Sales Support Specialist

Summary

Join Human Interest, a fast-growing tech company revolutionizing the retirement industry, as a Sales Service Specialist. You will play a critical role in supporting sales representatives and providing exceptional customer service. Daily tasks involve upselling customers, processing contracts, managing DocuSign agreements, and monitoring various systems. This role requires strong communication, problem-solving, and organizational skills, along with experience in a fast-paced environment. Human Interest offers a competitive salary, robust benefits package, and a collaborative work culture dedicated to solving the retirement savings crisis.

Requirements

• Bachelor's degree or a minimum of three years of experience in inside sales, customer service, or billing specialist role
• Proven work experience as a Sales Support Specialist or in a customer-facing role
• Ability to think critically and solve problems
• Strong organization, time management, and administrative skills with the ability to manage multiple priorities and deadlines at a given time
• Excellent listening, interpersonal, written, and verbal communication skills – you have the ability to communicate and present effectively, thoughtfully, and on your feet with various types of audiences
• Experience working in a fast-paced, high-growth software company where change is a constant
• Self-starter, ability to determine task urgency, execute detailed action plans, and assist with high-quality outcomes
• Proficient in Google Docs, Sheets, Salesforce, Zoom, and other computer software programs
• Able to function independently, as well as collaboratively with other team members
• Positive attitude and commitment to continuous improvement

Responsibilities

• Upselling customers on Essentials to Complete or Concierge
• Sending and chasing DocuSign agreements, requiring calling and emailing customers
• Monitoring different systems (Hubspot, Salesforce, etc.) and reports to pull the right information then send out DocuSign requests
• Working on other projects such as payroll migration, data-sharing agreements, tracking customer elections, etc

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
• Generous PTO and parental leave policies
• 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
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote