Sales Support Specialist

Posted 6 Days Ago
Hiring Remotely in United States
Remote
Mid level
Fintech • HR Tech • Social Impact • Software • Financial Services
We offer an easy and affordable 401(k) retirement plan for the modern workforce.
The Role
The Sales Support Specialist will assist the sales team by processing contracts, communicating with customers, managing account records, and supporting sales initiatives. The role involves upselling services and handling administrative tasks related to contracts and client interactions.
Summary Generated by Built In

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 more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

This is an opportunity to evolve the customer strategy of a fast-growing company.

Human Interest is rapidly expanding to help more businesses offer their employees retirement benefits. We are seeking a Sales Service Specialist skilled in engaging with customers, processing contracts, updating account records in various systems, and supporting cross-functional sales initiatives. The ideal candidate should possess the ability to communicate clearly and professionally, use critical thinking to problem solve issues with products or orders, and have basic spreadsheet and word-processing software skills. Reporting to the Manager of the Revenue Program, this role plays a critical part in providing valuable support to our sales representatives and effectively responding to customer and prospect queries.
About the role
The Revenue team is a super fast-paced yet outcomes-driven team. The Sales Support Associate is a customer-facing role that supports Revenue’s go-to-market team with post-sales-related contract/amendment changes and other ad hoc projects. This is a highly cross-functional position that will partner with different organizations on a day-to-day basis to ensure a seamless customer experience. Oh, and as we go 24,791 mph, you should be comfortable with speed and change.

What you get to do every day

  • Upselling customers on Essentials to Complete or Concierge. 
  • After a deal is closed-won, there may be times when we need to send a new order form, amendment, or broker on record form. You will be responsible for sending and chasing DocuSign agreements. This will require calling and emailing customers.
  • Monitor different systems (Hubspot, Salesforce, etc.) and reports to pull the right information then send out DocuSign requests.  
  • Other projects such as payroll migration, data-sharing agreements, tracking customer elections, etc.

What you bring to the role

  • Bachelor's degree or a minimum of three years of experience in inside sales, customer service, or billing specialist role.
  • Proven work experience as a Sales Support Specialist or in a customer-facing role.
  • Ability to think critically and solve problems.
  • Strong organization, time management, and administrative skills with the ability to manage multiple priorities and deadlines at a given time.
  • Excellent listening, interpersonal, written, and verbal communication skills – you have the ability to communicate and present effectively, thoughtfully, and on your feet with various types of audiences.
  • Experience working in a fast-paced, high-growth software company where change is a constant.
  • Self-starter, ability to determine task urgency, execute detailed action plans, and assist with high-quality outcomes.
  • Proficient in Google Docs, Sheets, Salesforce, Zoom, and other computer software programs.
  • Able to function independently, as well as collaboratively with other team members.
  • Positive attitude and commitment to continuous improvement.

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.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

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

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $19.24 - $24.04 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. This position has a 10% quarterly variable. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

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 awards and accolades:

  • Certified as a Great Place To Work® (2023-2024)
  • Fortune Best Place to Work in the Bay Area (2024)
  • Best Places to Work by Built In (2023-2024)
  • America’s Best Startup Employers by Forbes (2020-2022, 2024) 
  • A Top Company by Y Combinator (2020-2023)
  • Inc. Fastest Growing Companies (2021)


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.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [email protected].

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures

The Company
HQ: San Francisco, CA
815 Employees
On-site Workplace
Year Founded: 2015

What We Do

Human Interest exists to close the retirement savings gap in America. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

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