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Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Social Security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future 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.

Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right:

In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly.  As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You'll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change. 

What you get to do every day

  • Support a successful implementation by collecting company and bank information from new clients
  • Proactively reach out to clients to book the set-up call
  • Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
  • Work cross-functionally within our organization (specifically with operations and sales) 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
  • Other duties as assigned

What you bring to the role 

  • 3+ years of experience in a client-facing role in the financial or retirement industry preferred - i.e. account management, onboarding, sales 
  • Working knowledge of the 401(k) product. Experience within 401(k) Implementation is a bonus
  • You thrive being a part of a team
  • A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Experience working in a fast-paced, high growth software company where change is a constant
  • Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
  • Ability to manage a queue of plans of your own and also be a contributing member of the implementation core team

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

About Human Interest

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Human Interest is seeking to build a best-in-class product to help small businesses give their employees a path to financial independence. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a 2021 Top Company by Y Combinator, we’re looking for incredible talent to help us achieve our mission: ensuring people in all lines of work have access to retirement benefits. Human Interest has raised $305M and is backed by leading investors that include TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Inclusive collaboration makes us a better business

We deliberately build processes to create a workplace where all are welcome and accepted. We're proactive and purposeful in prioritizing diversity and inclusion internally not only because it's the right thing to do, but also because we believe it's the only way to effectively create products and services that can be truly helpful to all people.

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.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

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 for employment qualified applicants with arrest and conviction records.

https://humaninterest.com/disclosures

We comply with CCPA guidelines.

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