Insights & Planning Specialist

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

More than 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 fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

The Insights & Planning team is crucial to our success, serving as the engine that maximizes the efficiency and effectiveness of our customer-facing teams. Through the resolution of complex issues, we accelerate sales outcomes, making them more sustainable.

In this role, you will be key in unblocking issues and helping internal teams establish more effective processes.

What you get to do every day

• Be part of a dynamic and growing team that will help you level up your skills.
• Drive resolution of complex internal issues by expertly managing and resolving SFDC cases. 
• Establish and maintain comprehensive documentation of all team processes to ensure rigorous standardization and consistency in handling.