Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Social security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future 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.

Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right:

In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

Are you looking for an opportunity that properly utilizes your analytic and program-creating skills, resulting in a truly positive effect on colleagues’ careers? A position where leadership values and listens to your direction for the improvement of employee outcomes and effectiveness?

Our Sales Enablement Team is seeking an individual to add significant value to our Revenue vertical by telling the story behind the data to make the best educational and resource allocation decisions that aid in seller, partner, and implementer success. This position will establish a data-driven coaching strategy that becomes the linchpin between education and sales success through acquiring data from Data Analytics and Revenue Operations, assembling, analyzing, interpreting, and recommending the next steps. This individual will draw upon their analytical experience to help Enablement discover key insights hidden in vast amounts of data and help the team make smarter training and employee coaching decisions. This position is an individual contributor role reporting to the Head of Performance Management. This individual thrives on a high-energy environment, relentless change, and building scalable processes. 

What you get to do every day

• Own the Revenue Enablement Team’s seller “Health Card” database to determine customized and personalized training and coaching for each team member. 
• Utilize Health Card data to determine content, trainer assignments and training delivery methods, recommend content and training delivery enhancements, and improve productivity tools usage and messaging approach.
• Consolidate key seller KPIs including seller performance, activity, and engagement to recommend the best avenues for seller effectiveness delivered through customized and personalized education.
• Evaluate and determine the extent of utilizing current tools such as Ambition, Salesforce, Tableau, and Smartsheet.
• Analyze Salesforce reports and dashboards to monitor and investigate trends and areas of training opportunities.
• Collaborate with Analytics and Revenue Operations areas to develop and maintain performance training metrics, measurements, methods, and targets.
• Facilitate continuous process improvement activities to ensure standardization and consistent sales teams processes across the Revenue Team.
• Work with process owners to create and improve Revenue’s metrics and goals.
• Drive qualitative and quantitative analysis, addressing ambiguity in available data and input.
• Advise Enablement and Revenue leaders and trainers on navigating sensitive low performer scenarios.
• Strategically analyze the needs and motivations of Revenue team members and recommend strategies to keep them engaged, productive, and mission-focused.
• Continually seeking out optimization opportunities in and outside of our performance management software, systems, and processes.
• Evolve internal talent and performance processes for scale and sustainability
• <10% travel to San Francisco headquarters.

What you will accomplish

• Partner with the Head of Performance Management to build data-driven “Health Cards” that will generate recommendations to determine targeted training based on a seller’s needs, role, results, activity, and engagement.
• Own the day-to-day operations of the Health Card database.
• Build and monitor a Four-Level Training ROI model to track where gains ineffectiveness can be achieved, cost reductions realized, risks mitigated, and the revenue generation affected. 
• Partner with the Data Analytics and Revenue Operations teams to build the methodology for tracking, reporting, and analyzing seller performance and engagement metrics.
• Determine activity, productivity tool usage, and onboarding ramped-and-ready speed standards.
• Independently produce presentations and materials for Revenue leadership meetings and senior management updates.
• Formulate hypotheses and identify actionable insights that may challenge the status quo.

What you bring to the role

• BA/BS degree or equivalent years of experience required.
• Minimum three years of project/performance management or data analytics experience.
• Minimum two years of experience creating custom reports and dashboards within a CRM.
• Expertise working within CRMs (preferably Salesforce) and data management tools (preferably Tableau).
• Expertise in Excel and familiarity with reporting packages such as Oracle, Qlikview/QlikSense, any dashboarding/BI tools.
• Ability to match/merge databases to facilitate appropriate analyses.
• Strong analytical skills with the ability to think critically and independently.
• Love numbers and spreadsheets, but also thrive on understanding what the data is saying and presenting that story to non-data-driven colleagues. 
• Able to data management including auditing and resolving data integrity issues.
• Self-starter, able to drive tasks to completion with minimal oversight.
• Must be able to exercise good judgment regarding information that may be confidential.
• Customer service-focused with the ability to work collaboratively with several teams simultaneously.
• Excellent attention to detail and comfortably pivots into complex strategy discussions informed by data and research.
• Proficient in the use of Google Suite.
• Demonstrated ability in the use of technology (PCs and Macs) and quickly learning new software.
• Proven track record of meeting and exceeding team objectives.

      Nice to have

• Experience working at successful fast-paced SaaS, B2B, or Fintech companies particularly those in growth mode.
• Experience utilizing project management and reporting tools such as SmartSheets and Tableau. 
• Experience working with seller insight tools such as Ambition or Level Eleven.
• Experience working with Outreach, Highspot, Salesforce, Salesforce Maps, LinkedIn Sales Navigator, Slack, Gong, and Ambition.
• Deep understanding of financial industry processes and regulatory compliance, particularly surrounding 401(k) and retirement savings plans.

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

About Human Interest: 

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Human Interest is seeking to build a best-in-class product to help small businesses give their employees a path to financial independence. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a 2021 Top Company by Y Combinator, we’re looking for incredible talent to help us achieve our mission: ensuring people in all lines of work have access to retirement benefits. Human Interest has raised $305M and is backed by leading investors that include TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Inclusive collaboration makes us a better business

We deliberately build processes to create a workplace where all are welcome and accepted. We're proactive and purposeful in prioritizing diversity and inclusion internally not only because it's the right thing to do, but also because we believe it's the only way to effectively create products and services that can be truly helpful to all people.

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.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

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 for employment qualified applicants with arrest and conviction records. We comply with CCPA guidelines. 

https://humaninterest.com/disclosures

We comply with CCPA guidelines.