Partner Support Specialist

🕒 August 6

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

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.

📋 Description

• Provide comprehensive, end-to-end support to key payroll partners as a relationship manager • Employ proactive and reactive measures to provide a "white glove" partner experience • Serve as the primary Human Interest contact for payroll and CPA partners • Provide general reactive support and handle escalations • Liaise between internal teams to facilitate solution development and implementation • Communicate resolutions effectively to partners • Develop, propose, and implement solutions tailored to partner needs • Increase partner retention and satisfaction • Maintain and further develop partner support standard operating procedures documentation • Communicate blockers and potential risks to leadership promptly • Share wins and work progress with leadership to demonstrate impact and help shape future work

🎯 Requirements

• 3+ years of experience in a Partnership, Sales, and/or business development environment • 3+ years of experience with innovative strategic partnerships for consumer-facing, web services, and SaaS products • Capacity to anticipate partner needs, identify challenges proactively, and adapt to a fast-paced, evolving environment • Experience developing and leveraging strategic insights to foster or improve business relationships • Ability to translate complex business problems into easy-to-understand concepts for external stakeholders • Strong written and verbal communication skills using Google Docs, Google Slides, Google Sheets, and/or equivalent Microsoft products • Experience facilitating meetings, handling external partner escalations, and conducting proactive service outreach • Experience using a CRM platform, preferably Salesforce, to forecast sales and draw insights from service performance metrics • Strong understanding of the Human Interest partner process, demands, and needs for continued success

🏖️ Benefits

• Base salary of $70,000 - $80,000 per year • Additional compensation components such as bonuses, commissions, and equity may be offered • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to support financial wellness • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family forming benefits • Candidly student loan resource for employees and families • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, including virtual social events and team offsites