Senior Manager, Relationship Management

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $125k - $145k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Lead and develop a team of managers through coaching, mentorship, and performance management • Execute account management strategies and processes to drive retention and expansion • Monitor KPIs including retention rates, expansion revenue, and client satisfaction scores • Conduct one-on-ones, team meetings, and performance reviews • Serve as escalation point for complex client issues and account situations • Collaborate with Sales, Onboarding, Product, and Operations to resolve client needs • Support implementation of new tools, processes, and methodologies across account management • Participate in strategic planning and provide insights on team capacity, client trends, and process improvements • Own key enterprise-account relationships and model best practices • Drive client success plans aligned with client objectives and company revenue goals • Assist with team documentation, training materials, and standard operating procedures • Promote customer satisfaction through timely service delivery and permanent issue resolution • Perform other job-related duties and special projects as required

🎯 Requirements

• 6+ years of experience in account management, 401(k) relationship management, customer success, or client-facing roles • 5+ years of people management experience with a track record of developing high-performing teams • Highly accountable mindset with a proven history of taking total responsibility for client outcomes, driving cross-team solutions, and seeing issues through to resolution • Commitment to understanding client goals, anticipating needs, and delivering exceptional experiences • Ability to analyze data, identify operational trends, diagnose complex client issues, and implement scalable improvements • Outstanding communication and negotiation skills with the ability to influence Product, Engineering, Sales, and Support teams without direct authority • Comfortable navigating product ecosystems and advocating for technical enhancements • Experience leveraging modern CRM/CS platforms such as Salesforce, Gainsight, or HubSpot to automate workflows • Proven ability to drive client retention and satisfaction in a SaaS or technology environment • Strong coaching and mentorship skills with experience managing individual and team performance

🏖️ Benefits

• Annual 10% discretionary variable incentive paid quarterly • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested • $0 401(k) plan fees • Health insurance • 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, virtual social events, and team offsites