Manager, Retirement Sales Activation

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 Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

About the role

Human Interest is seeking a high‑performing Retirement Sales Activation Manager to lead a dynamic team responsible for driving efficiency, velocity, and customer satisfaction throughout the onboarding process.

This role is ideal for someone who thrives in a fast‑paced, high‑growth environment and has a passion for optimizing processes, managing performance, and exceeding aggressive targets.

You will be accountable for hitting key performance metrics, identifying and solving operational blockers, and leading your team to consistently launch a high volume of plans while delivering an exceptional customer experience.

If you are energized by metrics, people development, and fast‑changing environments, this is the opportunity for you.

We move at 24,791 mph – you should be ready to lead at speed.

• What you get to do every day
• Lead, coach, and inspire a team of sales activation specialists to exceed individual and team‑based monthly quotas.
• Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
• Own team performance by closely inspecting onboarding pipelines, managing pre‑launch churn, and ensuring adherence to process and talk tracks.
• Actively monitor and optimize onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross‑functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the onboarding experience.
• Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
• Forecast onboarding targets and contribute to capacity planning by analyzing trends and pipeline health.
• Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.
• What success looks like
• Achieve and exceed monthly onboarding quota targets for your team.
• Ensure a healthy mix of plan types (e. g., Safe Harbor and Auto‑Enroll) to meet internal performance benchmarks.
• Consistently minimize pre‑launch churn by proactively identifying and resolving customer pain points.
• Improve onboarding cycle times and conversion rates through process optimization and cross‑functional collaboration.
• Establish your team as a key driver of customer activation and revenue acceleration within Human Interest.
• Champion a culture of excellence and psychological safety, empowering the team to hit ambitious targets while feeling supported.

What you bring to the role

• 3-5 years of total professional experience, with at least 2+ years in a people leadership role within Sales, Implementation, or a related function in a Saa S or Retirement/Financial Services environment.
• Proven track record of success in a quota‑carrying and target‑driven environment.
• Strong understanding of 401(k) plan design or the ability to quickly develop subject‑matter expertise.
• Highly data‑driven mindset with expertise in pipeline management, forecasting, and performance coaching.
• Exceptional problem‑solving and decision‑making skills, with the ability to drive action in a fast‑paced, constantly evolving environment.
• Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
• Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
• Experience managing high‑volume customer portfolios and overseeing complex projects or implementations.
• Excellent written, verbal, and presentation skills, with the ability to influence and communicate effectively at all levels of the organization.
• Bachelor’s degree in Business, Operations, or a related discipline preferred.
• Why you will love working at Human Interest

Human Interest is tackling one of our country’s biggest challenges – closing the retirement gap.

You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium‑sized businesses nationwide.

We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission‑driven team.

We value hard work and recognize that our team’s contributions are key to our continued success.

• Operating Principles
• Customer obsession
• We’re all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long‑Term Orientation
• We’re not just playing for today; we’re building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams
• We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance
• We’re constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism
• We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation

At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.

The total On Target Earnings (OTE) for this role is $140,000 - $150,000 which includes a base salary range of $100,000 - $105,000, and a variable target compensation of $40,000 - $45,000.

The specific pay rate offered is based on the candidate’s relevant skills and experience.

Base pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits.

Additionally, employees receive stock option grants, enhancing long‑term financial growth and investment in our company’s success.

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.
• Competitive time off and parental leave.
• 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.
• Engaging team‑building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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.

Employment with Human Interest is at‑will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We comply with California Consumer Privacy Act (CCPA) guidelines and the San Francisco Fair Chance Ordinance, and we consider employment‑qualified applicants with arrest and conviction records.

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