Client Relationship Manager I New United States, Remote

Human Interest Inc.; Northern (KY); Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

401(k) plan with employer match

Health, dental and vision insurance

Parental leave

Workplace stipends

Wellness benefits

Job summary

Human Interest Inc. is seeking a Client Relationship Manager to own the customer experience across assigned accounts, collaborating with implementation, sales, and support teams to resolve questions and optimize plans. You will serve as the voice of the customer and ensure timely, proactive engagement.

You will manage plan design support, IRS/DOL compliance, and annual testing while maintaining up-to-date ERISA knowledge, partnering to deliver accurate valuations and reporting for plan sponsors.

Qualifications

• Must have solid experience in plan administration and customer-focused support.
• Excellent problem-solving and attention to detail to ensure accurate results.
• Strong communication skills and able to work autonomously in a fast-growing startup environment.

Responsibilities

• Serve as the single point of contact for plan sponsors in your book of accounts.
• Deliver timely, superior service including issue resolution and proactive communication.
• Coordinate with implementation, sales, and support to meet customer goals and regulatory requirements.
• Provide compliant valuation reports, participant statements, trust accounting, and annual testing as applicable.
• Identify customer needs and share insights with marketing and product teams.

Skills

Plan administration

Problem solving

Customer service

Attention to detail

Communication

Autonomous work

Adaptability

Tools

FT William

ASC software systems

Job description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than 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.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.

About the role

As a Client Relationship Manager you’ll have the opportunity to define our customer’s experience by being an expert source of knowledge to your assigned accounts. You’ll work closely with our implementation, sales, and support teams to help ensure that questions and issues are resolved in a timely manner and plans are optimized to meet customer goals. You’ll own customer happiness by marrying effective responsiveness with thoughtful proactive touch-points to anticipate customer needs before they ask.

What you get to do every day

• Act as the single point of contact for the plan sponsors within your book of accounts
• Provide timely, superior customer service, including problem solving and issue resolution
• Communicate key plan features and requirements in a clear, concise and informative manner
• Work cross-functionally to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
• Act as the voice of your customers by partnering with our marketing and product teams to share insights
• Be the escalation point for any participants of your assigned plans
• Assist clients with all ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
• Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
• Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
• Review Form 5500 and coordinate with plan sponsor to help ensure timely filing
• Assist auditors if a plan is subject to an audit
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit

What you bring to the role

• 3-5+ years of experience in A-Z plan administration
• Have a passion for solving problems and helping people
• Strong ability to troubleshoot with a meticulous eye for detail
• Communicate with confidence, professionalism and empathy
• Remain composed in high-stress situations and convey empathy for our customers and their situation
• Ability to work autonomously and take initiative to proactively service customers and resolve any issues
• A “change is good” mindset allowing you to quickly adapt within a fast-growing startup environment
• Bonus Points: Experience with FT William and/or ASC software systems

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. 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: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $70,000 - $75,000 annuallyand represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

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
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health 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; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.