Dedicated Sales Activation Specialist

The role

You will support the setup and launch of new client 401(k) plans while representing White Label partners. You will manage the sales activation process, hit monthly targets, and communicate with customers to help them establish retirement plans.

What you will do

• Communicate extensively with customers to identify needs and help establish 401(k) plans
• Educate, guide, and inform newly signed customers about retirement savings choices
• Meet monthly activation targets by managing client pipelines and timelines
• Follow onboarding workflows to increase velocity and remove bottlenecks
• Partner cross-functionally with internal teams to resolve customer escalations
• Work with sales and account management to ensure customer needs are met
• Manage internal and external stakeholders to keep customers engaged
• Communicate professionally to internal and external clients
• Identify potential areas for process improvement

Required qualifications

• Knowledge and experience with retirement plan design, particularly in 401(k) plans
• 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
• Strong work ethic
• Excellent organizational skills
• Ability to adapt to various client systems and user interfaces
• Troubleshoot software issues
• Strong PC skills, including experience working with G-Suite products
• Bachelor’s degree or equivalent experience

Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% (immediately vested)
• 0 plan fees for 401(k)
• Health, dental, and vision insurance
• Competitive time off and parental leave
• Digital tools, financial professionals, and a knowledge center for equity and financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource
• Monthly work-from-home stipend
• Quarterly lifestyle stipend
• Team-building experiences including virtual social events and team offsites

About the company

Human Interest is a high-growth fintech company on a mission to ensure people in all lines of work have access to retirement benefits. They make it affordable and accessible for small and medium-sized businesses to offer retirement savings paths.