Manager, Retirement Sales Activation

🕒 Março 10

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $100.000 - $105.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

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Human Interest

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2015

💸 Finanças

💳 Fintech

💰 $200.000.000 Series D em 2021-08

Finance • Fintech

A Human Interest é uma empresa que oferece planos de aposentadoria 401(k) e 403(b) acessíveis e completos, com foco principalmente em pequenas e médias empresas. Fundada em 2015, seu objetivo é simplificar o processo de planejamento de aposentadoria por meio de integrações de folha de pagamento com mais de 500 sistemas de folha de pagamento líderes. A empresa enfatiza fundos de baixo custo e zero taxas de transação, oferecendo soluções de aposentadoria personalizáveis para atender às diversas necessidades de empregadores e seus funcionários. A Human Interest também oferece serviços de consultoria em investimentos por meio de sua subsidiária, Human Interest Advisors LLC. Seu objetivo é tornar os benefícios de aposentadoria acessíveis a empresas de vários tamanhos, promovendo o bem-estar financeiro e a satisfação dos funcionários.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.