Human Interest

👥 501-1000💰 $161,000,000 Private about 2 years agoWealth Management Retirement Finance InsurTech Employee Benefits Insurance FinTech💼 Private Company

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Human Interest is a San Francisco-based 401(k) provider that offers easy and affordable retirement plans for small and medium-sized businesses, using technology to solve administrative and compliance issues.

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Jobs at this company:

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🔥 Partner Account Manager - Chicago

Posted 11 days ago

📍 United States

🧭 Full-Time

💸 65000.0 - 70000.0 USD per year

🔍 Retirement industry

🔧 Requirements

2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefits brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
Successful - Proven track record of success in a quota-driven sales environment
Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
Dynamic - You can thrive in a fast-paced and ever-changing environment
Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done.
Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe.
Tech-savvy - familiarity with using Salesforce to manage sales cycles is preferred
Growth mindset - You can embrace feedback and hold yourself accountable.
Coachable- Ability to absorb information, training, and guidance and successfully implement and execute
Travel- ability to be In the field 3 days/week

💡 Responsibilities

Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefits brokers, CPA's and financial advisors in the SMB space
Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities
Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance
Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

Business DevelopmentSalesforceCommunication SkillsCollaborationCustomer serviceRESTful APIsPresentation skillsInterpersonal skillsExcellent communication skillsAccount ManagementNegotiation skillsActive listeningClient relationship managementCross-functional collaborationRelationship managementSales experienceMarketingLead GenerationCRM

Posted 11 days ago

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🔥 Accounting Manager

Posted 24 days ago

📍 United States

🧭 Full-Time

💸 110000.0 - 145000.0 USD per year

🔍 SaaS/Tech

🔧 Requirements

5+ years of accounting experience in the SaaS/Tech industry experience is required
2+ years of people management experience is preferred
2+ years of experience in public accounting, Big 4 preferred
CPA is preferred
BA/BS degree in Accounting, Finance or related field
Advanced Excel skills is required
Experience with NetSuite is preferred
Strong technical understanding of internally-used software (ASC 350), deferred commission (ASC 340) in SaaS companies, and the ability to operationalize both
Strong problem solving and interpersonal communication skills
Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
Must be able to work normal business hours in the PST time zone

💡 Responsibilities

Own the accuracy and integrity of monthly/quarterly/annual financial accounting close
Manage all key accounting functions including accrued expenses, internally-used software (ASC 350), sales commissions (ASC 340), etc.along with the periodic close process
Develop new and enhance existing accounting policies & procedures, and internal controls over financial reporting (ICFR) including drafting of desktop procedures for key areas
Prepare, review and provide flux analysis and key metrics to the broader Finance team in a timely manner
Work cross-functionally with FP&A, Technical Accounting, Procurement, and other cross-functional teams to successfully align on effective accounting operating standards and practices
Work with the Technical Accounting team to develop and document process flows and procedures to implement new and/or relevant accounting standards
Own and manage interim and year-end audits, as well as tax requests;
Supervise staff and provide development and coaching where appropriate. Communicate clearly and follow-up timely to ensure consistent execution of key processes by all team members.
Participate in other assignments and ad hoc projects as required

People ManagementFinancial ManagementCommunication SkillsAnalytical SkillsCollaborationProblem SolvingAccountingAttention to detailOrganizational skillsTeam managementFinancial analysisSaaSBudget management

Posted 24 days ago

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🔥 Advisor Sales Executive

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 85000.0 - 90000.0 USD per year

🔍 Financial Services

🔧 Requirements

3-5 years of experience in 401(k) Sales
5-8 years of experience in Financial Services
Prior wholesaling experience and experience with Financial Advisors
Strong knowledge of the competitive landscape in 401(k) industry
Demonstrated ability to drive sales

💡 Responsibilities

Drive small and mid-sized retirement plan business
Prepare and deliver group presentations
Activate new partnerships and communicate effectively
Demo PartnerConnect portal and sales processes
Fill the sales funnel with qualified opportunities

Presentation skillsClient relationship managementStrong communication skills

Posted about 1 month ago

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🔥 Senior Revenue Project Manager

Posted about 1 month ago

📍 United States

💸 130000.0 - 135000.0 USD per year

🔍 Retirement

🔧 Requirements

7+ years of proven experience in a project or program management role
Minimum Bachelor’s degree in business, operations, human resources, adult education, organizational development, instructional design, or related field
Excellent organizational, project, and time management skills; can juggle and prioritize multiple tasks with varying deadlines and stakeholders without dropping the ball
Proven track record of utilizing Agile Methodology successfully, as well as working with large sets of data and using metrics to determine and drive improvements
Experience owning program strategy, end-to-end delivery, partnering with SMEs (Subject Matter Experts) to complete project milestones, and communicating results to senior leadership
Ability to dive deep and fully understand the project, in order to make informed decisions.
Interpersonal, organizational, and critical thinking skills with adaptability to meet changing demands
Strong ability in leading virtual planning and project meetings with colleagues of varying leadership levels to attain stakeholder buy-in to move a project forward
Excellent verbal and written communication skills with an ability to streamline and explain complex issues to gain understanding and alignment
Expert with Smartsheet or similar project management software
Expert in the use of Google Suite and MS Office Suite applications and proficient in utilizing web-based tools (i.e., Zoom, GoogleMeet, MS Teams)
Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
A self-starting attitude and desire to learn new programs and systems and widen your knowledge base about the retirement industry and our product
Experience working in a fast-paced, high-growth software company where change is a constant

