Full-Time Fast Track Specialist

Human Interest is on a mission to ensure all working Americans have access to retirement benefits.

The Revenue Core team is responsible for all centralized revenue team functions, including marketing, operations, implementation, conversions, and payroll integrations.

As a Fast Track Connections Specialist, you will oversee clients' first 401(k) contributions.

Daily Responsibilities:

• Communicate with customers to identify needs and establish 401(k) plans.
• Educate, guide, and inform new customers about employee retirement savings options.
• Collaborate with sales and account management to meet customer needs.
• Drive processes, manage stakeholders, and keep customers engaged and on track.
• Identify process improvement areas to scale the team.
• Be the primary client contact, handling technical integrations with +100 payroll providers.
• Develop in-depth understanding of payroll systems and interrogate data for accuracy.
• Troubleshoot technical issues impacting data flow between client, Human Interest, and payroll partners.
• Independently resolve data discrepancies impacting clients and assets under management.
• Draft procedures for payroll information flow, demonstrating understanding of SEC, DOL, and IRS regulations.
• Investigate technology issues, identify root causes, and implement solutions.
• Guide clients through data analysis and transmission efforts.
• Communicate effectively with internal and external clients, focusing on needs-driven solutions.
• Identify and lead process improvement projects.

Qualifications:

• 3+ years in a role demonstrating troubleshooting and problem-solving skills.
• 1+ year customer service experience, strong communication skills.
• Strong work ethic, ability to work independently, and manage projects.
• Passion for process improvement and leading change.
• Experience with retirement plans or payroll providers, understanding industry laws.
• Desire to learn new programs and expand retirement industry knowledge.
• Strong focus on quality, PC skills (G-Suite).
• Adaptability to client systems, troubleshooting software issues.

Experience:

• 3+ years of customer onboarding in a SaaS environment.
• Excellent interpersonal skills, comfortable communicating complex concepts.
• Energy and passion for onboarding 40-50+ customers per month.
• Strong work ethic, proactive customer follow-up, and staying on track.
• Excellent organizational skills, managing multiple tasks and deadlines.
• Bachelor's degree or equivalent experience.

Remote Work:

Work from Pacific, Mountain, or Central time zones.

Compensation:

$68,000 - $70,000 (base)

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