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Lead FP&A for Product, Engineering, and Customer Support by building forecasting models, capacity plans, and dashboards. Drive churn/retention analysis, cost-to-serve optimization, MBR execution, and ad-hoc financial analysis to inform cross-functional strategy.

Lead and coach a team of relationship managers to deliver exceptional service for high‑revenue retirement plan sponsors. Own escalation resolution, SLA governance, process optimization, cross‑functional collaboration, retention, and growth opportunities while translating client objectives into team strategy.

The Partner Account Manager develops and amplifies referral relationships with partners, builds strategic networks, manages accounts, and resolves partnership issues.

The Partner Account Manager will engage and develop key accounts, build referral networks, and collaborate with various teams to drive growth and generate leads.

Lead sourcing, structuring, and closing high-value partnerships across payroll, brokers, PEOs, financial institutions, and embedded fintech. Own partnership strategy, commercial negotiation, cross-functional integration, initial activation and handoff, and executive reporting to drive measurable revenue and scale distribution of Human Interest's retirement platform.

Lead product strategy and roadmap for a dedicated engineering team in the retirement-fintech platform. Define outcomes, measure business impact, prototype rapidly (using AI), partner across design, engineering, operations, revenue, and compliance, and use data to validate decisions and deliver scalable, compliant products.

Lead a team of Payroll Connection Specialists to enable payroll integrations across 400+ providers, meet OKRs and KPIs, resolve escalations, optimize operational workflows, partner cross-functionally on 401(k) contribution processing, and drive continuous improvement and strong customer experiences.

Ensure 401(k) plan launches comply with product capabilities and regulations by auditing benefit analyses, plan documents, and system setups. Research conversion plan documents, identify and mitigate compliance risks, respond to high volumes of compliance inquiries, and collaborate with Sales Activation and onboarding teams to verify accuracy prior to plan launch.

Design, build, and maintain user-facing and foundational backend services; improve system reliability and automation; collaborate with stakeholders; own domains; mentor engineers; integrate and direct AI agents across development lifecycle.

Lead and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors. Own end-to-end advisor-channel sales processes, forecasting in Salesforce, partner relationships, cross-functional coordination, and performance management. Travel nationally for field rides and industry events to grow distribution and launched revenue.