401(k) Implementation Specialist

Summary

Join Human Interest's onboarding team and support the setup and launch of new clients' 401(k) plans. You will work directly with clients, ranging from small businesses to large corporations, guiding them through the process. Responsibilities include communicating with clients, educating them on retirement plan choices, collaborating with internal teams, and driving process improvements. The ideal candidate possesses 3+ years of customer onboarding experience in a SaaS environment or retirement industry, knowledge of 401(k) plans, and excellent communication and organizational skills. A bachelor's degree or equivalent experience is required. Human Interest offers a competitive compensation package, including a robust benefits suite and opportunities for professional growth.

Requirements

• 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

Responsibilities

• 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

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie