[Remote] Director of Retirement Sales Activation at Human Interest

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

5+ years of experience in sales, customer implementation, or related disciplines in a SaaS environment
Experience with SaaS and ability to work in a fast-paced tech environment
Demonstrated success working with high volume metrics
Experience in driving efficiency, scalability, and velocity within implementation processes
Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
Results-driven, confident, and dynamic leader with the ability to quickly make key decisions to adjust the organization to meet business needs
Experience in sales, customer implementation, or related disciplines
Excellent written, oral, presentation, and interpersonal communication skills
Ability to work closely with cross-functional teams, including Sales Activation Managers (SAMs), Product and Integration teams, Revenue Enablement, Revenue Leadership, Customer Support Operations, and other teams
Ability to identify trends and strategies that will improve the onboarding timeline and experience
Ability to lead a high-performing team and empower and support team members to exceed performance metrics
Experience in scaling teams and identifying opportunities to automate and streamline processes
Experience in implementing and managing large-scale projects with high-volume metrics
Experience in driving automation within the customer onboarding experience
Ability to practice radical candor and performance management skills to ensure alignment and growth of the organization

Responsibilities

Work closely with the Sales Activation Managers (SAMs) to identify trends and strategies that will improve the onboarding timeline and experience
Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates
Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
Strategize and innovate scalable processes to drive higher volume of launched plans
Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
Scale the team by identifying opportunities to automate and streamline the onboarding process
Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization
Lead a high-performing team and empower and support team members to exceed performance metrics
Identify opportunities to improve the onboarding experience and implement changes that will drive continual improvement
Collaborate with the Vice President of Sales Activation & ERISA to ensure alignment and growth of the organization
Develop and implement onboarding strategies that will drive efficiency, scalability, and velocity within implementation processes
Work closely with the Sales Activation team to identify and prioritize onboarding initiatives
Develop and maintain relationships with key stakeholders, including customers, partners, and investors

Skills

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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