Rapid 401(k) 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 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.