Human Interest
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Fintech • HR Tech • Social Impact • Software • Financial Services
The Partner Account Manager will engage and develop key partnerships to help expand access to retirement benefits for SMBs, manage relationships with tech partners and brokers, and drive lead generation.
Fintech • HR Tech • Social Impact • Software • Financial Services
The Partner Account Manager develops and amplifies referral relationships with partners, builds strategic networks, manages accounts, and resolves partnership issues.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage and optimize intraday staffing and schedules for Customer Success teams. Produce forecasts, monitor phone/chat/case queues, adjust staffing in real time, drive SLA attainment, run trend analysis, develop dashboards and reports, coordinate cross-team contingency support, and communicate staffing risks and recommendations to leadership.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead sourcing, structuring, and closing high-value partnerships across payroll, brokers, PEOs, financial institutions, and embedded fintech. Own partnership strategy, commercial negotiation, cross-functional integration, initial activation and handoff, and executive reporting to drive measurable revenue and scale distribution of Human Interest's retirement platform.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead product strategy and roadmap for a dedicated engineering team in the retirement-fintech platform. Define outcomes, measure business impact, prototype rapidly (using AI), partner across design, engineering, operations, revenue, and compliance, and use data to validate decisions and deliver scalable, compliant products.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead a team of Payroll Connection Specialists to enable payroll integrations across 400+ providers, meet OKRs and KPIs, resolve escalations, optimize operational workflows, partner cross-functionally on 401(k) contribution processing, and drive continuous improvement and strong customer experiences.
Fintech • HR Tech • Social Impact • Software • Financial Services
Ensure 401(k) plan launches comply with product capabilities and regulations by auditing benefit analyses, plan documents, and system setups. Research conversion plan documents, identify and mitigate compliance risks, respond to high volumes of compliance inquiries, and collaborate with Sales Activation and onboarding teams to verify accuracy prior to plan launch.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead a specialized team to resolve complex, high-stakes customer incidents while building proactive quality-governance frameworks. Drive root-cause investigations, partner cross-functionally to implement engineering fixes, own post-mortems and documentation, and use data to reduce risk and improve SLA performance. Coach and scale talent, enforce accountability, and translate audit findings into training and process improvements.
Fintech • HR Tech • Social Impact • Software • Financial Services
Design, build, and maintain user-facing and foundational backend services; improve system reliability and automation; collaborate with stakeholders; own domains; mentor engineers; integrate and direct AI agents across development lifecycle.
Fintech • HR Tech • Social Impact • Software • Financial Services
Lead and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors. Own end-to-end advisor-channel sales processes, forecasting in Salesforce, partner relationships, cross-functional coordination, and performance management. Travel nationally for field rides and industry events to grow distribution and launched revenue.
Fintech • HR Tech • Social Impact • Software • Financial Services
Support clients' 401(k) plans by performing compliance testing (ADP/ACP, Deductibility, Top Heavy, 401(a)(4), 402(g), 410(b), 415), preparing IRS filings (Forms 5500, 5330, 8955-SSA), drafting plan documents and amendments, reviewing QDROs, calculating contributions, consulting on plan design, assisting auditors and Relationship Managers, and maintaining ERISA/IRS regulatory knowledge.
Fintech • HR Tech • Social Impact • Software • Financial Services
Full-cycle sales role: prospect and research companies, demo the platform, manage pipeline, negotiate contracts, and close deals. Record all activities in Salesforce and use sales tech tools to meet quota.
Fintech • HR Tech • Social Impact • Software • Financial Services
Full-cycle Account Executive selling a fintech retirement platform to SMBs in the Mid-Atlantic: prospecting, demos, pipeline management, contract negotiation, and closing. Use Salesforce/CRMs and sales tech to track activities and exceed quota while supporting customer value and onboarding.
Fintech • HR Tech • Social Impact • Software • Financial Services
Process and review 401(k) participant distributions accurately and on schedule. Troubleshoot system issues, maintain records, collaborate with internal teams, identify and escalate discrepancies, support process improvements, and contribute to project deliverables and reporting accuracy.
Fintech • HR Tech • Social Impact • Software • Financial Services
Manage onboarding and launch of new 401(k) plans for clients and white-label partners. Drive high-volume activations, hit monthly targets, remove bottlenecks, communicate with clients, escalate operational issues, and collaborate cross-functionally to improve processes and customer experience.
Fintech • HR Tech • Social Impact • Software • Financial Services
Sell Human Interest retirement solutions to small and medium-sized businesses in the Southeast region. Prospect and qualify leads, manage pipeline, close deals, meet quota, and maintain client relationships to grow plan adoption.
Fintech • HR Tech • Social Impact • Software • Financial Services
The Account Executive will manage full cycle sales, build and manage a pipeline, conduct demos, negotiate contracts, and utilize Salesforce for sales documentation.
Fintech • HR Tech • Social Impact • Software • Financial Services
As an Account Executive, you will handle full-cycle sales, manage a pipeline, conduct demos, negotiate contracts, and utilize sales tech tools like Salesforce to achieve quotas.
Fintech • HR Tech • Social Impact • Software • Financial Services
The Account Executive is responsible for full-cycle sales, managing pipelines, demonstrating products, negotiating contracts, and documenting activities using Salesforce.
Fintech • HR Tech • Social Impact • Software • Financial Services
Serve as primary partner relationship manager for payroll and CPA partners, providing white‑glove support and escalations. Liaise with internal teams to develop and implement partner-tailored solutions, maintain SOPs, communicate risks to leadership, and drive retention and satisfaction through proactive outreach and strategic insights.
