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Full Job Description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You’ll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused – you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change.
What you get to do every day
Support a successful implementation by collecting company and bank information from new clients
Proactively reach out to clients to book the set-up call
Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met
Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
Identify potential areas for process improvement to help the team scale
Other duties as assigned
What you bring to the role
3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
Working knowledge of the 401(k) product. Experience within 401(k) Implementation is a bonus
You thrive being a part of a team.
A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
A strong work ethic, proactively following up with our customers and keeping them on track
Experience working in a fast-paced, high growth software company where change is a constant
Meticulous attention to detail – rarely making typos and noticing discrepancies that others would miss
Ability to manage a queue of plans of your own and also be a contributing member of the implementation core team
Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.
Why you will love working at Human Interest
Mission – Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.
Culture – Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
Customer obsession
Long-term orientation
Autonomous and accountable teams
An escalating bar for talent and performance
Fundamental optimism
Read more
Compensation – The on-target earnings (OTE) range target for the role seniority described in this job description is $52,000 – $65,000. Final offer amounts depend on multiple factors including candidate experience and expertise, geographic location, compensation/equity mix, and market data. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.
Benefits –
A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Generous PTO and parental leave policies
Lyra – Enhanced Mental Heath Support for Employees and dependents
Carrot – Fertility healthcare and family forming benefits
Candidly – Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; annual wellness stipend
Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
Fun online and regional events and celebrations and department and company offsites
The vast majority of our positions can be 100% remote
About Human Interest:
We’re a high-growth, Series D-funded company that’s changing the retirement industry. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a Top Company by Y Combinator, we’ve raised $337M and are backed by leading investors, including TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.
Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.
Human Interest employees must adhere to the Company’s security policies and Code of Ethics.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures
