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 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 that 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 the 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 onboarded 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
Where you will work
- 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
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 $75,000 - $80,000 and represents the minimum in our lowest geographic region to a maximumin 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. This position will also offer a variable target range of $7,500 - $8,000. 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
- 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® (2023-2024)
- 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
