Director of Retirement Sales Activation

The role

The Director of Sales Activation drives efficiency and scalability within implementation processes to ensure a seamless onboarding experience. You will lead a high-performing team to increase the volume of successfully launched plans and optimize operational workflows.

What you will do

• Work with Sales Activation Managers to improve onboarding timeline and experience
• Coach a team of SAMs to improve 90-day onboarding process and launch rates
• Lead onboarding support functions including setup, payroll connectivity, program management, quality assurance, and conversion onboarding
• Strategize and innovate scalable processes to drive higher volume of launched plans
• Work with Product and Integration teams to eliminate manual processes and drive automation
• Scale the team by identifying opportunities to automate and streamline onboarding
• Partner with Revenue Enablement, Revenue Leadership, and Customer Support Operations
• Monitor key onboarding performance metrics and implement changes
• Practice people management via radical candor and performance management

Required qualifications

• 13+ years of total experience
• 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

Nice to have

• Experience and/or knowledge in the 401(k) industry
• Sales leadership experience
• 401(k) sales experience

Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation (immediately vested)
• Top-of-the-line health plans, dental and vision insurance
• Competitive time off and parental leave
• Unlimited access to digital tools, financial professionals, and a knowledge center
• 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
• Engaging team-building experiences

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 employees a path to financial independence.