Human Interest

Manager, Retirement Sales Activation

Human Interest

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,000 - $105,000 per year

About the role

  • Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.
  • Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
  • Own team performance by closely inspecting onboarding pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.
  • Actively monitor and optimize onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
  • Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the onboarding experience.
  • Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
  • Forecast onboarding targets and contribute to capacity planning by analyzing trends and pipeline health.
  • Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.

Requirements

  • 3-5 years of total professional experience, with at least 2+ years in a people leadership role within Sales, Implementation, or a related function in a SaaS or Retirement/Financial Services environment.
  • Proven track record of success in a quota-carrying and target-driven environment.
  • Strong understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.
  • Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching.
  • Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment.
  • Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
  • Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
  • Experience managing high-volume customer portfolios and overseeing complex projects or implementations.
  • Excellent written, verbal, and presentation skills, with the ability to influence and communicate effectively at all levels of the organization.
  • Bachelor’s degree in Business, Operations, or a related discipline preferred.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
pipeline managementforecastingperformance coachingquota managementoperational efficiencyprocess optimizationdata analysisonboarding workflowsplan designproject management
Soft Skills
leadershipproblem-solvingdecision-makinginterpersonal skillsteam motivationconflict resolutioncollaborationcommunicationaccountabilitycontinuous improvement