Manager, Retirement Sales Activation

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $100k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 monthly quotas • Develop and execute strategies for high-volume successful plan launches • Own team performance by inspecting conversion pipelines, managing pre-launch churn, and ensuring process and talk-track adherence • Monitor and optimize conversion workflows to increase velocity and remove bottlenecks • Partner with Sales, Program Management, Customer Success, and senior leadership on customer escalations and conversion improvements • Identify performance gaps and implement coaching, enablement, and process improvements • Forecast conversion targets and contribute to capacity planning through trend and pipeline-health analysis • Foster accountability, ownership, continuous improvement, and a collaborative team environment • Achieve and exceed monthly conversion quota targets • Ensure a healthy mix of Safe Harbor and Auto-Enroll plans • Minimize pre-launch churn by resolving customer pain points • Improve conversion cycle times and rates through process optimization • Establish the team as a driver of customer activation and revenue acceleration

🎯 Requirements

• 3-5 years of total professional experience • 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 success in a quota-carrying and target-driven environment • Strong understanding of 401(k) plan design or ability to quickly develop subject-matter expertise • Data-driven mindset with expertise in pipeline management, forecasting, and performance coaching • Problem-solving and decision-making skills in a fast-paced, constantly evolving environment • Ability to optimize processes, improve operational efficiency, and execute against aggressive targets • Interpersonal skills to motivate teams, resolve conflict, and collaborate across departments • Experience managing high-volume customer portfolios and overseeing complex projects or implementations • Excellent written, verbal, and presentation skills • Bachelor's degree in Business, Operations, or a related discipline preferred

🏖️ Benefits

• Total On Target Earnings (OTE) of $140,000-$150,000, including variable target compensation of $40,000 to $45,000 • Stock option grants • 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 • 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, virtual social events, and team offsites