72500 - 122500 a year (US Dollars)
Job Title
Retirement & ERISA Specialist
Location
San Francisco, California, United States
Description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
Nearly half of all working Americans are not saving enough for their future. Too often it's because they are employed by a company that doesn't offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
We're a high-growth tech company changing the retirement industry. We've raised $500M and are backed by leading investors.
What you get to do every day
- Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new business
- Track product requests and develop input to contribute to the increasing technology service that Human Interest provides to clients
- Provide educational insights on various Revenue team meetings
- Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email
- Work with Manager to review processes and procedures to optimize team performance
- Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support
What you will accomplish
- Drive and bridge client relationships to the implementation stage and sometimes ongoing
- Identify common issues and trends, driving process improvements to solve them permanently
- Service a geographically diverse client base
- Work in a fast-paced startup environment
- Find solutions for internal team members to assist with the inbound of increasing business
What you bring to the role
Need to have:
- 5+ years of experience in a client-facing role - i.e. customer support or account management
- Prior Defined Contribution industry experience required
- QKA or similar industry designation required
- Passionate about serving clients
- Strong organizational skills; able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
- Communicate with confidence, professionalism, and empathy over the phone and through email
- Remain composed in high-stress situations and convey empathy for our customers and their situation
- Meticulous attention to detail - rarely making typos and noticing discrepancies
Nice to have:
- Bachelor's degree or equivalent experience
- Experience in a fast-paced growth environment
Why you will love working at Human Interest
Mission: Highly collaborative startup dedicated to supporting employee engagement and growth. It's an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.
Culture: Our operating principles define how we come together as a team to do our work. They reflect Human Interest's unique view on what's important and what's right.
- Customer obsession
- Long-term orientation
- Autonomous and accountable teams
- An escalating bar for talent and performance
Compensation
The base salary for this position spans $85,000 - $90,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. This position will also offer a variable target of $30,000. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits.
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
- Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Enhanced Mental Health Support for Employees and dependents
- Fertility healthcare and family forming benefits
- 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
We're a great place to work
Here's a list of our awards and accolades:
- Certified as a Great Place To Work (2023-2024)
- Best Places to Work by Built In (2023-2024)
- America's Best Startup Employers by Forbes (2020-2022, 2024)
- A Top Company by Y Combinator (2020-2023)
- Inc. Fastest Growing Companies (2021)
Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.
Human Interest employees must adhere to the Company's security policies and Code of Ethics.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.
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