Manager, Retirement Sales Activation

🕒 March 10

🇺🇸 United States – Remote

💵 $100k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• 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.