Jonathan Calpin Email & Phone Number

Jonathan Calpin

Manager - Customer Onboarding at Human Interest | Greater Philadelphia

Jonathan Calpin Socials
About Jonathan Calpin

Jonathan Calpin is a dedicated professional with over 16 years of experience in SaaS operations and customer onboarding, currently serving as the Manager of Customer Onboarding at Human Interest. In this pivotal role, Jonathan leads a team of remote retirement specialists who are committed to implementing and educating users on the Human Interest SaaS platform. His passion for problem-solving drives him to develop innovative strategies that enhance user experience and streamline the onboarding process, ultimately contributing to the mission of combating the retirement crisis in America.

Jonathan’s expertise in People Management and Project Management is complemented by his proficiency in data analytics and technology integration. He leverages tools such as Salesforce, SQL, and Excel to analyze user data and optimize onboarding workflows, ensuring that clients receive the highest level of service. His leadership style is characterized by building and motivating strong teams, fostering an environment where creativity and collaboration thrive. Under his guidance, the onboarding team has consistently exceeded performance metrics, earning him the prestigious President's Club Performance Award in both 2022 and 2023, as well as the CEO Club Performance Award in 2023.

In addition to his technical skills, Jonathan is adept at navigating the complexities of 403(b) plans and CRM software, ensuring that clients are well-informed and equipped to make the most of their retirement options. His commitment to lifelong learning and continuous improvement not only enhances his own professional development but also inspires those around him to strive for excellence in the ever-evolving landscape of SaaS operations. As he continues to drive impactful change at Human Interest, Jonathan remains focused on empowering individuals to secure their financial futures through effective retirement planning.

Jonathan Calpin Work
1 experience icon

Manager - Customer Onboarding at Human Interest in May 2022 to Present

2 experience icon

Manager - Customer Onboarding at OpenTable in August 2017 to May 2022

3 experience icon

Onboarding Specialist Team Lead at OpenTable in February 2016 to August 2017

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Jonathan Calpin Education

East Stroudsburg University of Pennsylvania

Jonathan Calpin Skills

Controlled groups

Plan Conversions

Business Insights

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About Jonathan Calpin's Current Company
Frequently Asked Questions about Jonathan Calpin

What is Jonathan Calpin email address?

Email Jonathan Calpin at [email protected]. This email is the most updated Jonathan Calpin's email found in 2026.

How to contact Jonathan Calpin?

To contact Jonathan Calpin send an email to [email protected]. (updated on August 27, 2024)

What company does Jonathan Calpin work for?

Jonathan Calpin works for Human Interest

What is Jonathan Calpin's role at Human Interest?

Jonathan Calpin is Manager - Customer Onboarding

What is Jonathan Calpin's Phone Number?

Jonathan Calpin's phone (**) *** *** 710

What industry does Jonathan Calpin work in?

Jonathan Calpin works in the Computer Software industry.

Jonathan Calpin Email Addresses

Email Jonathan Calpin at [email protected]. This email is the most updated Jonathan Calpin's email found in 2026.

Jonathan Calpin Phone Numbers

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