Manager, Retirement Sales Activation
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Job Description
Retirement Sales Activation Manager leading teams that launch small-business retirement plans. Optimizing conversion, customer activation, and revenue for Human Interest’s fintech platform.
Responsibilities:
- Lead, coach, and inspire a team of sales activation specialists to exceed monthly quotas
- Develop and execute strategies for high-volume successful plan launches
- Own team performance by inspecting conversion pipelines, managing pre-launch churn, and ensuring process and talk-track adherence
- Monitor and optimize conversion workflows to increase velocity and remove bottlenecks
- Partner with Sales, Program Management, Customer Success, and senior leadership on customer escalations and conversion improvements
- Identify performance gaps and implement coaching, enablement, and process improvements
- Forecast conversion targets and contribute to capacity planning through trend and pipeline-health analysis
- Foster accountability, ownership, continuous improvement, and a collaborative team environment
- Achieve and exceed monthly conversion quota targets
- Ensure a healthy mix of Safe Harbor and Auto-Enroll plans
- Minimize pre-launch churn by resolving customer pain points
- Improve conversion cycle times and rates through process optimization
- Establish the team as a driver of customer activation and revenue acceleration
Requirements:
- 3-5 years of total professional experience
- 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 success in a quota-carrying and target-driven environment
- Strong understanding of 401(k) plan design or ability to quickly develop subject-matter expertise
- Data-driven mindset with expertise in pipeline management, forecasting, and performance coaching
- Problem-solving and decision-making skills in a fast-paced, constantly evolving environment
- Ability to optimize processes, improve operational efficiency, and execute against aggressive targets
- Interpersonal skills to motivate teams, resolve conflict, and collaborate across departments
- Experience managing high-volume customer portfolios and overseeing complex projects or implementations
- Excellent written, verbal, and presentation skills
- Bachelor's degree in Business, Operations, or a related discipline preferred
Benefits:
- Total On Target Earnings (OTE) of $140,000-$150,000, including variable target compensation of $40,000 to $45,000
- Stock option grants
- 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
- Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
- Lyra enhanced mental health support for employees and dependents
- Carrot fertility healthcare and family-forming benefits
- Candidly student loan resources
- Monthly work-from-home stipend
- Quarterly lifestyle stipend
- Team-building experiences, virtual social events, and team offsites
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