Retirement Sales Activation Specialist

The role

You will support the setup and launch of new clients' 401(k) plans. You will manage the sales activation process and communicate with customers to ensure they are engaged and meet their goals.

What you will do

• Communicate extensively with customers to identify needs and help establish 401(k) plans
• Educate, guide, and inform newly signed customers about retirement savings choices
• Meet monthly activation targets by managing client pipelines and timelines
• Follow onboarding workflows to increase velocity and remove bottlenecks
• Partner cross-functionally with internal teams and Leadership to resolve customer escalations
• Work with sales and account management to ensure customer needs are met
• Manage internal and external stakeholders to keep customers engaged
• Identify potential areas for process improvement

Required qualifications

• Knowledge and experience with retirement plan design, particularly in 401(k) plans
• 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
• Ability to communicate difficult concepts fluidly
• Strong work ethic and proactive follow-up with customers
• Excellent organizational skills
• Bachelor’s degree or equivalent experience

Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees
• Health, dental, and vision insurance
• Competitive time off and parental leave
• Unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness
• Enhanced Mental Health Support via Lyra
• Fertility healthcare and family forming benefits via Carrot
• Student loan resource via Candidly
• Monthly work-from-home stipend
• Quarterly lifestyle stipend
• Team-building experiences including virtual social events and team offsites

About the company

Human Interest is a high-growth fintech company on a mission to ensure people in all lines of work have access to retirement benefits. They make it affordable and accessible for small and medium-sized businesses to offer retirement plans.