grade security and audits, and targets both first-time plan sponsors and experienced advisors.

📋 Description

• Investigate cases flagged by automations for human review, including tracing payroll discrepancies and understanding payroll provider reporting through integrations • Perform manual tasks not yet automated, such as setting up corrective contributions in recordkeeper platforms • Identify repetitive tasks and document steps, decisions, and rules to support automation • Work in pods with engineers from the Applied AI team to build, test, and improve agents • Collaborate with Plan Administrators and Relationship Managers • Report to the Head of Applied Plan Services

🎯 Requirements

• 4+ years in defined contribution plan administration, with working knowledge of compliance testing, contribution calculations, and day-to-day plan operations • Strong analytical skills, including reviewing plan data, reconciling discrepancies, and researching complex technical questions • Comfort learning and using AI tools to support your daily work • Comfort with change and evolving responsibilities at an early-stage company • Clear communication with team members • QKA credential, or working toward one (nice to have) • Experience with QA or review work for software or automation (nice to have) • Familiarity with ftwilliam and major recordkeeper servicing platforms (nice to have) • Experience at a fintech, wealthtech, or high-growth startup (nice to have) • Candidates must be based in the US • Work authorization required; no visa sponsorship

🏖️ Benefits

• Comprehensive health, dental, and vision insurance, with additional optional coverage • 401(k) with company match • Flexible paid time off and holidays • 10 weeks paid parental leave • A fully remote work environment, with all the technology and equipment you need • Support for professional development and career growth • Annual bonus • Equity

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