Human Interest

Sales

• Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits; Revenue Core Functions Team supports implementation.
• Act as a force multiplier on the implementation side and own the first hand-off after a customer signs up with Human Interest.
• Guide customers through the implementation process, ensuring they are engaged and happy.
• Support successful onboarding by collecting company and bank information for one or multiple businesses based on ownership.
• Proactively reach out to clients to book account set-up calls and obtain prior recordkeeper documentation.
• Work with the Quality Control team to conduct benefits analysis and confirm billing information for new clients.
• Work cross-functionally with operations and sales to ensure customer needs are met and drive processes forward.
• Manage internal and external stakeholders, identify process improvements to help the team scale, and perform other duties as assigned.

401k Sales Activation Coordinator

Email Marketing Manager

• Write and improve email communications
• Manage and optimize HubSpot infrastructure
• Own cross-functional COMMs process
• Establish operational excellence
• Support reporting and performance tracking
• Comfortable working in a regulated industry

Project Manager

• Manage a portfolio of complex, often technical initiatives that span one or multiple lines of business, ensuring we meet our outcomes. These are often revenue-driven initiatives.
• Serve as the SME for project management best practices and contribute to the growth of the team/task force.
• Lead project teams by defining clear project plans, driving project-specific meetings, setting realistic expectations, tactically guiding teams in and outside of your department to deliver project goals, and adhering to project scope and timeline.
• Own the entire project life cycle: successful project delivery will include full implementation from initiation to deployment for one major or several minor initiatives simultaneously.
• Work autonomously in an ambiguous environment, seeking to understand business problems, automation limitations, scaling factors, boundary conditions, and reasons behind leadership decisions.
• Apply analytical and critical thinking to proactively solve for the unknown, mitigate risks (before they become roadblocks), and drive execution with speed without compromising quality.
• Contribute to impactful projects and achieve measurable outcomes rather than just task completion.
• Create and maintain project documentation and collaborate with stakeholders to ensure documentation is up-to-date while enforcing procedures.
• Develop, implement, and govern KPI reporting for a portfolio of programs, providing visibility to the milestones and performance across all projects; provide the path forward to address areas of concern and collaborate towards a solution.
• Create executive status reports around your projects and lead cross-functional meetings.
• Be a part of a team committed to exceptional attention to detail and the production of high-quality deliverables (even first drafts), where everyone is responsible for upholding these standards.
• Collaborate cross-functionally to identify gaps between teams, processes, and systems, with a strong bias for action.
• Work with multiple teams and stakeholders to achieve project goals.
• Contribute to process improvements and help teams mitigate classic failure modes (e.g., poorly understood requirements, ineffective collaboration, overlooked security, insufficient stakeholder review).
• Other duties as assigned by the business.

Senior Revenue Project Manager

Revenue Operations

• Proactively check in with recruiters and hiring managers to monitor the status of open roles and anticipate future hiring needs.
• Provide regular progress reports on candidate pipelines, ensuring a clear view of how close you are to meeting upcoming cohort start dates.
• Maintain accurate and up-to-date tracking sheets with new hire information, ensuring a smooth and organized onboarding process.
• Coordinate with the HI Start program as needed, facilitating a seamless transition for new hires and aligning with their specific program requirements.
• Email new hires to collect essential information and then add it to the revenue contact sheet.
• Coordinate and deliver business cards and wearables for customer-facing teams.
• Ensure that the Revenue Calendar, Revenue Org Chart and Revenue Contact Sheet is accurate when employees are offboarded.
• Update Revenue Calendar, Revenue Org Chart and Revenue Contact Sheet for internal team movements (e.g., CSO has frequent shifts in roles).
• Ensure that quarterly awards are included in the all-hands deck.
• Order revenue awards on a quarterly basis, plus other occasional awards (e.g., President’s Club).
• Work with the marketing team on quarterly updates and documentation archiving.
• Support the end-of-quarter compliance audit for all sales and partner-facing materials, ensuring all content and collateral are updated to meet the latest compliance standards.

Revenue Operations Associate

Bookkeeper

• Be the main point of contact for clients, responsible for helping them establish technical integrations with 100+ payroll providers
• Develop an in-depth understanding of payroll provider systems and interrogate incoming payroll data for accuracy and completeness
• Use problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, Human Interest, and the payroll partner
• Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our clients and millions of dollars in assets under management
• Assist in drafting procedures detailing the flow of payroll-related information, while demonstrating an understanding of SEC, DOL, and IRS regulations that impact our business
• Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions
• Independently guide clients through data analysis and assist with their data transmission efforts
• Communicate professionally to both internal and external clients while focusing on needs-driven solutions
• Identify areas for process improvement and assist in leading projects which may broadly impact our business

Payroll Connections Specialist

Account Manager

• Identify, establish, and nurture key strategic partnerships with payroll service providers, fintech companies, and other industry players.
• Lead the day-to-day management of existing partnerships, ensuring alignment with business goals and delivering on key performance indicators (KPIs) and growth targets.
• Negotiate and structure partnership agreements, amendments, and renewals that align with company objectives and ensure mutually beneficial outcomes.
• Track and manage all partner agreement expiration dates, NDAs, terminations, and other changes.
• Lead the end-to-end partner activation process, from onboarding to ongoing operational management.
• Manage the partner activation checklist, including configuring revenue share reporting and maintaining performance dashboards.
• Oversee and manage all partner incentive programs, including quota credit reporting and incentive tracking.
• Coordinate the upload of partner representative directories and align them with regional field teams.
• Act as the central point of contact between partners and internal teams, including Partner Marketing, Integrations, and Legal.
• Work closely with Product, Sales, and Marketing teams to ensure partner success and seamless lead generation, integration of solutions and partner support.
• Support the Sales team by providing expertise in engagement opportunities and defining value propositions for our all-in-one offerings.
• Stay current with competitors, trends, and emerging technologies in the 401(k), payroll, and HR space.
• Monitor and report on the performance and ROI of payroll partnerships, making data-driven recommendations to optimize outcomes.
• Develop and maintain regional field-facing slides to report on partner engagement and performance.
• Schedule and manage the logistics for quarterly business reviews (QBRs) with our top-tier partners.

Director, Growth Partnerships - Payroll

Data Engineer

• Build and optimize data models in dbt Core to create reliable, efficient, and accessible data for downstream reporting and analysis, with a strong understanding of end-user needs.
• Design, develop, and maintain scalable data ingestion and orchestration using Meltano, Snowpipe, Airflow and other tools.
• Manage and automate data infrastructure in AWS using Terraform.
• Collaborate with Data Analysts and Software Engineers to clarify data requirements and translate them into effective data engineering solutions.
• Proactively identify and implement improvements in data orchestration, cost/performance management, and security within Snowflake.
• Develop new data ingestion pipelines from various source systems into Snowflake, including full-stack development for brand-new pipelines from ingestion to data modeling of core user-facing tables.
• Implement efficient testing within dbt to detect system changes and ensure data quality, contributing to the operational health of the data platform.