Director, Relationship Management

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $175k - $180k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

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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

• Direct a high-performing account management team that drives client retention and expansion • Develop and implement strategic account management frameworks with clear KPIs and playbooks for different client segments • Create scalable processes to identify upsell opportunities while maintaining exceptional client experiences • Partner cross-functionally with Product, Operations, and Sales to ensure seamless client journeys • Implement data-driven approaches to track client health, predict churn, and develop proactive intervention strategies • Oversee quarterly business reviews with key clients to strengthen relationships and demonstrate ROI • Drive the evolution of our account management function as the company scales • Serve as an escalation point for complex client issues requiring executive attention.

🎯 Requirements

• 5+ years of experience leading customer-facing teams such as account management, customer success, or sales • Proven track record of driving customer retention, and satisfaction, in a SaaS or technology environment • Experience building and scaling high-performing teams through periods of rapid growth • Strong ability to develop strategic account plans and processes that drive measurable results • Experience implementing systems and tools to track customer health and team performance • Exceptional communication and relationship-building skills with both clients and internal stakeholders • Data-driven approach to decision-making and performance management.

🏖️ 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.