Customer Onboarding Specialist, Human Interest
$63-65k
This position will also offer a variable target of $30,000
Full-service 401(k) plans for SMBs
Job no longer available
Full-service 401(k) plans for SMBs
501-1000 employees
Job no longer available
$63-65k
This position will also offer a variable target of $30,000
501-1000 employees
Company mission
Human Interest's mission is to ensure that people in all lines of work have access to retirement benefits.
Role
Who you are
- Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
- 3+ years of customer onboarding experience in a SaaS environment or retirement industry
- A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
- Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
- A strong work ethic, proactively following up with our customers and keeping them on track
- Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
- Bachelor’s degree or equivalent experience
What the job involves
- As a member of the onboarding team, you will support the setup and launch of our new clients' 401(k) plans here at Human Interest
- You'll be on the front lines with our new clients, working with a wide variety of companies (anything from the local plumber to the nationwide robotics firm), helping them set up and launch their new 401(k) plans
- You'll own keeping the onboarding process on-track while ensuring that customers are engaged and happy.
- Communicate extensively 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
Our take
Human Interest is a company offering 401(k) for small and medium-sized businesses (SMB). SMBs have historically been unable to afford benefits for employees, leaving around 40 million Americans without a retirement plan. Human Interest is helping to change this with its platform that has eliminated all 401(k) transaction fees.
The company has seen strong adoption from businesses that have not previously had retirement benefits, including construction, retail, and hospitality - making waves in its target market. Its successes so far have allowed Human Interest to sharpen its competitive edge against similar companies such as Guideline.
With a series of substantial funding rounds under its belt, the company is preparing the foundations for a stock market listing. An indicator of this is its hiring of fresh leaderhsip talent who have previously worked at tech firms that have undergone successful IPOs.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Jul 2024
$242m
LATE VC
Aug 2021
$200m
SERIES D
Total funding: $576.9m
Company benefits
- A great 401(k) plan: our own! 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 FTO (exempt) and PTO (non-exempt) policies
- HSA or FSA offering with an annual employer contribution
- An annual membership to One Medical Group, with membership fees paid by Human Interest
- 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
- Comprehensive training and professional development via Beacon U plus an annual education stipend
- Annual wellness stipend
Company HQ
Financial District, San Francisco, CA
Leadership
Roger Lee
(Board Director & Co-Founder)Co-founder and CEO at Comprehensive. Studied Applied Mathematics at Harvard. Also co-founded Sub Profile and Thunder.
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