About the job
Join Human Interest in our mission to provide retirement benefits to all workers.
Many working Americans are not adequately saving for their future due to a lack of retirement plan options provided by their employers. Human Interest is revolutionizing this landscape by making it affordable and accessible for small and medium-sized businesses to offer retirement savings plans, empowering employees on their journey to financial independence.
We are a rapidly growing fintech company backed by renowned investors, including Marshall Wace, Baillie Gifford, BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, and Uncork, among others.
About the Role
The Insights & Planning team plays a vital role in our success, acting as the driving force that enhances the efficiency and effectiveness of our customer-facing teams. By resolving intricate issues, we help accelerate sustainable sales outcomes.
In this position, you will be instrumental in eliminating roadblocks and supporting internal teams to develop more effective processes.
Your Daily Responsibilities
- Collaborate with a dynamic and growing team to enhance your skill set.
- Lead the resolution of complex internal challenges by effectively managing and resolving SFDC cases.
- Develop and maintain detailed documentation of all team processes to ensure standardized and consistent handling.
- Partner with business stakeholders to identify key process issues, propose improvements, and establish ongoing monitoring methods.
Your Qualifications
- At least 1 year of experience in a queue-based customer service environment.
- Familiarity with SFDC, particularly in case management.
- Proficient in professional and proactive communication in all contexts.
- Ability to connect processes with business impacts.
- Adept at collaborating with multiple stakeholders to resolve issues.
- Experience in developing and maintaining complex processes.

