[Remote] Director of Retirement Sales Activation at Human Interest

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Results-driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
Demonstrated success working with high volume metrics
Demonstrated success meeting or exceeding monthly quotas
Experience in SaaS and ability to work in a fast-paced tech environment
Excellent written, oral, presentation, and interpersonal communication

Responsibilities

Work closely with the Sales Activation Managers (SAM) 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

Skills

Key technologies and capabilities for this role

Sales ActivationOnboarding ProcessesProcess OptimizationAutomationTeam LeadershipMetrics AnalysisData-Driven Decision MakingCross-Functional CollaborationCustomer Experience401(k) Implementation

Questions & Answers

Common questions about this position

What is the salary or compensation for the Director of Retirement Sales Activation role?

This information is not specified in the job description.

Is this role remote or does it require office work?

This information is not specified in the job description.

What key skills are required for this position?

The role requires a data-driven mindset, cross-functional collaboration skills, and a passion for continuous improvement. Leadership experience to manage high-performing teams and expertise in optimizing processes and driving automation are essential.

What is the company culture like at Human Interest?

Human Interest fosters a fast-paced, high-growth environment focused on innovation, scalability, and delivering exceptional client outcomes through metrics-driven leadership and continuous improvement.

What makes a strong candidate for this Director role?

Strong candidates will have experience leading teams to improve onboarding processes, a track record of driving operational efficiency and automation, and the ability to collaborate cross-functionally in a high-growth setting.

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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