Customer Success Support Associate

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, including Marshall Wace, Baillie Gifford, Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

As a Customer Success Support Associate at Human Interest, you are the frontline face of the company. You demonstrate your passion for helping customers maximize our retirement savings platform, solve problems, and thrive on challenges. Customer Support Associates benefit from a defined Customer Success career ladder with opportunities for growth.

• Manage a steady volume of inbound customer inquiries, primarily through phone, live chat, and email conversations
• Identify the root of customer needs to resolve inquiries completely in just one touchpoint
• Document thorough notes on every case to ensure important context, actions taken, and next steps are properly captured
• Work cross‑functionally with internal and external partners to solve customer issues
• Provide best‑in‑class customer service
• Work in a fast‑paced environment
• Manage follow‑ups with customers as required
  
  Support other areas of the organization when needed
• Meet company performance standards and adhere to a workforce management schedule

• 1+ years of experience in a customer‑facing role (customer support, account management, or call center), or equivalent college experience
• Passion for serving customers
• Strong organizational skills and ability to juggle multiple tasks with varying deadlines and stakeholders
• Ability to communicate with confidence, professionalism, and empathy over phone, live chat, and email
• Composure in high‑stress situations while conveying empathy for customers
• Meticulous attention to detail and a habit of avoiding typos and catching discrepancies
• Demonstrated ability to remain highly productive and organized in an open‑office, high‑noise environment

• Located in the Lindon, Utah office (Monday‑Thursday) with flexibility to work remotely on Fridays
• Standard Monday‑Friday work schedule with no weekends or evenings
• Full‑time position, 40 hours per week

Human Interest tackles a national challenge and offers you a chance to architect and scale solutions that bring financial security to employees nationwide. You will solve complex problems, drive innovation, and advance your career alongside a dedicated, mission‑driven team. Together we value hard work and recognize each member’s contributions.

• Customer obsession: we focus on creating amazing experiences for our customers.
• Long‑term orientation: we build lasting legacy and think strategically.
• Autonomous and accountable teams: we trust our members to take ownership.
• An escalating bar for talent and performance: we continuously raise expectations.
• Fundamental optimism: we view challenges positively and pursue improvement.

The base salary for this position ranges from $18.00 to $20.50 per hour, depending on location, skills, and experience. Additional compensation components may include bonuses, commissions, and equity. All employees receive a robust rewards package, including physical, financial, and mental wellness benefits.

• 401(k) plan with dollar‑for‑dollar employer match up to 4% of compensation, immediately vested, and zero plan fees
• Top‑of‑the‑line health, dental, and vision plans
• Competitive time off and parental leave
• Unlimited access to digital tools, financial professionals, and a knowledge center for equity and wellness
• Enhanced mental health support for employees and dependents
• Fertility healthcare and…