Fast Track 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 As a Fast Track Specialist, you will be responsible for setting up 401(k) plans, enabling the payroll integration and overseeing the client’s first 401(k) contribution. This critical role involves ensuring the integration is working properly and overseeing the client’s first 401(k) contribution. You’re the right fit for this role if you are comfortable with figuring things out as you go, default to action, and adapt to additional responsibilities, which may span across communicating with stakeholders and managing shared inboxes. You'll work closely with Sales Activation, Payroll Partners, Product and Operations teams ensuring the 401(k) Plan is set up, the integration is working and the client is engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. What you get to do every day Communicate with our customers to identify their needs and help them establish their 401(k) plans Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement. Work cross-functionally within our organization (specifically with sales and account management) 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 Be the main point of contact for clients, responsible for helping them establish technical integrations with 500+ payroll providers Develop an in-depth understanding of payroll provider systems and interrogate incoming payroll data for accuracy and completeness Use problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, Human Interest, and the payroll partner Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our clients and millions of dollars in assets under management Assist in drafting procedures detailing the flow of payroll-related information, while demonstrating an understanding of SEC, DOL, and IRS regulations that impact our business Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions Independently guide clients through data analysis and assist with their data transmission efforts Communicate professionally to both internal and external clients while focusing on needs-driven solutions Identify areas for process improvement and assist in leading projects which may broadly impact our business What you will accomplish 3+ years in a role that demonstrates troubleshooting and problem-solving skills At least 1 year of customer service experience and strong verbal and written communication skills A strong work ethic and proven ability to work independently and manage a project plan A passion for process improvement and a demonstrated ability to lead change effectively Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry A desire for learning new progr ... (truncated, view full listing at source)