Retirement Sales Activation Coordinator New United States, Remote
Human Interest, New York, NY, United States
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
More than 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 fintech company changing the retirement industry. We are backed by a number of investors, including funding from Marshall Wace, Baillie Gifford, BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.
About the role The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You’ll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused – you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change.
What you get to do everyday
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
What you bring to the role
3+ years of experience in a client-facing role in the financial or retirement industry (preferred – e.g., account management, onboarding, sales)
Working knowledge of the 401(k) product; experience within 401(k) implementation/onboarding is a bonus
You thrive being 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)
Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges – closing the retirement gap. You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.
Compensation At Human Interest, there are a number of factors that determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $24.04‑$26.46 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job‑related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.
All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.
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
Added 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 off‑sites, promoting collaboration and camaraderie
We’re a great place to work Here’s a list of our awards and accolades:
Certified as a Great Place To Work® (2023‑2025)
Fortune Best Place to Work in the Bay Area (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. Employment with Human Interest is at‑will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.
We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee‑based referral services, and recruiting agencies.
In compliance with CCPA guidelines and the San Francisco Fair Chance Ordinance, we will consider employment‑qualified applicants with arrest and conviction records.
Interested in building your career at Human Interest? Get future opportunities sent straight to your email.
#J-18808-Ljbffr
More than 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 fintech company changing the retirement industry. We are backed by a number of investors, including funding from Marshall Wace, Baillie Gifford, BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.
About the role The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You’ll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused – you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change.
What you get to do everyday
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
What you bring to the role
3+ years of experience in a client-facing role in the financial or retirement industry (preferred – e.g., account management, onboarding, sales)
Working knowledge of the 401(k) product; experience within 401(k) implementation/onboarding is a bonus
You thrive being 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)
Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges – closing the retirement gap. You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.
Compensation At Human Interest, there are a number of factors that determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $24.04‑$26.46 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job‑related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.
All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.
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
Added 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 off‑sites, promoting collaboration and camaraderie
We’re a great place to work Here’s a list of our awards and accolades:
Certified as a Great Place To Work® (2023‑2025)
Fortune Best Place to Work in the Bay Area (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. Employment with Human Interest is at‑will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.
We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee‑based referral services, and recruiting agencies.
In compliance with CCPA guidelines and the San Francisco Fair Chance Ordinance, we will consider employment‑qualified applicants with arrest and conviction records.
Interested in building your career at Human Interest? Get future opportunities sent straight to your email.
#J-18808-Ljbffr