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Retirement Sales Activation Specialist

Human Interest · United States, Remote · Remote

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About Human Interest

We listened and built what employers actually need - a new standard for retirement. That's why we launch 1 in 3 new 401(k) plans, the most of any provider. Backed by SoftBank VF and Y Combinator.

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.

What they're looking for

  • Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
  • 3+ years of customer implementation or sales 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
More about this role

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.

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...

Read the full posting on Human Interest's site ↗

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