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Salary: USD 70,000 - 75,000 / annual
Human Interest is a high-growth fintech company on a mission to make retirement benefits accessible to small and medium-sized businesses. The company has raised over $700M and is backed by major investors including BlackRock, SoftBank, and TPG.
As a Retirement Sales Activation Specialist on the onboarding team, you will be the primary point of contact for newly signed 401(k) clients during their setup and launch phase. You'll work with diverse companies—from local plumbers to nationwide firms—guiding them through plan establishment and ensuring smooth implementation.
Key responsibilities include:
- Communicating extensively with customers to identify their needs and help establish 401(k) plans
- Educating and guiding newly signed customers on retirement savings options and plan design choices
- Working cross-functionally with sales and account management teams to meet customer needs
- Managing internal and external stakeholders to keep customers engaged, happy, and on-track
- Driving process improvements to help the team scale efficiently
- Managing high velocity: onboarding 40-50+ customers per month
You'll be process-driven and people-focused, organized, friendly, and flexible. The role offers the opportunity to directly impact how Americans save for retirement while working in a collaborative, mission-driven environment.
Requirements:
- 3+ years of customer onboarding 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 to clients
- Excellent organizational skills; ability to juggle multiple tasks with varying deadlines and stakeholders
- Proactive work ethic with strong follow-up discipline
- Bachelor's degree or equivalent experience
- Energy and passion for high-velocity customer onboarding
