Human Interest

Account Manager

• Lead and develop a team of managers through coaching, mentorship, and performance management
• Execute account management strategies and processes to drive retention and expansion
• Monitor KPIs including retention rates, expansion revenue, and client satisfaction scores
• Conduct one-on-ones, team meetings, and performance reviews
• Serve as escalation point for complex client issues and account situations
• Collaborate with Sales, Onboarding, Product, and Operations to resolve client needs
• Support implementation of new tools, processes, and methodologies across account management
• Participate in strategic planning and provide insights on team capacity, client trends, and process improvements
• Own key enterprise-account relationships and model best practices
• Drive client success plans aligned with client objectives and company revenue goals
• Assist with team documentation, training materials, and standard operating procedures
• Promote customer satisfaction through timely service delivery and permanent issue resolution
• Perform other job-related duties and special projects as required

Senior Manager, Relationship Management

Operations

• Build and maintain datasets, models, and visualizations
• Build and maintain dashboards and reports in Hex, Salesforce, and Google Sheets
• Support and improve Salesforce processes and flows to streamline business operations
• Work with business partners to identify key metrics, improve them, and establish ongoing tracking methods
• Work with engineers and product managers to set data-tracking requirements
• Provide guidance, reports, and dashboards to track and improve metrics
• Present insights to help customers and the business based on deep operational understanding
• Conduct deep dives into processes to identify optimization opportunities
• Explore data to generate impactful business insights
• Join a dynamic, growing team and develop professional skills

Senior Analyst, Sales Strategy & Operations

• Coach, develop, and performance-manage Associates and Team Leads
• Own and enforce quality control processes and SLA management for financial transactions
• Build and refine quality-control frameworks to catch errors and surface risks
• Establish and monitor KPIs including accuracy rates, processing cycle times, error trends, and customer-impacting metrics
• Use data to inform decisions, adjust staffing, and drive continuous improvement
• Bridge Customer Success and Product/Engineering by translating customer insights into actionable product and process feedback
• Identify, prioritize, and lead projects to improve and scale team processes
• Leverage systems, automation, and innovative approaches to increase throughput while maintaining lean operations
• Develop and maintain SOPs and supporting materials
• Partner with peer Operations managers on dependencies, standards, and best practices
• Manage escalations involving transaction issues, compliance concerns, or system defects
• Guide resolution through root-cause analysis and cross-functional collaboration
• Engage in capacity planning for client onboardings, seasonal peaks, and product changes
• Partner with senior leadership on workforce planning, staffing, and training readiness
• Perform other duties as assigned

Operations Manager

Sales

• Lead, coach, and inspire a team of sales activation specialists to exceed monthly quotas
• Develop and execute strategies for high-volume successful plan launches
• Own team performance by inspecting conversion pipelines, managing pre-launch churn, and ensuring process and talk-track adherence
• Monitor and optimize conversion workflows to increase velocity and remove bottlenecks
• Partner with Sales, Program Management, Customer Success, and senior leadership on customer escalations and conversion improvements
• Identify performance gaps and implement coaching, enablement, and process improvements
• Forecast conversion targets and contribute to capacity planning through trend and pipeline-health analysis
• Foster accountability, ownership, continuous improvement, and a collaborative team environment
• Achieve and exceed monthly conversion quota targets
• Ensure a healthy mix of Safe Harbor and Auto-Enroll plans
• Minimize pre-launch churn by resolving customer pain points
• Improve conversion cycle times and rates through process optimization
• Establish the team as a driver of customer activation and revenue acceleration

Manager, Retirement Sales Activation

Revenue Operations

• Design, implement, and manage comprehensive revenue enablement programs for GTM Sales teams
• Create internal training content for onboarding, continuing education, and ad hoc requests
• Select and deploy appropriate training modalities, including instructor-led training, eLearning, job aids, manager-directed learning, asynchronous learning, microlearning, simulations, and blended approaches
• Optimize the Learning Management System for tracking and reporting
• Leverage AI to automate tasks, personalize training, provide data-driven learning, and generate predictive insights
• Evaluate program performance and provide actionable feedback to Sales leaders and managers
• Establish KPIs and track, analyze, and report enablement impact on win rates, sales cycle length, quota attainment, and pipeline velocity
• Manage short- and long-term content builds and updates, deadlines, stakeholder communication, and accountability
• Communicate with Sales and Enablement leaders and stakeholders to align content, programs, and training with business needs
• Collaborate with internal teams and outside vendors on cross-functional deliverables
• Partner with Sales leadership and subject matter experts to identify knowledge gaps and build onboarding and continuing education content
• Align sales decks, battlecards, competitor analyses, sales lifecycle materials, sales methodologies, B2B sales best practices, and demo assets
• Improve enablement processes, policies, procedures, and organizational efficiency

