Customer Onboarding Operations & Insights Analyst, Human Interest
$85-90k
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
$85-90k
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
- We’re looking for a fast, creative, forward-thinking professional with a strong background in managing multiple projects at once
- 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
- 3+ years of experience working in business operations or sales operations
- Excellent organizational, project, and time management skills. Can juggle multiple tasks with varying deadlines and stakeholders effectively
- Excellent verbal and written communication skills
- The ability to maintain standards for reliability and performance of production
- Strong problem-solving and analytical skills
- Critical/Logical Thinking
- Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
- Experience working with various collaborative systems such as Salesforce, Tableau, Google and Smartsheet
- A self-starting attitude and desire for learning new programs and systems and widening your knowledge base about the retirement industry and our product
- Experience working in a fast-paced, high-growth software company where change is a constant
What the job involves
- You'll work closely with sales, onboarding, and operations teams to manage various customer onboarding projects and initiatives
- Process-driven and people-focused - you are organized, friendly and flexible
- Evaluate existing onboarding processes to identify inefficiencies, develop comprehensive improvement plans, and execute changes to optimize workflows
- Analyze onboarding data and insights to identify trends, bottlenecks, and areas for process improvement, providing data-driven recommendations to stakeholders for informed decision-making
- Collaborate cross-functionally with various departments (including Sales, Customer Success, and Engineering) to build, improve, and optimize systems and tools utilized by the onboarding team
- Contribute to strategic initiatives aimed at boosting revenue growth, aligning with overall company objectives
- Create, and track all onboarding targets, ensuring alignment with organizational goals while providing regular updates on progress
- Work with Customer Onboarding teams to troubleshoot issues to ensure there are no delays in the onboarding process
- Ensure our product meets customer and partner expectations by executing quality assurance testing as needed
- Manage case and project load effectively, and follow up with internal stakeholders as required
- Monitor onboarding procedures & reporting, maintain problem logs, and report issues to managers and product developers
- Assist Onboarding Operations Manager by planning, tracking, documenting, and reporting quality levels, as well as coordinating any further functions relating to the operations of onboarding
- Assist in building out tools and tracking to help construct/change processes and procedures that enables the onboarding team to successfully monitor and manage workloads efficiently
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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