Human Interest

Director of Retirement Sales Activation

Human Interest

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $130,000 - $140,000 per year

Job Level

Lead

About the role

  • Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience
  • Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates
  • Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
  • Strategize and innovate scalable processes to drive higher volume of launched plans
  • Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
  • Scale the team by identifying opportunities to automate and streamline the onboarding process
  • Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
  • Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
  • Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization
  • This role will report into the Vice President of Sales Activation & ERISA

Requirements

  • You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
  • Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
  • 13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
  • Demonstrated success working with high volume metrics
  • Demonstrated success meeting or exceeding monthly quota’s
  • Experience in SaaS and ability to work in a fast paced tech environment
  • Excellent written, oral, presentation, and interpersonal communication skills
  • Bachelor’s degree in a related discipline
  • Experience evolving and optimizing people, processes, and tools
  • Expertise managing and overseeing large complicated accounts and projects
  • Ability to effectively facilitate change from executive level down
  • Executive-level communication with the ability to effectively navigate and mediate conflict
  • Strong people and performance management experience
  • Work closely with cross functional teams with a broad range of startup and enterprise experience
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
SaaSprogram managementquality assuranceautomationonboarding processperformance metricscustomer implementationpeople managementproject managementchange management
Soft skills
results-drivendynamic leadereffective communicationinspiringmotivatinginterpersonal communicationfacilitating changeconflict mediationperformance managementcollaboration
Certifications
Bachelor's degree
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