Teams at Human Interest

Lead national financial advisory partnerships and a team of relationship managers. Build scalable partner-engagement infrastructure, enable sales teams, develop strategic initiatives, and convert relationships into pipeline, revenue, and long-term growth. Serve as executive sponsor for key accounts, collaborate with Product, Engineering, Sales, Finance, Marketing, and Operations, and manage partner training, account plans, conflict resolution, and performance improvement.

Lead the Customer Retention team, managing hiring, onboarding, coaching, case assignments, retention performance, concessions, commissions, and operational playbooks. Partner cross-functionally to identify churn drivers and improve customer outcomes. Develop predictive and AI-assisted outreach programs, report forecasts and results to leadership, and personally handle sensitive retention conversations. The role requires strong knowledge of retirement plan administration, negotiation, data analysis, and team leadership in financial services, fintech, or B2B SaaS.

Leads and develops a high-volume Sales Activation Coordinator team responsible for client outreach, retirement-plan document collection, intake quality, controlled-group setup, and handoff to plan design. Manages SLAs, capacity, coverage, forecasting, escalations, and performance metrics while partnering with Sales and Quality Control. Drives process improvements, SOP development, workflow automation, and technology adoption to improve conversion velocity, data integrity, and customer experience.