Implementation Engineer
Bankjoy95,000 - 110,000 USD/year
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, Fintech, Retirement PlanningIndustries
Requirements
Candidates should possess knowledge and experience with retirement plan design, particularly in 401(k) plans, and 3+ years of customer onboarding experience in a SaaS environment or retirement industry. A Bachelor’s degree or equivalent experience is required.
Responsibilities
The 401(k) Implementation Specialist will communicate extensively with customers to identify their needs and help them establish their 401(k) plans, educate and guide newly signed customers about their choices, work cross-functionally with sales and account management to meet customer needs, drive processes forward by managing internal and external stakeholders, and identify potential areas for process improvement to help the team scale.
Skills
Client onboarding
Customer communication
Organization
Process management
People skills
Flexibility
Human Interest
Simplifies retirement savings plans for businesses
About Human Interest
Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.
Key Metrics
San Francisco, CaliforniaHeadquarters
2015Year Founded
$561.2MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees