The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You'll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change.

What you get to do every day

Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership

Proactively reach out to clients to book the account set-up call

Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis

Work cross-functionally within our organization (specifically with operations and sales) 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

Confirm billing information for new clients

Other duties as assigned

What you bring to the role

3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales

Retirement Sales Activation Coordinator

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Humaninterest

More roles at Humaninterest