Sales Development Representative

Human Interest; Lindon (UT); On-site; USD 43,000 - 72,000; Full time

Benefits offered by this job

401(k) plan match with immediate vest.

Health plans (medical, dental, vision)

Work-from-home stipend

Parental leave

Team events & offsites

Job summary

Human Interest is seeking an SDR in Lindon, Utah to be the first point of contact for SMB prospects. You will identify, educate, and qualify leads, guiding them toward our modern 401(k) solution and expanding our customer base.

In this role, you will collaborate closely with the sales and marketing teams, maintain CRM records, and continuously refine strategies to drive growth in a fast-paced fintech environment.

Qualifications

• Experience in sales, business development, or customer-facing roles (B2B preferred).
• Excellent verbal and written communication skills.
• Ability to build rapport with business owners and decision-makers.
• Familiarity with CRM tools (Salesforce, Outreach or similar).
• Experience in FinTech, SaaS, or SMB solutions is a plus.

Responsibilities

• Identify and research potential small business customers via cold calling, email, social media, and networking events.
• Qualify leads based on predefined criteria to ensure market fit.
• Educate prospects on the benefits of 401(k) for SMBs.
• Manage and prioritize high volumes of leads in CRM; maintain timely follow-up.
• Collaborate with sales, marketing, growth, and revenue teams to optimize lead generation.

Skills

Sales experience

CRM experience

Communication skills

B2B experience

Interpersonal skills

Growth mindset

Team collaboration

Fintech/SaaS experience

Salesforce/Outreach experience

Tools

Salesforce

Outreach

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 Sales Development Representative (SDR), you will be the first point of contact for potential customers, playing a crucial role in generating new business opportunities. You'll leverage your exceptional communication skills and industry knowledge to engage with small businesses, understand their challenges, and effectively communicate how the benefits of 401(k) for small businesses. This role offers an exciting opportunity to contribute to our mission to solve the retirement crisis that the US currently faces and help drive the overall growth of our company.

What you get to do every day

• Prospect Identification - Identify and research potential small business customers through various channels, including cold calling, email outreach, social media, and networking events.
• Qualification - Engage with prospects to understand their business needs, challenges, and goals. Qualify leads based on predetermined criteria to ensure alignment with our target market.
• Educate - Articulate the value proposition of our modern 401(k) solution to potential customers, highlighting how it can help business owners achieve their business objectives as well as help their employees save for retirement.
• Pipeline Management - Manage and prioritize a high volume of leads effectively using CRM software. Track lead interactions, update lead status, and ensure timely follow-up to move prospects through the sales funnel.
• Collaboration - Work closely with the sales team to hand off qualified leads and provide them with comprehensive information to facilitate the sales process. Share ‘tribal knowledge’ with peers and collaborate cross-functionally with marketing, growth, and revenue teams to optimize lead generation strategies.
• Continuous Learning - Stay updated on industry trends, competitor offerings, and market dynamics affecting small businesses. Continuously refine sales techniques and product knowledge to enhance effectiveness in engaging with prospects.

What you bring to the role

• Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment.
• Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and persuasively.
• Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process
• A growth mindset and a desire to your career in sales
• Self-motivated with a results-driven mindset and the ability to thrive in a fast-paced, target-driven environment.
• Passion for small businesses and a genuine desire to help them succeed.
• Experience using Salesforce.com, Outreach, and/or other Client Relationship Management (CRM)
• Prior Financial Services, Fintech, and/or SaaS experience

Nice to have:

• 1+ year of experience in a corporate environment
• Previous 401K, Payroll or HCM experience

Where you’ll work:

• Our office in Lindon, Utah
• In our office, 4 days per week, Monday-Thursday. Flexibility to work remotely on Friday.

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 US. The base salary for this position spans $20.50 - $21.64 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
• 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)

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. 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].

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.

Affordable, full-service 401(k) plans for SMBs.

Human Interest provides affordable, zero-transaction fee 401(k) plans, empowering small and medium-sized businesses to effortlessly support employee retirement savings and investment initiatives.