Fast Track Specialist

3 hours, 20 minutes ago
Full-time
Junior
Customer and Technical Support
Human Interest

Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets
251-1K
Founded 2015
$337M raised

Description

  • Communicate with customers to identify their needs and help them establish their 401(k) plans.
  • Educate and guide newly signed customers through their retirement savings options.
  • Coordinate cross-functionally with sales, account management, product, operations, and payroll partners to meet customer needs.
  • Manage internal and external stakeholders to keep customers engaged, satisfied, and on track.
  • Serve as the main point of contact for clients establishing technical integrations with 500+ payroll providers.
  • Develop a deep understanding of payroll provider systems and review incoming payroll data for accuracy and completeness.
  • Investigate technical issues, identify root causes, and help implement solutions across teams.
  • Evaluate data discrepancies and make appropriate adjustments independently, understanding the impact on clients and assets under management.
  • Draft and maintain procedures for payroll-related information flow while working within SEC, DOL, and IRS regulatory requirements.
  • Identify process improvement opportunities and help lead projects that improve scalability and business operations.

Requirements

  • 3+ years of customer onboarding experience in a SaaS environment.
  • Experience interacting directly with clients and explaining complex concepts clearly.
  • Comfort handling a high-volume onboarding workload of 40-50+ customers per month.
  • Strong work ethic with proactive follow-up and customer management.
  • Excellent organizational skills and ability to juggle multiple tasks, deadlines, and stakeholders.
  • Bachelor’s degree or equivalent experience.
  • Experience working with payroll integrations or technical data transmission efforts (preferred).
  • Familiarity with SEC, DOL, and IRS regulations impacting payroll-related processes (preferred).

Benefits

  • Base salary of $67,000 - $70,000, depending on location, skills, and experience.
  • Potential additional compensation such as bonuses, commissions, and equity.
  • Employer 401(k) plan with dollar-for-dollar match up to 4% of compensation, immediately vested, and $0 plan fees.
  • Top-of-the-line health, dental, and vision insurance.
  • Competitive time off and parental leave.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.
  • Enhanced mental health support, including Lyra for employees and dependents.
  • Financial wellness, fertility, and student debt support through Addition Wealth, Carrot, and Candidly.

Interested in this position?

Apply directly on the company website

Apply Now

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