Retirement Sales Activation Coordinator

Human Interest

6d • $24 - $26

About The Position

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
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.

Requirements

• 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/ Onboarding 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 onboarding core team
• Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required)
• PST time zone preferred

Responsibilities

• Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership
• Proactively reach out to clients to book the account 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
• Confirm billing information for new clients
• Other duties as assigned

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed