Customer Onboarding Specialist

Promote Project; California (MO); On-site; USD 60,000 - 80,000; Full time

Job description

50000 - 90000 a year (US Dollars)

Customer Onboarding Specialist

Location

San Francisco Bay Area, California, United States

Salary

50000 - 90000 a year (US Dollars)

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.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors.

About the role

As a member of the onboarding team, you will support the setup and launch of our new clients' 401(k) plans here at Human Interest! You'll be on the front lines with our new clients, working with a wide variety of companies (anything from the local plumber to the nationwide robotics firm), helping them set up and launch their new 401(k) plans. You'll own keeping the onboarding process on-track while ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible.

What you get to do every day

• Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans.
• Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement.
• Work cross-functionally within our organization (specifically with sales and account management) 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.

What you bring to the role

• Possess knowledge and experience with retirement plan design, particularly in 401(k) plans.
• 3+ years of customer onboarding experience in a SaaS environment.
• A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly.
• Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
• A strong work ethic, proactively following up with our customers and keeping them on track.
• Excellent organizational skills, able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball.
• Bachelor’s degree or equivalent experience.

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

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. The base salary for this position spans $63,000 - $65,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. This position will also offer a variable target of $30,000. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits.

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 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; 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.

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work (2023)
• Best Places to Work by Built In (2023)
• A Top Company by Y Combinator (2020-2023)
• America’s Best Startup Employers by Forbes (2020-2022)
• Inc. Fastest Growing Companies (2021)

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.

Human Interest does not accept unsolicited resumes from any source other than directly from candidates.

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