Human Interest

• Define and maintain data governance standards including access controls, data lineage, and contracts between data producers and consumers • Lead the technical direction and evolution of our data platform as we move toward an AI-first data infrastructure. You will design for AI consumption, unstructured data access, and integration with AI tooling from the ground up. • Build and scale data pipelines and architectures that make data accessible and useful to both human analysts and AI systems. • Own end-to-end design and development of scalable data pipelines, from ingestion and orchestration to transformation and delivery, using tools including AWS, Terraform, Airflow, Snowflake, dbt, Meltano, Python. • Drive data platform reliability through performance optimization, data quality monitoring, and SLA-based prioritization of our most critical data assets. • Leverage and champion AI-assisted development tools, including Claude Code, to accelerate development velocity across the team. • Mentor data engineers and analysts, raising the technical bar across the team.

• Utilize your leadership experience to build and develop a high-performing and engaged team while also promoting a safe environment for people to experiment, learn, and grow. • Drive the team's adoption of AI-powered development tools to the leading edge. • Set the vision for and guide the team towards creation of our AI platform. • Ensure there is a clear shared vision for the Shared Services platform within the team, and a roadmap for how to get there. • Leverage your engineering experience to mentor engineers to build quality software, and partner with Staff engineers on durable platform decisions. • Work closely with your cross-functional teams — Product, TPM, Information Security, and consuming engineering teams. • Ensure our shared services are delivered with high quality by monitoring and improving customer-perceived reliability, performance, and developer experience. • Drive adoption of shared platform capabilities across HI engineering, partnering with consumer teams to onboard them and incorporate their feedback. • Make intelligent trade-offs while balancing, communicating, and prioritizing the needs of your team, your platform consumers, and the business as a whole. • Establish and embody necessary processes and practices that enable the team to successfully develop, support, and maintain our solutions, including on-call hygiene and incident response. • Attract, recruit, and retain motivated and engaged engineers, building on and complementing the diversity of our teams.

Role Description Human Interest, the Retirement Industry Disruptor, is evolving how partnership channels are built. We are seeking a highly motivated, tech-forward, and results-driven Inside Partner Account Manager (Inside PAM) to join our dynamic Inside Sales & Emerging Markets organization in our beautiful office in Lindon, Utah. In this role, you will leverage a cutting-edge revenue engine and an elite tech stack to systematically identify, unlock, and manage vast partnership "whitespace" across the country through a modern, highly scalable professional SaaS sales motion. What you get to do every day - Utilize modern data scraping, mining methodologies, and advanced prospecting tech stack tools to uncover net-new CPA and Accountant firms across unengaged geographic territories. - Maintain an impeccable sales funnel that is predictable and flowing smoothly through each stage, setting and facilitating meetings to consistently generate high-quality leads. - Design, execute, and iterate on high-volume cold outreach and nurture campaigns to bring the disruptive Human Interest partnership story to key accounting stakeholders for the first time. - Elevate "First Contact to Lead Speed," ensuring rapid transformation of cold data into highly engaged, active referral accounts. - Train partners on Partner Connect, our industry-leading product specifically designed for CPAs and accountants. - Build, mature, and amplify net-new referral relationships with CPAs and Accountants, demonstrating how a modern, automated 401(k) platform adds immense strategic value to their advisory practices and their clients. - Position Human Interest competitively against stagnant legacy options, educating partners on exactly how we are best positioned to partner with them today and support their growth into the future. - Drive predictable pipeline throughput and meet or exceed core metrics, including: Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended. - Efficiently scale, nurture, and manage an extensive portfolio of active partner accounts when fully ramped, keeping engagement high through structured digital touchpoints. - Maintain meticulous, trackable, and detailed records of all sales cycles, touchpoints, and account milestones within Salesforce and Outreach. - Collaborate cross-functionally with Partner Marketing, Inside Leadership, Product, and Legal to optimize targeted messaging and scale demand-generation activities (webinars, educational co-branded materials, etc.). Qualifications - Experience: 2+ years of successful experience in a quota-driven sales, business development, or partner management environment. - Successful: A proven track record of success meeting or exceeding outbound activity and pipeline-generation goals in a high-performance sales ecosystem. - Passionate: You are a highly motivated individual contributor and relationship builder who can operate independently, drive their own daily activity, and take extreme ownership of their territory. - Dynamic & Resilient: You thrive in a fast-paced, high-growth environment and bounce back from setbacks quickly. You are resourceful and consistently find creative ways to open doors. - Solutions-oriented: A willingness to get your hands dirty, dig into the data, and proactively solve operational partnership challenges to ensure a smooth partner journey. - Extraordinary Communication Skills: Exceptional verbal, written, and video presentation skills. People trust you naturally and sense that you are advocating for a mission you genuinely believe in. - Tech-savvy: High comfort level working with modern tools like Salesforce and Outreach to manage sales cycles, map whitespace, and maintain a predictable pipeline. - Growth Mindset & Coachable: You actively embrace constructive feedback, hold yourself accountable, and have a strong ability to absorb continuous training and successfully execute professional SaaS sales motions. - Experience within the B2B SaaS, fintech, or SMB channel spaces—specifically working with CPAs or accountants—is highly desirable. - Completed coursework or participation in College-Level Professional Sales Programs is a significant bonus. 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. - Competitive time off and parental leave. - 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. - Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

