Enterprise Operations Specialist

Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the #1 Retirement Distribution Planning Tool in the 2024 T3|Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.

We are seeking a highly organized and strategic Enterprise Operations Specialist to support our enterprise relationships team in delivering an exceptional experience to our most important partners. This role sits at the intersection of relationship management, project coordination, internal enablement, and data-driven decision-making. You will play a critical role in scaling how we support firms, ensuring smooth onboarding, tracking key deliverables, coordinating events, and driving internal collaboration across product, support, marketing, and leadership teams.

• Serve as the operational backbone for the Enterprise Relationships team, ensuring all partner-facing commitments are tracked, delivered, and communicated clearly
• Coordinate onboarding processes and timelines for new enterprise firms, including training schedules, integration milestones, and resource delivery
• Develop and maintain playbooks and internal documentation to standardize firm onboarding, engagement, and success practices
• Track usage, performance metrics, and engagement data to inform account strategy and surface growth opportunities
• Collaborate closely with Product and Support teams to ensure enterprise clients receive timely and proactive assistance
• Manage deliverables for co-branded initiatives, firm-specific collateral, and webinar/event coordination
• Coordinate conferences and in-person events that enhance enterprise engagement
• Assist in RFPs, contract renewals, and pricing documentation as needed
• Support firm-wide training and enablement programs, including webinars, resources, and success workshops
• Identify process gaps and implement improvements that help scale our enterprise operations efficiently

• 3–5 years of experience in a customer success, partnerships, revenue operations, or client services role
• Experience in a SaaS or fintech company, ideally serving enterprise clients or financial professionals
• Strong project management and organizational skills with extreme attention to detail
• Proficient with CRM and project tools like Salesforce, Confluence, Asana, or similar platforms
• Analytical mindset with comfort using data to drive decisions
• Excellent communication skills — written, verbal, and cross-functional
• A team player who thrives in a fast-paced, high-growth environment
• Passionate about client success and eager to help firms maximize value from Income Lab

• Salary, stock options, and benefits package.
• Collaborative and supportive work environment.
• Remote work setup with occasional in-person meetings for team building and training.
• Opportunities for professional growth and advancement.

Ready to Join Us?

Be part of a team that’s redefining retirement planning. If you’re passionate about financial wellness, technology, and advisor success, we’d love to meet you.

To Apply:
Send your resume to info@incomelab.io with the subject line “Enterprise Operations Specialist Application.”

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