Sales Activation Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $67k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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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

• Communicate extensively with customers to identify their needs and help them 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, handling objections, and ensuring adherence to processes and talk tracks • Follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence • Partner with internal teams and leadership to resolve customer escalations and improve the sales activation experience • Collaborate with sales and account management to meet customer needs • Manage internal and external stakeholders to keep customers engaged, happy, and on-track • Communicate professionally with internal and external clients using needs-driven solutions • Identify process improvement opportunities to help the team scale

🎯 Requirements

• Knowledge and experience with retirement plan design, particularly 401(k) plans • 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry • Enjoys interacting with clients and communicating difficult concepts fluidly • Comfortable onboarding 40–50+ customers per month • Strong work ethic and proactive customer follow-up • Excellent organizational skills with ability to manage multiple tasks, deadlines, and stakeholders • Desire to learn new programs, systems, and retirement-industry knowledge • Strong focus on quality • Ability to adapt to client systems and user interfaces and troubleshoot software issues • Strong PC skills, including experience with G-Suite products • Bachelor’s degree or equivalent experience

🏖️ Benefits

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental insurance • Vision insurance • Competitive time off • Parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, including virtual social events and team offsites