Sales Activation Specialist

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $67 000 - $70 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🤑 Commercial

🦅 Parrain de Visa H1B

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👻 Score fantôme 2%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Human Interest

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

• Communicate extensively with customers to identify their needs and help them establish 401(k) plans • Educate, guide, and inform newly signed customers about retirement savings choices • Meet monthly activation targets by managing client pipelines and timelines, handling objections, and ensuring adherence to processes and talk tracks • Follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence • Partner with internal teams and leadership to resolve customer escalations and improve the sales activation experience • Collaborate with sales and account management to meet customer needs • Manage internal and external stakeholders to keep customers engaged, happy, and on-track • Communicate professionally with internal and external clients using needs-driven solutions • Identify process improvement opportunities to help the team scale

🎯 Exigences

• 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 • Enjoys interacting with clients and communicating difficult concepts fluidly • Comfortable onboarding 40–50+ customers per month • Strong work ethic and proactive customer follow-up • Excellent organizational skills with ability to manage multiple tasks, deadlines, and stakeholders • Desire to learn new programs, systems, and retirement-industry knowledge • Strong focus on quality • Ability to adapt to client systems and user interfaces and troubleshoot software issues • Strong PC skills, including experience with G-Suite products • Bachelor’s degree or equivalent experience

🏖️ Avantages

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental insurance • Vision insurance • Competitive time off • 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, including virtual social events and team offsites

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