Director of Retirement Sales Activation

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $130k - $140k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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