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Sales Strategy & Operations, Senior Analyst

United States, Remote (Pacific or Mountain time zone)

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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.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. 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.

About the role

Sales Strategy and Ops is at the core of the five major verticals of the business: Marketing, Sales, Partnerships, Onboarding & Customer Success. We are working with stakeholders to build an internal infrastructure to scale while also providing actionable insights to managers for workforce optimization.

We are a rapidly growing company and it’s essential that all teams are delivering maximum outputs.

The person in this role will be a trusted advisor to the go-to-market verticals (Sales, Partnerships, Marketing) on forecasted sales outputs, go-to-market function analyses, and productivity recommendations.

What you get to do every day

  • Collaborate closely with Sales leadership on weekly sales forecast outputs, identifying over/under-performing channels and supporting territory planning. 
  • Drive analyses, frame business problems, and communicate actionable insights with a bias towards execution. 
  • Lead cross-functional strategic projects, including structuring problems, implementing solutions, and measuring impact. 
  • Perform ongoing analysis of business performance to support daily operations. 
  • Manage bulk uploads for campaign management, task management, and recycled lead initiatives
  • Coordinate with StratOps teammates to improve sales organization systems and processes

What you bring to the role

  • 5+ years of experience in sales strategy, sales operations, or revenue operations. 
  • Strong knowledge of Salesforce reporting and best practices. 
  • Experience in sales forecasting, Salesforce reporting and analysis, and executive communication/data synthesizing. 
  • Excellent cross-functional communication, organization, and prioritization skills. 
  • Highly detail-oriented, with exceptional creative problem-solving abilities. 
  • Ability to work in an organized, efficient manner in a fast-paced environment with changing requirements. 
  • Collaborative, strategic mindset with a focus on revenue optimization. 
  • Startup and SaaS background preferred.
  • Must be located in either Pacific or Mountain time zone

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

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. 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: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
  • Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
  • Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
  • An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
  • Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

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 U.S. The base salary for this position spans $105,000 - $115,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

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.

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® (2023-2025)
  • 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. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

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 applicantaccommodations@humaninterest.com.

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

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