Manager, Sales Activation Coordinators

🔥 16 hours ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

🤑 Sales

🚫👨‍🎓 No degree required

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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, mentor, and coach a team of Sales Activation Coordinators through 1:1s, performance evaluations, and skill-building sessions • Monitor and enforce team SLA adherence, including hot-handoff response and four-hour initial client outreach targets • Oversee plan document retrieval, minimize time-to-first-document, and ensure secure handling of external administrator credentials via internal vaults and 1Password • Partner with Quality Control to optimize document package submissions and reduce rejection rates and rework • Manage shift coverage, workload balancing, and out-of-office backup coverage • Collaborate with Sales and Sales Activation Managers on plan onboarding and client escalations • Ensure accurate division mapping, ownership validation, and Controlled Group entity setup in CRM/Nexus • Identify operational friction, author standard operating procedures, and lead process improvements • Forecast handoff targets by analyzing trends and pipeline health • Foster accountability, ownership, continuous improvement, and a collaborative team environment

🎯 Requirements

• 1+ years of direct people management, team leadership, or formal supervisory experience leading high-volume operational teams • Experience managing workflows against strict time-to-contact and turnaround-time SLAs • Experience optimizing processes, improving operational efficiency, and executing against aggressive targets • Experience managing high-volume workflows, queue health, and team performance against strict SLAs • Strong technical aptitude with CRM and workflow platforms, including Salesforce, ChiliPiper, Slack, and Google Workspace • Track record of adopting new technologies and automating, streamlining, and improving operational workflows • Strong interpersonal, communication, conflict resolution, and cross-functional stakeholder management skills • Bachelor's degree in Business, Operations, or a related discipline preferred • Previous fast-scaling fintech or retirement technology experience is nice to have • 1+ years of professional experience in 401(k) / retirement services operations, benefits administration, or SaaS client implementation is nice to have • Familiarity with Controlled Group structures, plan design mechanics, and payroll integration workflows is nice to have • Data-driven expertise in pipeline management, forecasting, and performance coaching is nice to have • Experience with credential vault management tools such as 1Password and Okta is nice to have • Working knowledge of retirement plan documents and prior recordkeeper operations is nice to have • Experience in quota-carrying and target-driven environments is nice to have • Industry certifications such as ASPPA QKA, CRPS, or CEBS coursework are nice to have

🏖️ Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Health, 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

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