Director, Relationship Management

Human Interest; Lindon (UT); On-site; USD 175,000 - 180,000; Full time

Benefits offered by this job

401(k) plan with employer match

Top health, dental, and vision plans

Unlimited access to financial tools

Job summary

Human Interest is seeking a Director of Account Management to drive client retention through strategic team leadership. The role emphasizes data-driven decision-making and implementing scalable processes to enhance client success in a SaaS environment.

The ideal candidate will have over 5 years' experience leading customer-facing teams, a proven track record in customer satisfaction, and the ability to develop strategic account management frameworks. This position offers a competitive salary and extensive benefits.

Qualifications

• 5+ years of experience leading customer-facing teams.
• Proven track record in a SaaS or technology environment.
• Experience building high-performing teams during growth.

Responsibilities

• Direct a high‑performing account management team.
• Develop and implement strategic account management frameworks.
• Create scalable processes for upsell opportunities.

Skills

Customer retention and satisfaction

Team leadership

Strategic planning

Communication skills

Data-driven decision-making

Tools

Salesforce or similar CRM platforms

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, often because they are employed by a company that does not offer a retirement plan. We are changing that by making it affordable and accessible for small and medium‑size businesses to offer employees a path to financial independence through retirement savings.

About The Role

The Director of Account Management has a strategic focus on long‑term growth and client success. Key responsibilities include developing and implementing strategic account management frameworks, creating scalable processes for upselling, and fostering cross‑functional collaboration. The role emphasizes a data‑driven approach to client management, using insights to predict churn and optimize client health. The Director will also evolve the account management function as the company grows, highlighting the importance of strategic planning and adaptability.

About The Team

The Account Management team sits at the intersection of customer success, product adoption, and revenue growth. As the voice of our clients internally and the face of our company externally, they help employers and employees maximize the benefits of our 401(k) solutions while driving retention and expansion. As we scale, we need a strategic leader who can maintain our high‑touch service model while implementing systems and processes needed to support ambitious growth goals.

What You Get To Do Every Day

• Direct a high‑performing account management team that drives client retention and expansion
• Develop and implement strategic account management frameworks with clear KPIs and playbooks for different client segments
• Create scalable processes to identify upsell opportunities while maintaining exceptional client experiences
• Partner cross‑functionally with Product, Operations, and Sales to ensure seamless client journeys
• Implement data‑driven approaches to track client health, predict churn, and develop proactive intervention strategies
• Oversee quarterly business reviews with key clients to strengthen relationships and demonstrate ROI
• Drive the evolution of our account management function as the company scales
• Serve as an escalation point for complex client issues requiring executive attention

What you bring to the role

• 5+ years of experience leading customer‑facing teams such as account management, customer success, or sales
• Proven track record of driving customer retention and satisfaction in a SaaS or technology environment
• Experience building and scaling high‑performing teams through periods of rapid growth
• Strong ability to develop strategic account plans and processes that drive measurable results
• Experience implementing systems and tools to track customer health and team performance
• Exceptional communication and relationship‑building skills with both clients and internal stakeholders
• Data‑driven approach to decision‑making and performance management

Nice to have

• Experience with retirement plans, 401(k) administration, or benefits management
• Familiarity with financial regulations in the retirement industry
• Track record of implementing effective customer health scoring models
• Experience scaling a customer success function from startup to growth stage
• Background in consultative selling or solution‑based account management
• Proficiency with Salesforce or similar CRM platforms
• Proven ability to influence product roadmap based on customer feedback
• Experience managing both remote and in‑office teams

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges – closing the retirement gap. You will be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium‑size 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.

Operating Principles

• Customer obsession – we put their needs first and go the extra mile to create amazing experiences.
• Long‑term orientation – we think big, plan strategically, and invest in our future.
• Autonomous and accountable teams – we trust our members to take ownership and make smart decisions.
• An escalating bar for talent and performance – we constantly raise the bar and challenge ourselves to be better.
• Fundamental optimism – we see the glass as half full and seek more amazing ideas.

Compensation

The base salary for this position ranges from $175,000 to $180,000 annually, depending on location and relevant experience. Additional compensation may include bonuses, commissions, and equity. All employees enjoy a robust suite of physical, financial, and mental wellness benefits. We do not inquire about salary history or criminal history prior to a conditional offer of employment.

Benefits

• 401(k) plan with dollar‑for‑dollar employer match up to 4% of compensation (immediately vested) and no plan fees
• Top‑of‑the‑line health, dental, and vision plans
• Competitive time off and parental leave
• Unlimited access to digital financial tools, professionals, and a knowledge center to support equity and financial wellness
• Lyra: enhanced mental health support for employees and dependents
• Carrot: fertility healthcare and family‑forming benefits
• Candidly: student loan resources to help plan, borrow, and repay debt
• Monthly work‑from‑home stipend; quarterly lifestyle stipend
• Engaging team‑building experiences promoting collaboration and camaraderie

We’re a great place to work

• 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)
• Top Company by Y Combinator (2020‑2023)
• Inc. Fastest Growing Companies (2021)

Equal Opportunity

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.