Human Interest · 4 hours ago
Sales Activation Operations & Insights Analyst
United States
Full-time
Remote
Mid Level
$70K/yr - $80K/yr
3+ years expHuman Interest is a high-growth fintech company focused on providing retirement benefits to all workers. The Sales Activation Operations & Insights Analyst will evaluate onboarding processes, analyze data for process improvements, and collaborate with various departments to enhance systems and tools for the onboarding team.
Employee BenefitsFinanceFinTechRetirementWealth Management
Responsibilities
Evaluate existing onboarding processes to identify inefficiencies, develop comprehensive improvement plans, and execute changes to optimize workflows
Analyze onboarding data and insights to identify trends, bottlenecks, and areas for process improvement, providing data-driven recommendations to stakeholders for informed decision-making
Collaborate cross-functionally with various departments (including Sales, Customer Success, and Engineering) to build, improve, and optimize systems and tools utilized by the onboarding team
Contribute to strategic initiatives aimed at boosting revenue growth, aligning with overall company objectives
Create, and track all onboarding targets, ensuring alignment with organizational goals while providing regular updates on progress
Work with Customer Onboarding teams to troubleshoot issues to ensure there are no delays in the onboarding process
Ensure our product meets customer and partner expectations by executing quality assurance testing as needed
Manage case and project load effectively, and follow up with internal stakeholders as required
Monitor onboarding procedures & reporting, maintain problem logs, and report issues to managers and product developers
Assist Onboarding Operations Manager by planning, tracking, documenting, and reporting quality levels, as well as coordinating any further functions relating to the operations of onboarding
Assist in building out tools and tracking to help construct/change processes and procedures that enables the onboarding team to successfully monitor and manage workloads efficiently
Qualification
Required
3+ years of experience working in business operations or sales operations
Excellent organizational, project, and time management skills. Can juggle multiple tasks with varying deadlines and stakeholders effectively
Excellent verbal and written communication skills
The ability to maintain standards for reliability and performance of production
Strong problem-solving and analytical skills
Critical/Logical Thinking
Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
Experience working with various collaborative systems such as Salesforce, Tableau, Google and Smartsheet
A self-starting attitude and desire for learning new programs and systems and widening 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
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
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
501-1000 employees
H1B Sponsorship
Human Interest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (5)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Leadership Team
Jeff Schneble
CEO
Ayaskant Sahu
Senior Engineering Manager
Recent News
2026-01-15
Soma Capital
2026-01-07
2026-01-06
Company data provided by crunchbase