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July Business Services
The Installation Manager serves as the primary point of contact and project manager for new retirement plan clients and advisors, guiding them through the installation process and setting the stage for long-term relationships. This role involves educating plan sponsors on operational processes, resolving client questions, and coordinating with TPAs and recordkeepers to convert existing plans to the JULY platform. The position requires maintaining documentation within CRM software and staying current with industry trends and regulatory requirements.
Headquarters
Waco, Texas, United States
JULY is a team of 700+ professionals helping participants, employers, and advisors build their futures with expert retirement plan solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for July Business Services.
July Business Services didn’t post a salary, so this is our estimate from similar listings.
26% below the average for this role