Director of Retirement Sales Activation

October 1

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Human Interest

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Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

📋 Description

• Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience • Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates • Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding • Strategize and innovate scalable processes to drive higher volume of launched plans • Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience • Scale the team by identifying opportunities to automate and streamline the onboarding process • Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations • Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement • Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization • This role will report into the Vice President of Sales Activation & ERISA

🎯 Requirements

• You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs • Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level • 13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment • Demonstrated success working with high volume metrics • Demonstrated success meeting or exceeding monthly quota’s • Experience in SaaS and ability to work in a fast paced tech environment • Excellent written, oral, presentation, and interpersonal communication skills • Bachelor’s degree in a related discipline • Experience evolving and optimizing people, processes, and tools • Expertise managing and overseeing large complicated accounts and projects • Ability to effectively facilitate change from executive level down • Executive-level communication with the ability to effectively navigate and mediate conflict • Strong people and performance management experience • Work closely with cross functional teams with a broad range of startup and enterprise experience

🏖️ 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.