401(k) Implementation Specialist

Position Overview

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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, often because their employers don't offer a retirement plan. Human Interest is changing this 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 backed by investors including Marshall Wace, Baillie Gifford, BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, and Uncork.

As a member of the onboarding team, you will support the setup and launch of new clients' 401(k) plans. You'll be on the front lines, working with a wide variety of companies to help them set up and launch their new 401(k) plans. You will own keeping the onboarding process on-track while ensuring that customers are engaged and happy. This role requires someone who is process-driven, people-focused, organized, friendly, and flexible.

Responsibilities

• Communicate extensively with customers to identify their needs and help them establish their 401(k) plans.
• Educate, guide, and inform newly signed customers about the choices available to help their employees save for retirement.
• Work cross-functionally within the organization (specifically with sales and account management) to ensure customer needs are met.
• Drive processes forward, managing internal and external stakeholders to keep customers engaged, happy, and on-track.
• Identify potential areas for process improvement to help the team scale.

Requirements

• Knowledge and experience with retirement plan design, particularly in 401(k) plans.
• 3+ years of customer onboarding experience in a SaaS environment or the retirement industry.
• A "people person" who enjoys interacting with clients and can communicate difficult concepts fluidly.
• Energy and passion for onboarding a high volume of customers (40-50+ per month).
• Strong work ethic, proactively following up with customers and keeping them on track.
• Excellent organizational skills, with the ability to juggle multiple tasks with varying deadlines and stakeholders.
• Bachelor’s degree or equivalent experience.

Why You Will Love Working at Human Interest

Human Interest is tackling one of our country's biggest challenges – closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team and reflect Human Interest’s unique view on what’s important.