Insights & Planning Specialist

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 Insights Planning team is crucial to our success, serving as the engine that maximizes the efficiency and effectiveness of our customer-facing teams. Through the resolution of complex issues, we accelerate sales outcomes, making them more sustainable. In this role, you will be key in unblocking issues and helping internal teams establish more effective processes. What you get to do every day Be part of a dynamic and growing team that will help you level up your skills. Drive resolution of complex internal issues by expertly managing and resolving SFDC cases. Establish and maintain comprehensive documentation of all team processes to ensure rigorous standardization and consistency in handling. Work with business partners to identify key process issues, how to improve them, and establish perpetual tracking methods. What you bring to the role Minimum 1+ years of experience working in a queue-based customer service environment. Experience with SFDC especially in case handling. Proactive and professional communication in all settings Ability to connect the dots between process and business impact Comfortable working with multiple stakeholders to resolve and issue Expertise with developing and maintaining complex processes. Passion for learning and growing analytical and process improvement skillset Flexibility in being able to quickly pivot between tasks when necessary 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 helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self! An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of p ... (truncated, view full listing at source)