• Work full cycle deals from demo complete to close. • Research and target companies using prospecting tools. • Build and manage a pipeline. • Learn and demonstrate our platform to new prospective customers. • Negotiate contracts • Record and document all sales activities in Salesforce.com. • Successfully utilize all sales tech tools.

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit 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

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit 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

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit 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

• Lead retention conversations with plan sponsors, advisors, and administrators who have expressed intent to cancel, working to understand the underlying concerns and identify solutions that preserve the relationship with Human Interest while reinforcing the value of Human Interest’s platform and services. • Apply objection-handling, value re-anchoring, retention strategies and pricing levers within defined approval thresholds to secure saves and maintain profitability, managing each case from first contact through resolution. • Execute targeted outreach to customers identified as at-risk by HI's churn model, intervening before cancellation intent is formally expressed. • Identify underlying drivers of churn and collaborate with internal teams including Product, Operations, Compliance, and Support to implement process improvements and platform enhancements that strengthen the customer experience and reduce future churn. • Partner with Customer Account Managers on high-value and relationship-sensitive cases, contributing retention expertise while maintaining case ownership through resolution. • Document customer interactions, save activities, and outcomes in Salesforce to support accurate retention reporting and ongoing strategy development. • Surface recurring patterns in cancellation drivers to the relevant internal teams with structured data to inform systemic improvements. • Other duties as assigned.

• Work full cycle deals from demo complete to close. • Research and target companies using prospecting tools. • Build and manage a pipeline. • Learn and demonstrate our platform to new prospective customers. • Negotiate contracts • Record and document all sales activities in Salesforce.com. • Successfully utilize all sales tech tools.

Role Description Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than 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. What you get to do every day: - Work full cycle deals from demo complete to close. - Research and target companies using prospecting tools. - Build and manage a pipeline. - Learn and demonstrate our platform to new prospective customers. - Negotiate contracts. - Record and document all sales activities in Salesforce.com. - Successfully utilize all sales tech tools. Qualifications - You have at least 2 years of work experience in a sales role, preferably at a startup. - You have a demonstrated track record of exceeding your quota. - You love closing deals and helping businesses by delivering a product that has concrete value. - You're solutions oriented - you recognize objections and help your customers see value in our product regardless of their knowledge of our industry. - Extraordinary communication and interpersonal skills — people trust you and get the sense that you are advocating for something in which you believe. - You have experience working with high-velocity sales cycles or selling to small businesses. - You're resilient — you bounce back from setbacks quickly, are resourceful, and find creative ways to get things done. - You're comfortable with a wide range of sales tools, including Salesforce or other CRMs. - You have a passion for solving big problems and having an immediate and positive impact. - Ability to embrace feedback and hold yourself accountable. - The ability to learn technology basics and apply them to business situations. 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. - Competitive time off and parental leave. - 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. - Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. Company Description Human Interest is a high-growth fintech company changing the retirement industry. We are backed by a number of investors, including: - Marshall Wace - Baillie Gifford - BlackRock - TPG (The Rise Fund) - SoftBank - Glynn Capital - NewView Capital - USVP - Wing - Uncork - And more. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team: - Customer obsession: We're all about creating amazing experiences for our customers. - Long-Term Orientation: We're not just playing for today; we're building a legacy. - Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. - An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. - Fundamental Optimism: We see the glass as half full and believe in the power of positivity.