💡 Responsibilities

Manage a portfolio of complex, often technical initiatives that span one or multiple lines of business, ensuring we meet our outcomes.
Serve as the SME for project management best practices and contribute to the growth of the team/task force.
Lead project teams by defining clear project plans, driving project-specific meetings, setting realistic expectations, tactically guiding teams in and outside of your department to deliver project goals, and adhering to project scope and timeline.
Work autonomously in an ambiguous environment, seeking to understand business problems, automation limitations, scaling factors, boundary conditions, and reasons behind leadership decisions.
Apply analytical and critical thinking to proactively solve for the unknown and mitigate risks with speed without compromising quality (before they become roadblocks).
Own the entire project life cycle: successful project delivery will include full implementation from initiation to deployment for one major or several minor initiatives simultaneously.
Create and maintain project documentation and collaborate with stakeholders to ensure documentation is up-to-date while enforcing procedures.
Develop, implement, and govern KPI reporting for a portfolio of programs, providing visibility to the milestones and performance across all projects; provide the path forward to address areas of concern and collaborate towards a solution.
Work cross-functionally to identify gaps between teams, processes, and systems, help teams reduce exposure to classic failure modes (e.g., requirements not sufficiently understood or documented, ineffective cross-team collaboration, long-term impact(s) from third-party solutions, security not considered, insufficient stakeholder review, etc.) and have a strong bias for action.
Create executive status reports around your projects and lead cross-functional meetings.
Other duties as assigned by the business.

Project ManagementAgileData AnalysisSCRUMProject CoordinationJiraCross-functional Team LeadershipREST APICommunication SkillsAnalytical SkillsProblem SolvingAgile methodologiesAttention to detailOrganizational skillsTime ManagementWritten communicationDocumentationExcellent communication skillsAdaptabilityMS OfficeCritical thinkingVerbal communicationReportingData entryRisk ManagementData visualizationStakeholder managementProcess improvementChange ManagementConfluence

Posted about 1 month ago

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🔥 Senior Security Engineer

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 200000.0 - 220000.0 USD per year

🔍 Software Development

🔧 Requirements

Minimum 2 years in a security focused engineering role
Minimum 5 years in software engineering role.
Proficient coding ability in at least one modern programming language. E.g.Typescript/Javascript, Ruby, Java, Python, Golang
Practical experience securing cloud environments.
Strong communication skills: you can easily discuss complex technical concepts with both engineers and non-engineers.
Strong ownership and bias for action: You love to roll up your sleeves.
Leader and Mentor: You are a recognized leader in your areas of responsibility, and enjoy sharing knowledge and mentoring others.
Operational Excellence: you raise the bar on the quality of the software and infrastructure that you work on.

💡 Responsibilities

Build practical controls to improve the effectiveness and robustness of our engineering team
Foster a DevSecOps culture through education, automation, and tooling.
Secure our SDLC process through automation
Implement checks in pipeline
Perform security reviews of application code
Take part in team on call rotation for security events and monitoring alerts
Advocate and educate security best practices
Create tooling and automation to efficiently respond to security events
Partner with stakeholders to respond and mitigate security threats

AWSPythonSoftware DevelopmentSQLCloud ComputingCybersecurityCommunication SkillsCI/CDRESTful APIsDevOpsJSONScriptingSoftware Engineering

Posted about 1 month ago

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🔥 Senior Investment Analyst

Posted about 2 months ago

📍 United States

🧭 Full-Time

💸 100000.0 - 120000.0 USD per year

🔍 Retirement Planning and Advisory Services

🔧 Requirements

Degree in finance, accounting, or relevant field
8-10 years related experience
Series 7 and 63 licenses
CFA designation highly preferred
General knowledge of ERISA regulations

💡 Responsibilities

Oversee the selection and performance of investment options
Analyze and recommend changes to fund lineups
Facilitate automated investment advice to participants
Support the Investment Committee and participate in meetings
Monitor compliance with fiduciary standards

Data AnalysisAnalytical SkillsComplianceResearchStrategic thinkingFinancial analysis

Posted about 2 months ago

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🔥 Senior Software Engineer II

Posted 4 months ago

📍 United States

🧭 Full-Time

💸 185000.0 - 220000.0 USD per year

🔍 Retirement benefits

🔧 Requirements

Minimum 7 years of professional experience building and maintaining backend software.
Experience building large-scale backend systems, managing elastic workloads using queue/worker and streaming architectures.
Experience scaling database platforms (NoSQL, SQL).
Experience migrating to modern scalable technologies from monolithic systems while maintaining high reliability and availability.
Ability to quickly grasp the workings of accounting and 401k domains.
Strong desire to learn, exchange feedback, and grow.
Ability to think creatively and share knowledge with others.
Ability to write understandable, testable code with an eye toward maintainability.
Proactive and empathetic mindset.

💡 Responsibilities

Build and maintain business-critical software to process and record customers' retirement savings.
Improve complex processes and systems to make them more robust, higher performance, and require less human intervention.
Collaborate with other engineers and stakeholders to share knowledge and build expertise.
Write clean, high-quality code and tests while keeping the system fast and reliable.
Develop and analyze monitors and tests to assess performance, scalability, and reliability.
Develop ownership over critical retirement workflows and domains.
Deliver features and enhancements that improve complex processes and systems.
Make informed engineering tradeoff decisions.
Delight internal and external stakeholders.
Participate in development life cycle activities like analysis, design, coding, testing, and production release.

AWSBackend DevelopmentSQLNosql

Posted 4 months ago

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