Sales Development Representative (SDR)

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.   Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D , Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others. As a Sales Development Representative (SDR), you will be the first point of contact for potential customers, playing a crucial role in generating new business opportunities. You'll leverage your exceptional communication skills and industry knowledge to engage with small businesses, understand their challenges, and effectively communicate how the benefits of 401(k) for small businesses. This role offers an exciting opportunity to contribute to our mission to solve the retirement crisis that the US currently faces and help drive the overall growth of our company. What you get to do every  day Prospect Identification - Identify and research potential small business customers through various channels, including cold calling, email outreach, social media, and networking events. Qualification - Engage with prospects to understand their business needs, challenges, and goals. Qualify leads based on predetermined criteria to ensure alignment with our target market. Educate - Articulate the value proposition of our modern 401(k) solution to potential customers, highlighting how it can help business owners achieve their business objectives as well as help their employees save for retirement. Pipeline Management - Manage and prioritize a high volume of leads effectively using CRM software. Track lead interactions, update lead status, and ensure timely follow-up to move prospects through the sales funnel. Collaboration - Work closely with the sales team to hand off qualified leads and provide them with comprehensive information to facilitate the sales process. Share ‘tribal knowledge’ with peers and collaborate cross-functionally with marketing, growth, and revenue teams to optimize lead generation strategies. Continuous Learning -  Stay updated on industry trends, competitor offerings, and market dynamics affecting small businesses. Continuously refine sales techniques and product knowledge to enhance effectiveness in engaging with prospects. What you bring to the role      Need to have: Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment. Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and persuasively. Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process A growth mindset and a desire to your career in sales Self-motivated with a results-driven mindset and the ability to thrive in a fast-paced, target-driven environment. Passion for small businesses and a genuine desire to help them succeed. Experience using Salesforce.com, Outreach, and/or other Client Relationship Management (CRM) Prior Financial Services, Fintech, and/or SaaS experience      Nice to have: 1+ year of experience in a corporate environment Previous 401K, Payroll or HCM experience Where you’ll work: Our office in Lindon, Utah Hybrid role: working from office 3 days per week   Why you will love working at Human Interest Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement. Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.  Customer obsession Long-term orientation Autonomous and accountable teams An escalating bar for talent and performance  Fundamental optimism  Read more Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $20.00 - $21.63 per hour. The salary that we offer to a new employee within this range is based on their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. This position will also offer a variable target of $30,000. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. 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 Generous PTO and parental leave policies 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 Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech Fun online and regional events and celebrations and department and company offsites We’re a great place to work (but don’t take our word for it)  Here’s a list of our awards and accolades: Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.   Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D , Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others. About the role The manager of strategic and account management is responsible for the excellent delivery of services across all lines of business. This role requires strong communications skills and imaginative, bold thinking in all situations. At times, the Manager must be able to lead teams, composed of various internal resources, partners, and customer resources. What you get to do every  day Communicate the strategy for service delivery for high-visibility and high-touch customer relationships across strategic and account managed teams. Understand short and long-term customer goals and objectives as they relate to revenue cycle management and Human Interest. Ensure that account managers are regularly communicating with assigned accounts, set expectations and negotiate priorities appropriately. Develop highly effective relationships across all departments. Proactively manage, measure, and track individual contributors caseloads and performance manage accordingly. Recognize and resolve systemic issues to prevent them from repeating. Work with internal partners to document, track, and support compliance with service level agreements. Improve internal efficiency and customer satisfaction by proactively identifying opportunities to optimize existing or new services, processes, and tools. What you bring to the role 3+ years of leadership experience Strong background across the 401(k) retirement product life-cycle. Demonstrated ability to manage account managers in a fast paced environment Must be detail oriented, organized, ability to multi-task and work independently. Communicate with confidence, professionalism and empathy. Remain composed in high-stress situations and convey empathy for our customers and your employees. Where you will work Our office in Lindon, Utah  Hybrid, in office 3 days per week   Why you will love working at Human Interest Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement. Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.  Customer obsession Long-term orientation Autonomous and accountable teams An escalating bar for talent and performance  Fundamental optimism  Read more Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $95,000 - $100,000. The salary that we offer to a new employee within this range is based on their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits. 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 Generous PTO and parental leave policies 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 Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech Fun online and regional events and celebrations and department and company offsites We’re a great place to work (but don’t take our word for it)  Here’s a list of our awards and accolades: Certified as a Great Place To Work® (2023-2024) Best Places to Work by Built In (2023-2024) America’s Best Startup Employers by Forbes (2020-2022, 2024)  A Top Company by Y Combinator (2020-2023) Inc. Fastest Growing Companies (2021)   Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Human Interest employees must adhere to the Company’s security policies and Code of Ethics.   Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.  Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures