401k Sales Activation Coordinator

Summary

Join Human Interest, a high-growth fintech company revolutionizing the retirement industry, as a member of the Revenue Core Functions Team. You will play a crucial role in onboarding new clients, ensuring a smooth and engaging implementation process. This involves collecting necessary information, proactively contacting clients, conducting benefits analysis, and collaborating with various teams to meet customer needs. You will drive processes forward, identify areas for improvement, and confirm billing information. The ideal candidate possesses 3+ years of client-facing experience in the financial or retirement industry, a strong understanding of 401(k) products, and exceptional communication skills. Human Interest offers a robust benefits package, including a competitive salary, 401(k) matching, comprehensive health insurance, paid time off, and various wellness programs.

Responsibilities

• Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership
• Proactively reach out to clients to book the account set-up call
• Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
• Work cross-functionally within our organization (specifically with operations and sales) 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
• Confirm billing information for new clients
• Other duties as assigned

Preferred Qualifications

• 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
• Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus
• You thrive being a part of a team
• A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
• A strong work ethic, proactively following up with our customers and keeping them on track
• Experience working in a fast-paced, high growth software company where change is a constant
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team
• Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required)
• PST time zone preferred

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