Director of Retirement Sales Activation

🕒 il y a 18 jours

🇺🇸 États-Unis – Télétravail

💵 $130 000 - $140 000 / an

⏰ Temps Plein

🔴 Expert

🤑 Commercial

🗣️🇺🇸🇬🇧 Anglais requis

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Human Interest

501 - 1000 employés

Fondée en 2015

💸 Finance

💳 Fintech

💰 €200 000 000 Series D en 2021-08

Finance • Fintech

Human Interest est une entreprise qui propose des plans de retraite 401(k) et 403(b) abordables et complets, destinés principalement aux petites et moyennes entreprises. Fondée en 2015, elle vise à simplifier le processus de planification de la retraite grâce à des intégrations de paie fluides avec plus de 500 systèmes de paie leaders du marché. La société met l'accent sur les fonds à faible coût et l'absence de frais de transaction, et offre des solutions de retraite personnalisables pour répondre aux besoins diversifiés des employeurs et de leurs employés. Human Interest propose également des services de conseil en investissement via sa filiale, Human Interest Advisors LLC. Leur objectif est de rendre les avantages de la retraite accessibles aux entreprises de toutes tailles, améliorant ainsi le bien-être financier et la satisfaction des employés.

Description

• Drive efficiency, scalability, and velocity within implementation processes • Increase the volume of successfully launched plans while optimizing resources and operational workflows • Reimagine and refine sales activation strategies beyond traditional 401(k) implementation • Lead and support Customer Onboarding teams and leaders with tools and frameworks • Work with Sales Activation Managers to identify trends and strategies improving onboarding timelines and experiences • Coach Sales Activation Managers to improve the 90-day onboarding process and launch rates • Assist in leading setup, payroll connectivity, program management, quality assurance, and conversion onboarding • Strategize and innovate scalable processes to increase launched-plan volume • Partner with Product and Integration teams to eliminate manual processes and drive automation • Scale the team by automating and streamlining onboarding • Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations, and other teams on onboarding communication, collaboration, and customer escalations • Monitor onboarding performance metrics and implement continual improvements • Manage people and performance using radical candor • Report to the Vice President of Sales Activation & ERISA

🎯 Exigences

• Results-driven, confident, and dynamic leadership • Ability to communicate across the organization and inspire and motivate teams • 13+ years of total experience • 5+ years of management experience in sales, customer implementation, or related disciplines in a SaaS environment • Demonstrated success working with high-volume metrics • Demonstrated success meeting or exceeding monthly quotas • Experience in SaaS and fast-paced technology environments • 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 facilitate change from executive level down • Executive-level communication and conflict mediation skills • Strong people and performance management experience • Experience working with cross-functional teams • Experience and/or knowledge in the 401(k) industry (nice to have) • Sales leadership experience (nice to have) • 401(k) sales experience (nice to have)

🏖️ Avantages

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 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 for equity and financial wellness • 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 • Stock option grants • Physical, financial, and mental wellness benefits

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