Customer Onboarding Manager

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 more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, 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.

Human Interest is hiring a Customer Onboarding Manager to drive efficiency and velocity within our customer onboarding processes. You’re the right fit for this role if you are highly metrics-driven with an emphasis on delivering a high number of launched plans on a consistent basis. You will be managing a team that is responsible for onboarding clients while providing them tools that allow them to reach their metrics in this fast-paced environment. We go 24,791 mph, you should be comfortable with change.

What you get to do every day 

• Manage a team of customer onboarding specialists and ensure they meet their quarterly goals
• Strategize internal bonuses and promos to meet revenue goals
• Actively inspect customer onboarding pipeline, monitor churn, and review onboarding calls to enforce process and talk tracks
• Identify opportunities for improvement within your customer onboarding team
• Identify launch blockers and collaborate cross-functionally to communicate blockers and identify solutions
• Strategize with customer onboarding leaders, RVPs, and Program Management to identify process gaps and improvements
• Partner with other managers and departments to resolve customer escalations
• Manage the end-to-end customer onboarding process and forecast launch 
• Drive a culture of accountability while having fun in the process

What you will accomplish 

• Ensure customer onboarding specialists meet or exceed their launch-ready quota per quarter
• Ensure customer onboarding specialists onboard a target mix of safe harbor and auto-enroll plans
• Minimize churn per region

What you bring to the role 

• 3-5 years of total experience with 2+ years of management in customer onboarding or related disciplines in a SaaS environment
• Proven track record of success in a quota-driven sales environment
• You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
• Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
• Demonstrated success working with high volume metrics
• Experience in SaaS and ability to work in a fast-paced tech environment
• Excellent written, oral, presentation, and interpersonal communication skills
• Bachelor’s degree in a related discipline
• Experience evolving and optimizing people, processes, and tools
• Expertise in managing and overseeing large complicated accounts and projects 
• Ability to effectively facilitate change from the executive level down 
• Ability to effectively navigate and mediate conflict

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 $100,000 - $105,000 and represents the minimum in our lowest geographic region to a maximum in 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. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. This position will also offer a variable target of $40,00 - $45,000. 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® (2023-2025)
• Fortune Best Place to Work in the Bay Area (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.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.

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