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Manager, Dedicated Sales Activation
Human InterestSales activation manager leading onboarding teams for Human Interest, a fintech company expanding retirement benefits for small and medium-sized businesses. Optimizing plan launches, customer activation, performance, and operational efficiency.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in 401(k) plan design and customer implementation within a SaaS environment, driving team performance through effective coaching, process optimization, and data-driven decision-making.
Highest-signal resume keywords
401(K) Plan DesignCustomer Implementation ExperiencePipeline ManagementPerformance CoachingQuota-Carrying Sales Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisForecastingOperational EfficiencyProcess OptimizationPerformance Metrics
Soft Skills
Problem-SolvingDecision-MakingTeam MotivationConflict ResolutionCollaboration
Industry Keywords
SaaS EnvironmentSales ActivationOnboarding WorkflowsCustomer ActivationRevenue Acceleration
About the role
Key responsibilities & impact- Lead, coach, and inspire a team of dedicated sales activation specialists to exceed monthly quotas
- Develop and execute strategies to drive high-volume successful plan launches aligned with KPIs and business goals
- Own team performance by inspecting onboarding pipelines, managing pre-launch churn, and ensuring adherence to processes and talk tracks
- Monitor and optimize onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence
- Partner with Sales, Program Management, Customer Success, and senior leadership to resolve escalations and improve onboarding
- Identify team performance gaps and implement coaching, enablement, and process improvements
- Forecast onboarding targets and contribute to capacity planning by analyzing trends and pipeline health
- Foster accountability, ownership, continuous improvement, psychological safety, and a collaborative team environment
- Achieve and exceed team monthly onboarding quotas
- Ensure a healthy mix of Safe Harbor and Auto-Enroll plan types
- Minimize pre-launch churn by resolving customer pain points
- Improve onboarding cycle times and conversion rates
- Establish the team as a driver of customer activation and revenue acceleration
Requirements
What you’ll need- Knowledge and experience with retirement plan design, particularly 401(k) plans
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- Proven success in a quota-carrying, target-driven environment
- Strong understanding of 401(k) plan design or ability to quickly develop subject-matter expertise
- Data-driven expertise in pipeline management, forecasting, and performance coaching
- Strong problem-solving and decision-making skills in fast-paced environments
- Ability to optimize processes, improve operational efficiency, and execute against aggressive targets
- Experience motivating teams, resolving conflict, and collaborating across departments
- Experience managing high-volume customer portfolios and complex projects or implementations
- Excellent written, verbal, and presentation skills
- Bachelor's degree in Business, Operations, or a related discipline preferred
Benefits
Comp & perks- Base salary is one component of the overall total rewards package
- Bonuses, commissions, and equity may be offered depending on the position
- Robust suite of physical, financial, and mental wellness benefits
- Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested
- $0 401(k) plan fees
- Top-of-the-line health plans
- Dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to support financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource for employees and families
- Monthly work-from-home stipend
- Quarterly lifestyle stipend
- Engaging team-building experiences, including virtual social events and team offsites