Jonathan Calpin
Manager - Customer Onboarding at Human Interest | Greater Philadelphia
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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.
Manager - Customer Onboarding at Human Interest in May 2022 to Present
Manager - Customer Onboarding at OpenTable in August 2017 to May 2022
Onboarding Specialist Team Lead at OpenTable in February 2016 to August 2017
Sr. Restaurant Operations Specialist at OpenTable in February 2011 to February 2016
Restaurant Operations Specialist at OpenTable in November 2007 to February 2011
Mortgage Consultant at First Liberty Mortgage in May 2004 to November 2007
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East Stroudsburg University of Pennsylvania
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Controlled groups
Plan Conversions
Business Insights
Presentations
Operations
Team Management
Change Management
Communication
401k
Interviewing
Technology Integration
CRM Software
Point of Sale (POS) Systems
Customer Onboarding
Payroll Conversions
403(b) Plans
401(k) Rollovers
401(k) Retirement Savings Plans
Key Performance Indicators
Coaching
Customer Success
Enterprise Accounts
Customer Experience
Retirement Plan Consulting
Customer Service
Salesforce.com
Account Management
Software as a Service (SaaS)
MySQL
Team Leadership
Onboarding
CRM
Marketing
Project Management
Microsoft Excel
IT Operations
HTML
Information Technology
IT Hardware Support
Restaurants
Music Production
Logic Pro
Management
Employee Training
OpenTable
Technical Support
Leadership
Python (Programming Language)
Microsoft Word
Time Management
Problem Solving
Analytical Skills
Training
Microsoft Office
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Discover more about Human InterestWhat 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
Jonathan Calpin Phone Numbers
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