Onboarding Connections Specialist, Human Interest
Hourly pay rate of $28.85 - $30.77
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
Hourly pay rate of $28.85 - $30.77
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
- 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 programs, systems, and expanding your knowledge about the retirement industry and our product
- A strong focus on quality
- Strong PC skills, including experience working with G-Suite products
- Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise
What the job involves
- The Revenue Core team is responsible for all centralized functions within the revenue team, including marketing, operations, implementation planning, conversions and payroll integrations
- As Onboarding Connections Specialist, you will be responsible for overseeing the client’s first 401(k) contribution
- You’re the right fit for this role if you are passionate about customers, have grit, thrive on problem-solving, and default to action
- And finally, as we go 24,791 mph, you should be comfortable with change
- Be the main point of contact for clients, responsible for helping them establish technical integrations with 100+ 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
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 -including an impressive $50 million from Morgan Stanley - the company is preparing the foundations for a stock market listing. An indicator of this is its hiring of fresh leadership 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 9 rounds)
Jul 2024
$242m
LATE VC
Aug 2021
$200m
SERIES D
Total funding: $577.1m
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
(Co-Founder)Co-founder and CEO at Comprehensive. Studied Applied Mathematics at Harvard. Also co-founded Sub Profile and Thunder.
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