401(k) Onboarding & Activation Specialist

Human Interest; United States; À distance; USD 70 000 - 90 000; Plein temps

Résumé du poste

Human Interest is a mission-driven startup delivering affordable 401(k) plans to small and mid-sized businesses across the United States. You will support the setup and launch of new clients' retirement programs, ensuring a smooth onboarding experience from day one.

You will collaborate with sales and account management to keep customers engaged, drive adoption, and deliver measurable value as our platform scales with growth.

Qualifications

• 3+ years of customer onboarding experience in SaaS or retirement industry.
• Strong knowledge of 401(k) plan design and retirement benefits.

Responsabilités

• Help set up and launch new clients' 401(k) plans.
• Collaborate with sales and account management to keep customers engaged.

Connaissances

Customer onboarding

SaaS knowledge

Organizational skills

401(k) plan design

Description du poste

Human Interest is a mission-driven startup delivering affordable 401(k) plans to small and mid-sized businesses across the United States. You will support the setup and launch of new clients' retirement programs, ensuring a smooth onboarding experience from day one.

You will collaborate with sales and account management to keep customers engaged, drive adoption, and deliver measurable value as our platform scales with growth.