Fast Track Specialist

United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement ServicesIndustries

Requirements

Candidates should have over 3 years of experience in a role demonstrating troubleshooting and problem-solving skills, with at least 1 year of customer service experience and strong verbal and written communication skills. A strong work ethic, ability to work independently and manage a project plan, passion for process improvement, and experience with retirement plans or payroll providers are also required. Strong PC skills, including G-Suite, and the ability to adapt to various client systems are necessary.

Responsibilities

The Fast Track Connections Specialist will oversee a client's first 401(k) contribution, communicating with customers to identify needs and educate them on retirement savings options. This role involves working cross-functionally with sales and account management, driving processes, and managing stakeholders to ensure customer satisfaction. Responsibilities include being the main point of contact for clients, establishing technical integrations with payroll providers, developing an understanding of payroll systems, interrogating payroll data, evaluating data discrepancies, and assisting in drafting procedures related to payroll information flow and regulatory compliance. The specialist will also investigate technology issues, identify root causes, implement solutions, guide clients through data analysis, and identify areas for process improvement.

Skills

Customer Communication

401(k) Plans

Retirement Savings

Sales

Account Management

Process Improvement

Technical Integration

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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