Revenue Enablement Manager – GTM

Customer Success Manager

• Lead and facilitate instructor-led onboarding, upskill, and continuing education courses for Customer Success Support Associate and Client Relationship Manager programs
• Guide employees through self-led learning content and own training sessions from start to finish
• Maintain working knowledge across multiple functional areas and integrate complex processes into training
• Deliver advanced training for experienced learners using prerequisite skills and veteran insights
• Apply learning theory and adult-learning principles to training programs
• Evaluate trainee performance, conduct assessments, and provide actionable feedback to managers
• Establish criteria for successful training completion and measure employee progress
• Create innovative training processes and materials with subject matter experts
• Review and update instructor-led and e-learning content for accuracy and currency
• Align individual contributions with team objectives and support long-term growth
• Maintain high-quality content and achieve at least 80% in formal trainer performance observations
• Collaborate with enablement team members and support company-wide initiatives
• Welcome new team members and serve as an ambassador for Human Interest and Enablement
• Partner with operational leadership to identify training needs and knowledge gaps
• Use data-driven insights to address training needs and improve processes
• Build trust in the training function and deliver engaging, high-quality training programs
• Identify process improvements and optimize policies, processes, and procedures

Senior Trainer – Customer Success Operations

Sales Development Rep

• Identify and research potential small business customers through cold calling, email outreach, social media, and networking events
• Engage prospects to understand business needs, challenges, and goals
• Qualify leads using predetermined criteria to ensure alignment with the target market
• Articulate the value proposition of Human Interest’s modern 401(k) solution
• Manage and prioritize a high volume of leads using CRM software
• Track lead interactions, update lead status, and ensure timely follow-up through the sales funnel
• Hand off qualified leads to the sales team with comprehensive information
• Share tribal knowledge with peers and collaborate with marketing, growth, and revenue teams
• Stay updated on industry trends, competitor offerings, and market dynamics
• Refine sales techniques and product knowledge

Sales Development Representative

Inside Sales

• Coach and develop a high-performing inside sales team
• Lead a tech-enabled inside sales partnership engine to scale referral agreements and expand nationwide market reach
• Test and refine persona-aligned outreach sequences and talk tracks
• Manage full-funnel partner execution from net-new partner acquisition through relationship management and AE handoffs
• Collaborate with Revenue Operations and Partnership leads on SLAs, target-list criteria, and automated lead routing
• Conduct 1:1 coaching, weekly activity tracking, and bi-weekly call reviews
• Improve value-based pitching, objection handling, and partner negotiations
• Provide weekly commit forecasts based on activity volume, conversion, and downstream revenue impact
• Monitor appointment conversion and follow-up cadences, maintaining an 80% to 90% show rate
• Convert successful manual prospecting tactics into scalable automated playbooks
• Track quota attainment, lead-to-opportunity rate, lead-to-closed-won rate, daily activity, and partner follow-up

Manager, Inside Sales

• Develop, build, and amplify referral relationships with tech partners, HCM partners, benefit brokers, CPAs, and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
• Identify and resolve emerging issues and offer solutions cross-functionally with Sales, Product, Marketing, Legal, and Finance
• Collaborate with Partner Marketing to execute initiatives promoting partner sales, including educational events, email, and webinars
• Establish business goals and performance metrics with partners, including sales pipeline depth and revenue generation
• Develop and execute go-to-market strategies and demand-generation activities with partners
• Engage, build, and develop key accounts and growth opportunities

Partner Account Manager

• Develop, build, and amplify referral relationships with tech partners, HCM partners, benefit brokers, CPAs, and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
• Identify and resolve emerging issues and offer solutions cross-functionally with Sales, Product, Marketing, Legal, and Finance
• Collaborate with Partner Marketing on initiatives promoting partner sales, including educational events, email, and webinars
• Establish business goals and performance metrics with partners, including sales pipeline depth and revenue generation
• Develop and execute go-to-market strategies and demand-generation activities
• Engage, build, and develop key accounts and growth opportunities