Dedicated Sales Activation Specialist - Human Interest

About the role

As a Dedicated Sales Activation Specialist at Human Interest, you will support the setup and launch of our new clients' 401(k) plans while representing our White Label partners. This joint effort means you'll be on the front lines with our new clients and partners, 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 sales activation process on-track while ensuring that customers and partners are engaged and happy.

You will be accountable for hitting key performance metrics, identifying and escalating operational blockers to consistently launch a high volume of plans while delivering an exceptional customer experience.

What you get to do every day

• 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
• Meet monthly activation targets by closely working client pipelines, managing client timelines, and handling objections to keep clients in the flow
• Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence
• Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience
• 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

What you bring to the role

• Knowledge and experience with retirement plan design, particularly in 401(k) plans
• 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
• Excellent communication skills with the ability to explain complex concepts fluidly
• Energy, passion, and excitement for onboarding 40-50+ customers a month
• Strong work ethic and exceptional organizational skills to manage multiple tasks and varying deadlines
• Strong PC skills, including experience working with G-Suite products
• Bachelor’s degree or equivalent experience

Compensation & Benefits

• Base Salary: $67,000 - $70,000 (depending on geographic location)
• Variable Target: $15,000
• 401(k): Dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health, dental, and vision plans
• Competitive time off and parental leave
• Financial wellness tools (Addition Wealth, student loan support)
• Mental health support (Lyra) and fertility healthcare (Carrot)
• Monthly work-from-home stipend and quarterly lifestyle stipend