Insights & Planning Specialist

Human Interest

Remote
Base: $60,000 - $70,000; bonus/equity: not specifi...
**
Manage and resolve sfdc cases
Document team processes
Identify and improve key processes
** Human Interest is seeking an Insights & Planning Specialist to enhance the efficiency of its customer-facing teams. The role involves resolving complex issues, managing SFDC cases, and improving internal processes to drive sales outcomes. **

Job Summary

  • Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
  • Drive resolution of complex internal issues by expertly managing and resolving SFDC cases.
  • Establish and maintain comprehensive documentation of all team processes to ensure rigorous standardization and consistency in handling.

Matching Summary

Match Score: 75

** Human Interest is seeking an Insights & Planning Specialist to enhance the efficiency of its customer-facing teams. The role involves resolving complex issues, managing SFDC cases, and improving internal processes to drive sales outcomes. **

Salary

Base: $60,000 - $70,000; Bonus/Equity: Not specified; Benefits: Robust suite of physical, financial, and mental wellness benefits

Skills & Requirements

Must-have

  • Manage and resolve SFDC cases
  • Document team processes
  • Identify and improve key processes
  • Connect process to business impact

Nice-to-have

  • Customer obsession
  • Long-term orientation
  • Autonomous and accountable teams
  • Fundamental optimism

Key Requirements

  • 1+ years in queue-based customer service
  • SFDC experience, especially case handling
  • Developing and maintaining complex processes

Work Rights

Not specified

Tailored Resume

Cover Letter