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Salary: USD 63,000 - 65,000 / annual
Human Interest is a high-growth fintech company on a mission to make retirement benefits accessible and affordable for small and medium-sized businesses. The company has raised approximately $500 million from top investors including BlackRock, TPG, SoftBank, and others.
As a Retirement Sales Activation Specialist on the onboarding team, you will be responsible for supporting the setup and launch of new clients' 401(k) plans. You'll work directly with a diverse range of companies—from local plumbers to nationwide robotics firms—helping them establish and launch their retirement plans. Your primary focus will be keeping the sales activation process on track while ensuring customers remain engaged and satisfied.
Key responsibilities include:
- Communicating extensively with customers to identify their needs and help establish 401(k) plans
- Educating and guiding newly signed customers about retirement savings options for their employees
- Meeting monthly activation targets (40-50+ customers per month) by managing client pipelines, timelines, and objection handling
- Following onboarding workflows to increase velocity and remove bottlenecks
- Partnering cross-functionally with sales, account management, and leadership to resolve escalations
- Driving process improvements to help the team scale
- Managing internal and external stakeholders to keep customers engaged and on track
You will be accountable for hitting key performance metrics and identifying operational blockers. The role demands a process-driven, people-focused approach with strong organizational skills and the ability to juggle multiple tasks with varying deadlines.
Requirements:
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- Knowledge and experience with retirement plan design, particularly 401(k) plans
- Strong interpersonal skills; ability to communicate complex concepts clearly
- High energy and passion for velocity; excitement about onboarding 40-50+ customers monthly
- Excellent organizational skills and ability to manage multiple stakeholders
- Strong work ethic with proactive follow-up capabilities
- Bachelor's degree or equivalent experience
