Retirement & Erisa Specialist

72500 - 122500 a year (US Dollars)
DescriptionHuman 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.
What you get to do every day Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new businessTrack product request and develop input to contribute to the increasing technology service that Human interest provides to clientsProvide educational and insights on various Revenue team meetingsManage a high volume of inbound sales team and implementation team inquiries, over the phone and through emailWork with Manager to review process and procedures to optimize team performance Work cross-functionally with internal and external partners to answer client inquiries on plan design and product supportWhat you will accomplish Drive and bridge client relationships to the implementation stage and sometimes ongoingIdentify common issues and trends, driving process improvements to solve them permanentlyService a geographically diverse client baseWork in a fast-paced startup environmentFind solutions for internal team members to assist with the inbound of increasing businessWhat you bring to the role Need to have:
5+ years of experience in a client-facing role - i.e. customer support or account managementPrior Defined Contribution industry experience requiredQKA or similar industry designation requiredPassionate about serving clientsStrong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ballCommunicate with confidence, professionalism and empathy over the phone and through emailRemain composed in high-stress situations and convey empathy for our customers and their situationMeticulous attention to detail - rarely making typos and noticing discrepanciesNice to have
Bachelor's degree or equivalent experienceExperience in a fast-paced growth environmentWhy 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  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 $85,000 - $90,000 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 of $30,000. 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
Retirement & ERISA Specialist LocationSan Francisco, California, United States
Salary72500 - 122500 a year (US Dollars)
DescriptionHuman 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.
What you get to do every day Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new businessTrack product request and develop input to contribute to the increasing technology service that Human interest provides to clientsProvide educational and insights on various Revenue team meetingsManage a high volume of inbound sales team and implementation team inquiries, over the phone and through emailWork with Manager to review process and procedures to optimize team performance Work cross-functionally with internal and external partners to answer client inquiries on plan design and product supportWhat you will accomplish Drive and bridge client relationships to the implementation stage and sometimes ongoingIdentify common issues and trends, driving process improvements to solve them permanentlyService a geographically diverse client baseWork in a fast-paced startup environmentFind solutions for internal team members to assist with the inbound of increasing businessWhat you bring to the role Need to have:
5+ years of experience in a client-facing role - i.e. customer support or account managementPrior Defined Contribution industry experience requiredQKA or similar industry designation requiredPassionate about serving clientsStrong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ballCommunicate with confidence, professionalism and empathy over the phone and through emailRemain composed in high-stress situations and convey empathy for our customers and their situationMeticulous attention to detail - rarely making typos and noticing discrepanciesNice to have
Bachelor's degree or equivalent experienceExperience in a fast-paced growth environmentWhy 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 $85,000 - $90,000 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 of $30,000. 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


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