Human Interest

401k Sales Activation Coordinator

United States

Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Retirement ServicesIndustries

About Human Interest

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. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that 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 changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the Role

The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You'll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change.

What You Get to Do Every Day

  • Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership
  • Proactively reach out to clients to book the account set-up call
  • Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
  • Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met
  • Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
  • Identify potential areas for process improvement to help the team scale
  • Confirm billing information for new clients
  • Other duties as assigned

What You Bring to the Role

  • 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
  • Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus
  • You thrive being a part of a team.
  • A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Experience working in a fast-paced, high growth software company where change is a constant
  • Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
  • Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team
  • Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required)

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. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture he

Skills

Client Onboarding
Client Relationship Management
Process Management
Cross-functional Collaboration
Sales Support
Operations Support
Data Collection
Benefits Analysis
Customer Service

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.

San Francisco, CaliforniaHeadquarters
2015Year Founded
$561.2MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
Stock options for every employee
Generous PTO policy
HSA or FSA offering with an annual employer contribution
Short/Long-term disability and life insurance
Generous parental leave policy
Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
Monthly work from home stipend
Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.
Rapid expansion into Utah could strain resources and operational capacity.
Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.
The company provides end-to-end administration, including compliance and IRS paperwork handling.
Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.
Partnership with BlackRock enhances credibility and provides resources for market expansion.
Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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