✦ Luna Orbit — Operations & Logistics

Fast Track Specialist

at Human Interest

📍 Remote, US Remote 💰 $65K – $70K USD / year Posted April 10, 2026
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Position Details

Salary $65K – $70K USD / year
Type Full-Time
Experience mid
Exp. Years 3+ years
Education Bachelor's degree or equivalent experience
Category Operations & Logistics

About this role

Onboard and enable clients to set up 401(k) plans and payroll integrations, ensuring data is transmitted accurately and regulatory requirements are met. Coordinate cross-functional teams to manage onboarding for 40-50 customers per month and maintain strong client engagement.

Key Responsibilities

  • Communicate with customers to identify needs and establish 401(k) plans
  • Educate customers on choices for retirement savings
  • Work cross-functionally with sales, activation, payroll, and product teams
  • Manage data transmission integrity and integrations with payroll providers
  • Draft procedures detailing payroll data flow and regulatory considerations

Technical Overview

Utilizes G Suite/Google Workspace for collaboration; manages data transmission and onboarding workflows; ensures regulatory compliance across SEC, DOL, and IRS guidelines.

Ideal Candidate

The ideal candidate has 3+ years of customer onboarding in a SaaS environment, experience with retirement plans or payroll providers, and strong data analysis and problem-solving skills. They're organized, process-driven, and able to translate client needs into seamless technical integrations across multiple payroll providers.

Must-Have Skills

3+ years in a role that demonstrates troubleshooting and problem-solvingA strong work ethic and ability to work independentlyBachelor's degree or equivalent experienceExperience with retirement plans or payroll providersStrong communication skillsG Suite proficiency

Nice-to-Have Skills

Experience onboarding 40-50 customers per monthExperience communicating with stakeholdersProcess improvement mindset

Tools & Platforms

G SuiteGoogle Workspace

Required Skills

customer onboardingsaas onboarding401(k) setuppayroll integrationdata transmissiondata analysisg suitegoogle workspacecross-functionalstakeholder managementregulatory compliancesec regulationsdol regulationsirs regulationsretirement planspayroll providerstroubleshootingroot cause analysisproject managementcommunication

Hard Skills

OnboardingSaaS onboarding401(k) setuppayroll integrationdata transmissiondata analysisG SuiteGoogle Workspacecross-functionalstakeholder managementregulatory complianceSEC regulationsDOL regulationsIRS regulationsretirement planspayroll providerstroubleshootingroot cause analysisproject managementcommunication

Soft Skills

customer-centricproblem solvingorganizationalcross-functional collaborationcommunication

Industry & Role

Industry Fintech
Job Function Coordinate and execute customer onboarding for 401(k) plans and payroll integrations in a SaaS environment.
Role Subtype Customer Success & Support

Keywords for Your Resume

fast track specialistonboardingsaas onboarding401(k) setuppayroll integrationdata transmissiondata analysisg suitegoogle workspacecross-functionalstakeholder managementregulatory compliancesecdolirsretirement planspayroll providerstroubleshootingroot cause analysisproject managementcommunication

Deal Breakers

Lack of 3+ years onboarding in SaaS, No experience with retirement plans or payroll providers, No Bachelor's degree or equivalent, Inability to travel as required

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