Retirement Sales Activation Specialist, CG/Conversion

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