Human Interest
fintech
RetirementSalesActivationSpecialist
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“Retirement Sales Activation Specialist at Human Interest. Skills: Sales activation, Customer implementation, Retirement plan design. Support the setup and launch of new clients' 401(k) plans. Communicate extensively with customers to identify needs”
What You'll Achieve.
Hit key performance metrics; Consistently launch a high volume of plans; Deliver an exceptional customer experience; Meet monthly activation targets; Increase velocity; Remove bottlenecks; Drive operational excellence
Industry & Context.
What They're Looking For.
Must Have
3+ years of customer implementation or sales experience in a SaaS environment or retirement industry, Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
What You'll Do.
Support the setup and launch of new clients' 401(k) plans
Communicate extensively with customers to identify needs
Help customers establish their 401(k) plans
and inform customers about choices
Meet monthly activation targets
Manage client timelines
Follow onboarding workflows
Resolve customer escalations
Drive processes forward
Manage internal and external stakeholders
Identify process improvement areas
How You'll Work.
Team & Collaboration
Partner cross-functionally with internal teams and Leadership; Work cross-functionally within our organization (specifically with sales and account management)
Communication Scope
Communicate difficult concepts fluidly
Process & Methodology
Manage client timelines, Drive processes forward
Full 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 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 sales activation process on-track while ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. You will be accountable for hitting key performance metrics, identifying and escalating operational blockers to consistently launch a high volume of plans while delivering an exceptional customer experience. If you are energized by helping business owners meet their goals, being challenged with monthly targets, and fast-changing environments, this is the opportunity for you. We move at 24,791 mph - you should be ready to lead at speed. 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 th
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