Retirement Sales Activation Specialist, CG/Conversion

Human Interest Inc.; Northern (KY); A distancia; USD 70.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan with employer match

Health benefits

Paid time off

Remote work

Wellness resources

Descripción de la vacante

Human Interest is hiring for an onboarding-focused role to launch new clients’ 401(k) plans. You will stay on the front lines with customers, ensuring onboarding stays on track while keeping clients engaged and satisfied.

The role emphasizes process discipline and people skills to handle 40–50 new customers monthly. Ideal candidates bring retirement plan design knowledge, at least 3 years in onboarding, and a passion for helping businesses provide retirement options to their employees.

Formación

• 3+ years of customer onboarding experience in SaaS or retirement industry.
• Experience with retirement plan design, particularly 401(k).
• Strong communication and organizational abilities.

Responsabilidades

• Communicate with customers to identify needs and help establish 401(k) plans.
• Educate and guide customers on plan options for employees.
• Coordinate with sales and account management to meet customer needs.
• Drive onboarding processes with internal/external stakeholders to keep customers engaged.

Conocimientos

Customer onboarding

Communication

Organization

Descripción del empleo

United States, Remote

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 more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, 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 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 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
• 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. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $70,000 - $75,000 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. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. This position will also offer a variable target of $35,000. 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
• 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
• 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 (2023-2025)
• 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.

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].

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Human Interest’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.