Human Interest
We offer an easy and affordable 401(k) retirement plan for the modern workforce.

Trainer ll, Customer Success Operations at Human Interest (Remote)

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Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. Nearly half of all working Americans are not saving enough for their future 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.

Our values (the guiding principles that reflect our view on what’s important and what’s right): In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

Revenue Marketing & Enablement is the backbone of the Revenue team, supporting Sales, Partnerships, Customer Onboarding, and Customer Success. This dynamic team is seeking a high-energy, adaptable, and self-starting Trainer who wants to create meaningful learning experiences through practical, effective, and scalable training. The CSO Trainer II will work closely with Revenue leaders, Partner Marketing, and other Enablement team members to develop and deliver critical training programs while keeping the learner’s experience and journey as their guiding light. This role reports to the Training Manager.

You’re the right fit for this role if you have a passion for the adult learning process, seek out collaborative environments, thrive on problem-solving, and default to action. And as we go 24,791 mph, you should be comfortable with change.

What you get to do every day

  • Maintain working knowledge of multiple functional areas, deliver training that takes into account the confluence of processes that may be opaque to practitioners of a single discipline
  • Address learning outcomes that require significant prerequisite skills. Prepare team members who have already proven themselves at the entry-level. Engage advanced learners with content that not only recognizes but capitalizes upon shared experiences and veteran insight
  • Leverage subject matter expertise outside the realm of training. Consult with the product, platform, and process teams to supply an accurate amount of Human Interest functions and advise on improvements as needed
  • Facilitate instructor-led training courses, guide employees through self-led learning content, and take ownership of the training process by conducting impactful sessions without supervision
  • Evaluate trainees and provide feedback to managers on performance. Establish criteria for successful completion of training and conduct assessments to measure employee performance
  • Independently create training processes and materials with little to no supervision, and collaborate with subject matter experts to ensure content is aligned with business objectives
  • Review training content at regular intervals to ensure it is up to date and accurate, and complete necessary changes to instructor-led and eLearning content
  • Serve as an ambassador for Human Interest, welcoming new team members and ensuring they have a successful onboarding experience in their role
  • Partner with operational leadership to review training needs and knowledge gaps, develop a plan to address them, and close the loop with data

What you will accomplish

  • Cement our training culture by demonstrating the value of the training function outside the virtual classroom. Inspire trust in a trainer’s ability to play an integral role in improvements across the organization
  • Build expertise by becoming a subject matter expert for given areas within the Operational ecosystem. Become a trusted advisor for difficult-to-solve or edge case scenarios
  • Deliver top-tier training programs that engage learners, excite them about their role, and empower them to be successful. Achieve top-tier feedback from learners and leadership team members
  • Increase efficiency by identifying areas for process improvement and collaborate with appropriate stakeholders to optimize policy

What you bring to the role

  • BA degree or equivalent years of experience is strongly preferred
  • Experience using Salesforce or other Client Relationship Management system
  • Three to five years of experience in teaching, training, or related field
  • Two or more years of experience and expertise in the subject matters for which training will be provided
  • Understanding of SaaS business motions and customer lifecycle
  • Proven customer management skills with large and complex accounts
  • A passion for people with a history of developing, mentoring, training, and up-leveling skills
  • Proven track record of meeting and exceeding team objectives
  • Excellent written and spoken communication
  • Ability to develop working relationships at all levels of management, both inside and outside Human Interest
  • Possess top-notch organizational and analytical skills, including the ability to use data to inform business decisions and achieve goals
  • Startup and SaaS background is preferred

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Compensation - The salary range for this role is between $65,000 - $80,000. This information reflects a base salary range for this position based on current market data, and may vary by location. Exact compensation will be determined by the candidates' skills, experience, and other relevant factors. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.

Benefits - 

  • A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation. 
  • Employees also receive 100% paid employee health, vision, and dental premiums; dependent premiums are covered at 50%. 
  • Generous PTO and parental leave policies.
  • Monthly work from home stipend; annual wellness stipend.
  • Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech.
  • Fun online and regional events and celebrations and department and company-wide offsites.
  • The vast majority of our positions can be 100% remote.

About Human Interest

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a Top Company by Y Combinator, we’ve raised $337M and are backed by leading investors, including TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Inclusive collaboration makes us a better business

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.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

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:

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Candidate Location Eligibility:
San Francisco, CA

Technology we use

  • Engineering
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases

What are Human Interest Perks + Benefits

Human Interest Benefits Overview

At Human Interest, one of our top priorities is to maintain the health and well-being of our employees and their families. To achieve this goal, we offer a robust and holistic suite of benefits with a variety of options to best meet our employee's needs including stock options, health, dental, and vision insurance, 401(K) match, monthly work from home stipend, generous PTO policy, annual FSA contribution, generous parental leave, annual wellness stipend, charitable donation match up to $1k per year, and comprehensive training and professional development via Beacon U plus an annual education stipend.

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Team based strategic planning
Pair programming
Open office floor plan
Highly diverse management team
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Cross functional training encouraged
Promote from within
Continuing Education stipend

An Insider's view of Human Interest

How do you collaborate with other teams in the company?

Every day I have the privilege of working alongside engineering, design, data, and marketing teams. Everyone brings their own unique viewpoints which creates a highly collaborative and dynamic environment.


Product Manager

What does career growth look like on your team?

Growth on my team isn't always by title. It means developing leadership skills regardless of the role and taking on new challenges. This is not going to be the last place people will work so I want them to be able to learn and grow as much as possible in the time they are here and to take that hopefully positive experience wherever they go next.

How do you empower your team to be more creative?

Highly-effective teams are composed of highly-effective people. At Human Interest, we recognize that talented individuals are natural builders with a strong ownership mindset. Empowering a highly-talented team means trusting them with challenging goals and providing them with just the right level of support. When the right balance is struck, owners


Chief Technology Officer

What are some social events your company does?

We’re big on finding ways to engage our teams, no matter where employees sit. From speed dating-style Zoom meet-and-greets to partnering with our Pride ERG for Drag Queen Bingo, we offer a diverse range of events to cultivate connectedness and community building. Pre-pandemic, our in-person events included happy hours, holiday parties, and picnics.


Culture and People Enablement Manager

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