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Human Interest is a high-growth fintech company on a mission to make retirement benefits accessible to small and medium-sized businesses across the United States. Backed by major investors including BlackRock, SoftBank, and TPG, the company has raised approximately $500 million to date and is transforming the retirement industry by enabling SMBs to offer employees affordable retirement savings plans.
As a Client Relationship Manager I, you will serve as the primary point of contact for assigned plan sponsor accounts, owning the complete customer experience from onboarding through ongoing support. You'll be responsible for ensuring customer satisfaction by combining responsive problem-solving with proactive outreach to anticipate and address needs before they escalate.
Key responsibilities include: acting as the single point of contact for plan sponsors; providing expert customer service and issue resolution; communicating plan features and regulatory requirements clearly; coordinating cross-functionally with implementation, sales, and support teams to deliver compliant valuation reports, participant statements, and trust accounting; serving as the escalation point for plan participants; assisting with plan design, document support, and IRS/DOL compliance; maintaining current knowledge of ERISA legislation; performing annual plan testing (ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 402(g)); reviewing Form 5500 filings; and supporting plan audits and regulatory examinations.
You'll bring 3-5+ years of A-Z plan administration experience, strong problem-solving and troubleshooting skills with meticulous attention to detail, and the ability to communicate with confidence, professionalism, and empathy. You thrive in high-stress situations, work autonomously with initiative, and embrace change in a fast-growing startup environment. Experience with FT William and/or ASC software systems is a bonus.
This role offers the opportunity to make a meaningful impact on financial security for working Americans while advancing your career with a mission-driven, well-funded team.
