Manager, Customer Success Operations

About Human Interest

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

As an Operations Manager within Customer Success & Operations, you will lead a team responsible for the accurate and timely execution of financial transactions and money movements on behalf of our clients and their participants. Operations at Human Interest serves as a critical connection point between our Customer Success Team—which partners with both the employers who offer 401(k) plans and the employees who participate in them—and our Product and Engineering teams. In this role you will act as a translator, turning frontline customer experience insights from CS into actionable input for Product, while ensuring that product and process changes are operationalized effectively for the people your team serves. You will bring a strong understanding of the transaction lifecycle within a 401(k) or similar regulated financial product, and you will pair that knowledge with an unstoppable drive to improve, automate, and scale operations—always with the discipline to stay lean. Above all, you will never lose sight of the fact that there is a real person behind every name and number on the screen.

About The Team

The CS Operations organization sits at the heart of Human Interest's mission to make retirement savings accessible. Our teams ensure high-value financial transactions for thousands of participants every day are handled seamlessly—ensuring every dollar lands in the right place, on time, and in full compliance with regulatory requirements. We operate in a highly regulated environment where errors carry real and substantial financial risk, so precision is non-negotiable. We maintain data integrity through rigorous review, quality control, and escalation protocols, and we collaborate closely with Customer Success, Engineering, Product, and Compliance to optimize workflows, surface operational insights, and continuously improve the customer experience. We partner tightly with peer teams across Operations to share best practices, understand shared challenges, and strengthen Operations as a whole. We are an organization that values accuracy, innovation, and a deep sense of responsibility to the people whose financial futures depend on what we do.

What You Get To Do Every Day

• Coach, develop, and performance-manage a team of Associates and, where applicable, Team Leads—fostering a culture of precision, accountability, growth, and customer empathy.
• Own and enforce quality control processes and SLA management, ensuring financial transactions are processed with the highest accuracy at the speed the business requires; build and refine QC frameworks that catch errors and surface potential risks before they become losses.
• Establish and monitor KPIs—including accuracy rates, processing cycle times, error trends, and customer-impacting metrics—using data to inform decisions, adjust staffing, and drive continuous improvement.
• Serve as an operational bridge between Customer Success and Product/Engineering: synthesize customer experience insights and frontline patterns into clear, actionable feedback that shapes product priorities and process design.
• Identify, prioritize, and lead projects that develop, improve, and scale team processes; leverage systems, automation, and innovative approaches to increase throughput while maintaining a lean operational footprint.
• Develop and meticulously maintain SOPs and supporting materials that are thorough enough to withstand stress tests—ensuring the team can operate consistently and resiliently through volume spikes, personnel changes, and regulatory shifts.
• Partner closely with peer Operations managers to understand cross-team dependencies, share best practices, align on standards, and support Operations as a unified organization.
• Manage escalations involving complex transaction issues, compliance concerns, or system defects, guiding resolution through root-cause analysis and cross-functional collaboration.
• Understand and engage fully on capacity planning driven by new client onboardings, seasonal peaks, and product changes; partner with senior leadership on workforce planning to ensure staffing and training readiness.
• Other duties as assigned.

What you bring to the role

• 3+ years of people-management experience leading teams that process financial transactions or money movements in a regulated environment, preferably in retirement plan services, wealth management, banking, payments, or a closely related financial services domain.
• Strong understanding of the transaction lifecycle within a 401(k) or comparable financial product—including the types of transactions, regulatory requirements, and downstream impacts of errors.
• Demonstrated ability to design, implement, and manage rigorous quality control processes and tight SLAs, balancing speed with accuracy in a high-stakes environment.
• A track record of leading operational improvement projects end to end: scoping problems, building solutions, documenting processes in durable SOPs, and scaling what works.
• Proven instinct for catching errors, spotting potential risks, and building controls that prevent financial losses before they occur.
• Ability to act as a cross-functional translator—synthesizing customer experience insights for Product and Engineering audiences and operationalizing technical changes for frontline teams.
• Experience building, coaching, and developing high-performing teams—including setting KPIs, delivering feedback, managing performance, and cultivating a customer-first mindset.
• A relentless drive to improve and scale operations through systems, automation, and innovation while maintaining lean staffing models.
• Strong interpersonal and communication skills—written and verbal—with the ability to present operational metrics, risks, and improvement proposals to senior leadership.
• Deep attention to detail and a personal standard of precision appropriate to an environment where financial risks and regulatory consequences are real and substantial.

Nice to have

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• Direct experience with 401(k) recordkeeping platforms, retirement plan administration, or payroll integrations.
• Experience with reconciliation processes and audit support in a financial services context.
• Familiarity with workflow automation, case management systems, or process-improvement methodologies (Lean, Six Sigma).

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 $70,000 - $80,000 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.

Key skills/competency

• Customer Success Operations
• Financial Transactions
• Money Movements
• 401(k) Operations
• Quality Control
• Process Improvement
• Team Leadership
• SLA Management
• Fintech Operations
• Regulatory Compliance