Onboarding Connections Specialist

3 weeks ago

San Francisco, United States Human Interest Full time

**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 $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.

**About the role**

The Revenue Core team is responsible for all centralized functions within the revenue team, including marketing, operations, implementation planning, conversions and payroll integrations. As Onboarding Connections Specialist, you will be responsible for overseeing the client's first 401(k) contribution. You're the right fit for this role if you are passionate about customers, have grit, thrive on problem-solving, and default to action. And finally, as we go 24,791 mph, you should be comfortable with change.

**What you get to do every **day**
- 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

**What you bring to the role**
- 3+ years in a role that demonstrates troubleshooting and problem-solving skills
- At least 1 year of customer service experience and strong verbal and written communication skills
- A strong work ethic and proven ability to work independently and manage a project plan
- A passion for process improvement and a demonstrated ability to lead change effectively
- Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry
- A desire for learning new programs, systems, and expanding your knowledge about the retirement industry and our product
- A strong focus on quality
- Strong PC skills, including experience working with G-Suite products
- Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise

**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.
- Customer obsession
- Long-term orientation
- Autonomous and accountable teams
- An escalating bar for talent and performance
- Fundamental optimism

Read more

**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

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