Manager, Dedicated Sales Activation

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $95k / 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 dedicated sales activation specialists to exceed monthly quotas • Develop and execute strategies to drive high-volume successful plan launches aligned with KPIs and business goals • Own team performance by inspecting onboarding pipelines, managing pre-launch churn, and ensuring adherence to processes and talk tracks • Monitor and optimize onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence • Partner with Sales, Program Management, Customer Success, and senior leadership to resolve escalations and improve onboarding • Identify team performance gaps and implement coaching, enablement, and process improvements • Forecast onboarding targets and contribute to capacity planning by analyzing trends and pipeline health • Foster accountability, ownership, continuous improvement, psychological safety, and a collaborative team environment • Achieve and exceed team monthly onboarding quotas • Ensure a healthy mix of Safe Harbor and Auto-Enroll plan types • Minimize pre-launch churn by resolving customer pain points • Improve onboarding cycle times and conversion rates • Establish the team as a driver of customer activation and revenue acceleration

🎯 Requirements

• 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 • Proven success in a quota-carrying, target-driven environment • Strong understanding of 401(k) plan design or ability to quickly develop subject-matter expertise • Data-driven expertise in pipeline management, forecasting, and performance coaching • Strong problem-solving and decision-making skills in fast-paced environments • Ability to optimize processes, improve operational efficiency, and execute against aggressive targets • Experience motivating teams, resolving conflict, and collaborating across departments • Experience managing high-volume customer portfolios and complex projects or implementations • Excellent written, verbal, and presentation skills • Bachelor's degree in Business, Operations, or a related discipline preferred

🏖️ Benefits

• Base salary is one component of the overall total rewards package • Bonuses, commissions, and equity may be offered depending on the position • Robust suite of physical, financial, and mental wellness benefits • Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested • $0 401(k) 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 to support financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource for employees and families • Monthly work-from-home stipend • Quarterly lifestyle stipend • Engaging team-building experiences, including virtual social events and team offsites