Retirement Sales Activation Specialist - Human Interest

About Human Interest

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. We are a high-growth fintech company making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

About the Role

As a Retirement Sales Activation Specialist, you will be a key member of the onboarding team, responsible for the setup and launch of new clients' 401(k) plans. You will work directly with a diverse range of companies, guiding them through the process of establishing their retirement plans. Your role will involve owning the sales activation process, ensuring client engagement, and meeting key performance metrics.

This role requires a process-driven and people-focused individual who is organized, friendly, and flexible. You will be accountable for hitting monthly targets, identifying and escalating operational blockers, and delivering an exceptional customer experience in a fast-paced environment.

What you'll do:

• Communicate extensively with customers to identify needs and assist in establishing 401(k) plans.
• Educate, guide, and inform new customers about retirement savings options for their employees.
• Meet monthly activation targets by managing client pipelines, timelines, and handling objections.
• Follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with internal teams and leadership to resolve escalations and improve the sales activation experience.
• Collaborate with sales and account management to ensure customer needs are met.
• Drive processes forward, managing stakeholders to keep customers engaged and on track.
• Identify areas for process improvement to support team scaling.

What you bring:

• Knowledge and experience with retirement plan design, particularly 401(k) plans.
• 3+ years of customer implementation or sales experience in a SaaS environment or the retirement industry.
• Excellent interpersonal skills with the ability to communicate complex concepts fluidly.
• High energy and passion for onboarding a high volume of customers.
• Strong work ethic and proactive follow-up skills.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines.
• Bachelor’s degree or equivalent experience.

Why Human Interest?

Human Interest is tackling a significant challenge in the US by closing the retirement gap. You will play a crucial role in scaling solutions that bring financial security to employees nationwide. We offer a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team.

Our Operating Principles:

• Customer obsession: Creating amazing customer experiences.
• Long-Term Orientation: Building a legacy and thinking strategically.
• Autonomous and Accountable Teams: Empowering ownership and decision-making.
• An Escalating Bar for Talent and Performance: Continuous growth and improvement.
• Fundamental Optimism: Believing in positivity and potential.

Compensation & Benefits

• Base Salary: $63,000 - $65,000 annually, based on location, skills, and experience.
• Variable Target: $30,000 annually.
• 401(k) Plan: Employer match up to 4% (immediately vested) with $0 plan fees.
• Health Insurance: Top-tier medical, dental, and vision plans.
• Time Off: Competitive time off and parental leave.
• Additional Wealth: Unlimited access to financial wellness tools and professionals.
• Mental Health Support: Lyra for enhanced support.
• Fertility Benefits: Carrot for family forming.
• Student Loan Resource: Candidly for planning, borrowing, and repayment.
• Stipends: Monthly work-from-home and quarterly lifestyle stipends.
• Team Building: Engaging virtual and in-person events.

Human Interest is an equal opportunity employer committed to accessibility throughout the application process. Please contact applicantaccommodations@humaninterest.com for accommodations. Be aware of potential fraud; all legitimate communication will come from a @humaninterest.com email address.