Retirement Sales Activation Coordinator

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) PST time zone preferred 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. Document ... (truncated, view full listing at source)