Full-Time

Customer Onboarding Specialist

Confirmed live in the last 24 hours

Human Interest

Human Interest

501-1,000 employees

Simplifies retirement savings plans for businesses

Fintech
Financial Services

Compensation Overview

$63k - $65kAnnually

+ Variable Target of $30,000

Mid

Remote in USA

Category
Customer Success
Customer Support
Customer Success & Support

You match the following Human Interest's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
  • 3+ years of customer onboarding experience in a SaaS environment or retirement industry
  • A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
  • Bachelor’s degree or equivalent experience
Responsibilities
  • Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans
  • Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement
  • Work cross-functionally within our organization (specifically with sales and account management) to make sure customer needs are met
  • Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
  • Identify potential areas for process improvement to help the team scale

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent, affordable pricing with no transaction fees, making it cost-effective for businesses to provide retirement benefits. Additionally, it offers financial education through its (k)ickstart™ classroom, which includes a free 10-part video course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

Company Stage

Debt Financing

Total Funding

$561.2M

Headquarters

San Francisco, California

Founded

2015

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-2%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.
  • Partnership with BlackRock enhances credibility and provides resources for market expansion.
  • Increased demand for digital financial services boosts Human Interest's technology-driven approach.

What critics are saying

  • Increased competition from established financial institutions may pressure market share.
  • Rapid expansion into Utah could strain resources and operational capacity.
  • Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

What makes Human Interest unique

  • Human Interest offers a unique 3% cash back on employee 401(k) contributions.
  • The company provides end-to-end administration, including compliance and IRS paperwork handling.
  • Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

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Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend