Senior Manager, Customer Operations

Human Interest; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Human Interest is seeking a Senior Manager of Operations within Customer Success & Operations. You will lead a multi-team organization of Operations Managers responsible for accurate, compliant money movement flows for clients and participants.

You will translate strategy into actionable plans, drive continuous improvement, risk mitigation, and client-centric execution. You will mentor managers, scale high-volume transactions, and leverage data-driven insights to elevate customer experiences

Qualifications

• 4+ years of operational management experience in financial services, fintech, retirement services, or banking.
• 2+ years specifically managing other People Managers/Leaders.
• Deep understanding of money movement processes, transaction lifecycles, and risk controls in a regulated environment.
• Data-driven decision making using complex data reports and SLA metrics.
• Strong cross-functional influence with Product, Engineering, Legal, CS to align on goals.
• Experience designing end-to-end operational improvements and leading large teams through change.
• Excellent communication skills tailored for executive leadership.

Responsibilities

• Coach and develop leaders across multiple Operations Managers and establish high performance standards.
• Translate company strategy into departmental goals across money movement flows.
• Own high-level metrics for SLA adherence, quality, accuracy, and cycle times; use data to drive improvement.
• Partner with CS&0, Product, Data, Legal, and Sales to align priorities and operationalize changes.
• Maintain rigorous risk controls and a compliant, efficient transaction lifecycle.
• Lead root-cause analyses and implement long-term fixes to improve customer experience and reduce escalations.
• Drive process optimization and automation to maintain a lean footprint while scaling operations.
• Lead change management with clear communication to executives and stakeholders.

Skills

People management

Operational management

Fintech knowledge

Data-driven decisions

Cross-functional

Process improvement

Communication

Education

Bachelor's degree

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 Senior Manager of Operations within Customer Success & Operations, you will lead a multi-team organization of Operations Managers responsible for the accurate, compliant, and timely execution of multiple money movement flows on behalf of our clients and their participants. Reporting directly to the Senior Director of Operations, you will translate high-level organizational strategy into actionable operational plans, driving a culture of continuous improvement, strict risk mitigation, and client-centric execution.

In this role, you will serve as a critical strategic link between frontline operations and cross-functional leadership—including Product, Engineering, Data, Legal, and Sales/Onboarding. You will mentor and develop direct-report managers, scale high-volume transaction operations, and leverage data-driven insights to elevate customer experiences while maintaining a lean operational footprint.

About The Team

The CS Operations organization sits at the heart of Human Interest's mission to make retirement savings accessible. Our teams ensure high-value financial transactions for thousands of participants every day are handled seamlessly—ensuring every dollar lands in the right place, on time, and in full compliance with regulatory requirements. We operate in a highly regulated environment where errors carry real and substantial financial risk, so precision is non-negotiable. We maintain data integrity through rigorous review, quality control, and escalation protocols, and we collaborate closely with Customer Success, Engineering, Product, and Compliance to optimize workflows, surface operational insights, and continuously improve the customer experience. We partner tightly with peer teams across Operations to share best practices, understand shared challenges, and strengthen Operations as a whole.

What You Get To Do Every Day

• Coach & Develop Leaders: Directly manage, mentor, and build leadership bench strength across multiple Operations Managers. Establish high performance standards, hold leaders accountable to ambitious KPIs, and cultivate a robust pipeline of future operational talent.
• Drive Vision & Strategic Alignment: Translate company strategy into departmental goals across multiple money movement flows. Maintain a broad business perspective, ensuring team priorities align directly with company objectives and broader operational effectiveness.
• Operational Excellence & Performance Monitoring: Own high-level metrics for SLA adherence, quality, accuracy, and cycle times. Utilize data, capacity modeling, and optimization reports to continuously elevate throughput and set ambitious goals across teams.
• Cross-Functional Strategic Partnership: Build collaborative relationships with leaders in CS&O, Product, Data, Legal, and Sales. Act as an operational translator, channeling frontline customer insights to shape product roadmaps while seamlessly operationalizing technical and regulatory changes.
• Risk Management & Control Environment: Maintain a rigorous control environment across all transaction lifecycles. Proactively identify, assess, and mitigate operational risks to prevent financial loss and ensure full compliance in a highly regulated landscape.
• Client Experience & Root Cause Analysis: Foster a client-first mindset that looks beyond vanity metrics to evaluate true customer experience. Lead deep-dive root cause analyses on operational trends and complex escalations to implement long-term structural fixes.
• Process Optimization & Innovation: Drive a culture of innovation by identifying and scaling opportunities for workflow automation, process standardization, and system enhancements to maintain a lean operational footprint.
• Change Leadership & Transparent Communication: Lead teams through change with clarity and empathy. Maintain clear, concise, and solution-oriented reporting cadences with executive leadership and internal stakeholders.
• Other duties as assigned.

What you bring to the role

• Experience: 4+ years of operational management experience in financial services, fintech, retirement services (401k), or banking, with 2+ years specifically managing other People Managers/Leaders.
• Domain Expertise: Deep understanding of money movement processes, transaction lifecycles, and risk controls within a regulated environment.
• Leadership Development: Proven track record of developing direct-report managers, setting clear expectations, managing performance, and building high-performing operational teams.
• Data-Driven Decision Making: Demonstrated ability to leverage complex data reports, staffing models, and SLA metrics to drive strategy and prioritize trade-offs.
• Cross-Functional Influence: Exceptional ability to partner with cross-functional leadership (Product, Engineering, Legal, CS) to align on shared goals and advocate for operational priorities.
• Change & Process Management: Experience designing end-to-end operational improvements, scaling processes, and leading large teams through organizational change.
• Communication & Integrity: High ethical standards with outstanding written and verbal communication skills tailored for executive leadership.

Nice to have

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• Direct experience with 401(k) recordkeeping systems, payroll integrations, or complex financial reconciliations.
• Formal certification in process improvement methodologies (Lean, Six Sigma) or continuous improvement frameworks.
• Experience in high-growth, fast-paced fintech environments.

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.