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Sales Operations Manager

Captain401, San Francisco

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Sales Operations Manager

ABOUT HUMAN INTEREST

Human Interest is a Y Combinator-backed company that offers an easy and affordable 401(k) retirement plan for the modern workforce. We've built an automated, paperless 401(k) that makes it possible for small and medium-sized businesses to offer a 401(k) benefit to their employees -- something that only 14% of them are able to do today. In doing so, we're empowering businesses of any size to safeguard the financial futures of their employees.

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, or any other characteristics protected under federal, state, or local laws.

DESCRIPTION

Human Interest is building a retirement investment product for every small business in the United States. We make it possible for any small business to easily offer their employees a best-in-class 401(k) affordably, and our low-fee investment advice means that their employees will have more money for retirement.

We're disrupting a massive but broken industry. Current 401(k) solutions for small businesses are built on legacy software, involve physical paper forms, and are sold with shady kickbacks to financial advisors whose interests are misaligned with the financial well-being of their clients. We're a customer-first product and service. We're already operating 401(k) plans at hundreds of companies, and have been growing rapidly since our inception in 2015.

As the first Sales Operations Manager at Human Interest, you'll play a key role in reaching and helping more small businesses across the United States by optimizing our marketing and sales processes, vendors, and tools. This is the job for you if you love finding efficiencies, identifying patterns, and debugging workflow issues.

RESPONSIBILITIES

  • Rigorously vet and manage vendors and third party tools for individual salespeople and managers
  • Evaluate the sales flow, from lead to close: lead scoring, funnel optimization, and conversion rates
  • Set up and maintain an entirely new instance of Salesforce
  • Report on sales performance and spend
  • Be the point of contact for all CRM questions from our marketing, sales, and finance teams
  • Analyze lead data and sales processes to find opportunities for efficiency
  • Establish, maintain and document processes that you will establish for the sales team

REQUIREMENTS

  • BA/BS degree
  • 2+ years of operations experience at a startup
  • Experience setting up Salesforce and/or working with Salesforce implementation specialists and consultants
  • Experience working with Hubspot, Marketo, and/or Pardot
  • Experience negotiating with and managing vendors and contractors
  • Advanced Excel skills
  • Basic SQL and AJAX skills

Why Work With Us?

Our Team

  • We just closed our Series A round of funding, and we count hundreds of businesses all over the United States as our lovely customers. We're proud to be working with business owners and employees who are doing amazing work across a variety of industries: technology, construction, retail, medicine, nonprofit, and many more!
  • We have a world-class team from diverse backgrounds, each with a track record of success. We come to work every day knowing we're working on an important problem: helping people save for retirement at a critical time when pensions are going extinct and Social Security isn't enough.

Our Mission

  • We believe that all individuals deserve the opportunity for a secure financial future. We want idealistic and talented people to join our team of doers and builders.
  • You'll be given autonomy and many responsibilities, all while working with a fun and passionate team of entrepreneurs. Above all, you'll help us solve the #1 financial concern for Americans: not having enough money for retirement.

Diversity and inclusion help us do better as a business, and 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 acknowledges the fundamental value and dignity of all people. We've pledged ourselves to developing and maintaining an environment that respects diverse traditions, ideas, heritages, and experiences. We're committed to honoring our differences by accepting nothing less than equitable treatment of all applicants and employees.

Our Benefits

As an employee benefits company, benefits are very important to us, and Human Interest's philosophy is to be generous when it comes to employees' wellness. Here's what we currently offer:

  • A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation.
  • Top-of-the-line health insurance plans, as well as dental and vision insurance, with premiums fully paid for by the company.
  • An annual membership to One Medical Group, with membership fees paid by Human Interest.
  • Commuter benefits (use pre-tax money to pay for public transportation, with the company contributing $30/mo)
  • FSA with an employer contribution of $500 per year.
  • Dollar-for-dollar match of employee donations to non-profit 501(c)(3) organizations, up to $500 per year.
  • Healthy snacks and drinks available at our office.
  • Parental leave policy
    • Primary caregivers: 16 weeks PTO
    • Secondary caregivers: 8 weeks PTO
    • Time off can be taken any time within the first 12 months of the child's birth

Our Perks

  • Office just a short walk away from Montgomery BART and MUNI
  • Conference room with video games and couches!
  • Regular team offsites retreats and fun events
  • Well-stocked snack kitchen
  • The highest quality coffee and teas

We have a very particular philosophy when it comes to perks. We believe employer funds are best spent on making our team bond and be more productive, while also investing in the long-term physical, financial, and emotional well-being of our employees.

 

About Captain401

About us Captain401 offers the easiest and most affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We are an automated, paperless 401(k) that reduces all administrative burden for our customers. Enrolling in our plan takes just a few minutes and our website is simple and user-friendly for both employers and employees. Captain401 provides innovative solutions for a massive problem—as of 2015, U.S. retirement assets totaled $25 trillion. Even so, less than half of Americans have saved enough for retirement. We want to change that. Captain401 is backed by Y Combinator, SoftTech VC, SV Angel, CrunchFund, Slow Ventures, and other top Silicon Valley investors.

Captain401

Want to learn more about Captain401? Visit Captain401's website.