Dedicated Sales Activation Specialist

Human Interest; United States; On-site; USD 67,000 - 70,000; Full time

Benefits offered by this job

401(k) match

Health plans

Parental leave

Flexible stipends

Job summary

Human Interest is seeking a Dedicated Sales Activation Specialist to support setup and launch of new clients' 401(k) plans. You will work with white-label partners, stay on-track with activation pipelines, and ensure a high-quality customer experience.

You will meet monthly targets, educate customers on plan options, and collaborate across sales, operations, and account management to streamline onboarding in a fast-paced fintech environment.

Qualifications

• Knowledge and experience with retirement plan design, especially 401(k) plans.
• 3+ years of customer implementation or sales experience in SaaS or retirement industry.
• A people person who enjoys client interaction and can explain complex concepts.
• Velocity-minded, capable of onboarding 40-50+ customers per month.
• Strong work ethic with proactive follow-ups and task ownership.
• Excellent organizational skills to juggle multiple tasks and deadlines.
• Desire to learn new programs, systems, and retirement product knowledge.
• Focus on quality and client satisfaction.
• Ability to adapt to various client systems and troubleshoot software issues.

Responsibilities

• Communicate extensively with customers to identify needs and set up 401(k) plans.
• Educate and guide customers about plan choices to help employees save for retirement.
• Meet monthly activation targets by managing client pipelines and timelines.
• Follow onboarding workflows to increase velocity and drive operational excellence.
• Partner with internal teams to resolve escalations and improve the activation experience.
• Collaborate with sales and account management to meet customer needs.
• Drive processes forward, coordinating internal and external stakeholders.
• Communicate professionally with clients, focusing on needs-driven solutions.
• Identify areas for process improvement to help the team scale.

Skills

Communication

Customer onboarding

Cross-functional collaboration

SaaS experience

Meeting targets

Organizational skills

G-Suite

Education

Bachelor's degree or equivalent experience

Tools

G-Suite

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 Dedicated Sales Activation Specialist, you will support the setup and launch of our new clients 401(k) plans while representing our White Label partners. This joint effort means you'll be on the front lines with our new clients/partners, 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 sales activation process on-track while ensuring that customers and partners are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. You will be accountable for hitting key performance metrics, identifying and escalating operational blockers to consistently launch a high volume of plans while delivering an exceptional customer experience. If you are energized by helping business owners meet their goals, being challenged with monthly targets, and fast-changing environments, this is the opportunity for you. We move at 24,791 mph - you should be ready to lead at speed.

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
• Meet monthly activation targets by closely working client pipelines, managing client timelines, objection handling to keep clients in the flow and ensuring adherence to process and talk tracks.
• Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience.
• 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
• Communicate professionally to both internal and external clients while focusing on needs-driven solutions
• 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 implementation or sales experience in a SaaS environment or retirement industry
• 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, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
• A desire for learning new programs, systems, and expanding your knowledge about the retirement industry and our product
• A strong focus on quality
• Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise
• Strong PC skills, including experience working with G-Suite products
• Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise
• Bachelor’s degree or equivalent experience

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 $67,000 - $70,000 and represents the minimum in our lowest geographic region to a maximum in 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. This position will also offer a variable target of $15,000. 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.

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

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• 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. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [e-mail].

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