Sales Activation Specialist

🔥 16 hours ago

🇺🇸 United States – Remote

💵 $67k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 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

• Support the setup and launch of new clients’ 401(k) plans while representing White Label partners • Communicate with customers to identify needs and help establish 401(k) plans • Educate, guide, and inform newly signed customers about retirement savings options • Meet monthly activation targets by managing client pipelines and timelines • Handle objections, keep clients engaged, and ensure 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 • Collaborate with sales and account management to meet customer needs • Manage internal and external stakeholders to keep customers engaged and on track • Identify process improvements to help the team scale

🎯 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 • Ability to communicate difficult concepts fluidly with clients • Ability to onboard 40–50+ customers per month • Strong work ethic and proactive customer follow-up • Excellent organizational skills and ability to manage multiple tasks, deadlines, and stakeholders • Willingness 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

🏖️ Benefits

• Variable target of $15,000 • Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested • $0 401(k) plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Unlimited access to digital tools, financial professionals, and a knowledge center through Addition Wealth • Enhanced mental health support for employees and dependents through Lyra • Fertility healthcare and family forming benefits through Carrot • Student loan resources through Candidly • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites

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