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.
The mission of Financial operations is to be a primary pillar of success for our organization and our clients. In this role, you will be responsible for helping our clients save for retirement by supporting the teams who process daily transactions for our participants. Our goal is to push our teams to maintain the highest level of quality and productivity for our clients.
What you get to do every day
Enthusiastically coach and develop a team of Product Ops. Specialists/Associates
Manage escalations, carefully managing complex issues to a full resolution
Coach and develop team member to meet their career and business goals
Establish quality KPIs and targets. Monitor and react to changes in leading Indicators and other KPIs to drive excellence in processing financial transactions.
Assist in the development of scorecards for the team
Identify and solve for process improvements
Ensure excellent customer service by monitoring productivity and quality of the team
Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions.
Utilize retirement service knowledge to answer questions or work to gather details from others to accomplish the teams original question
Keep team updated on new processes and product enhancements
Increase efficiency of existing organizational processes and procedures to enhance and sustain the organization’s internal capacity
Take part in cross functional initiatives/projects
Partner with peers and manager on staffing and training needs
Proactively work to improve efficiencies and effectiveness of the team
Balance workload within team and across teams
Anticipate needs of the team as new clients are on boarded by the sales team, communicate to leadership and peers of needs
Other duties as needed
What you will accomplish
Increase efficiencies across the partnership organization internally and externally
Provide best in class customer partner support
Build team to execute on goals and business expectations
What you bring to the role
Bachelor’s degree or equivalent experience
3 years of experience in Contact Center or Financial Services Management or related position
Knowledge of Retirement Plan Services Payroll and record keeping operations is a plus
Proven leadership skills
Strong interpersonal communication skills (written and verbal)
Passion for coaching and developing your team
Possess organizational and analytical skills, including the ability to use data to inform business decisions and achieve goals
Love for process improvement. You’re constantly on the lookout to improve inefficiencies for your team
Ability to work cross functionally on issue resolution and project/technology implementation
Self driven with a joy for learning new programs, systems, and tools
Meticulous attention to detail
High care/low ego approach to your work
Proficiency in Google Suite
Eagerness to promote change
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 from a minimum of $60,000 in our lowest geographic region to a maximum of $90,000 in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, 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
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; annual wellness 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
The vast majority of our positions can be 100% remote
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)
Best Places to Work by Built In (2023)
A Top Company by Y Combinator (2020-2023)
America’s Best Startup Employers by Forbes (2020-2022)
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
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