Human Interest
Affordable, full-service 401(k) plans for SMBs.
Director of Retirement Sales Activation
Location
United States
Posted
168 days ago
Salary
$130K - $140K / year
Seniority
Lead
Bachelor Degree13 yrs expEnglish
Job Description
• Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience
• Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates
• Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
• Strategize and innovate scalable processes to drive higher volume of launched plans
• Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
• Scale the team by identifying opportunities to automate and streamline the onboarding process
• Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
• Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
• Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization
• This role will report into the Vice President of Sales Activation & ERISA
Job Requirements
- You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
- Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
- 13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
- Demonstrated success working with high volume metrics
- Demonstrated success meeting or exceeding monthly quota’s
- Experience in SaaS and ability to work in a fast paced tech environment
- 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 effectively facilitate change from executive level down
- Executive-level communication with the ability to effectively navigate and mediate conflict
- Strong people and performance management experience
- Work closely with cross functional teams with a broad range of startup and enterprise experience
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Related Guides
Related Job Pages
More Sales Jobs
Sales Specialist
WOW Remote TeamsGlobalize Your Team | Hire Top Remote Professionals outside the U.S | Nearshore Same Time Zone
Sales168 days ago
Full TimeRemoteTeam 1-10Since 2021H1B No Sponsor
Remote Sales Specialist for a dynamic pet services company
United States
Sales168 days ago
Full TimeRemoteTeam 11-50Since 2021H1B No Sponsor
Sales Director leading enterprise and developer adoption of you.com's composable AI platform.
Sales169 days ago
Full TimeRemoteTeam 11-50H1B No Sponsor
Virtual Sales Specialist responsible for generating and converting leads remotely
Sales169 days ago
Full TimeRemoteTeam 201-500Since 2020H1B Sponsor
Enterprise sales leader selling Transcarent healthcare and benefits solutions to large self-funded employers.




