Role Description
Human Interest is seeking a high-performing Retirement Sales Activation Manager to lead a dynamic team responsible for driving efficiency, velocity, and customer satisfaction throughout the conversion process. This role is ideal for someone who thrives in a fast-paced, high-growth environment and has a passion for optimizing processes, managing performance, and exceeding aggressive targets.
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Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.
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Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
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Own team performance by closely inspecting conversion pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.
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Actively monitor and optimize conversion workflows to increase velocity, remove bottlenecks, and drive operational excellence.
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Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the conversion experience.
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Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
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Forecast conversion targets and contribute to capacity planning by analyzing trends and pipeline health.
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Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.
Qualifications
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3-5 years of total professional experience, with at least 2+ years in a people leadership role within Sales, Implementation, or a related function in a SaaS or Retirement/Financial Services environment.
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Proven track record of success in a quota-carrying and target-driven environment.
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Strong understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.
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Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching.
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Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment.
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Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
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Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
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Experience managing high-volume customer portfolios and overseeing complex projects or implementations.
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Excellent written, verbal, and presentation skills, with the ability to influence and communicate effectively at all levels of the organization.
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Bachelorβs degree in Business, Operations, or a related discipline preferred.
Requirements
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Achieve and exceed monthly conversion quota targets for your team.
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Ensure a healthy mix of plan types (e.g., Safe Harbor and Auto-Enroll) to meet internal performance benchmarks.
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Consistently minimize pre-launch churn by proactively identifying and resolving customer pain points.
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Improve conversion cycle times and conversion rates through process optimization and cross-functional collaboration.
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Establish your team as a key driver of customer activation and revenue acceleration within Human Interest.
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Champion a culture of excellence and psychological safety, empowering the team to hit ambitious targets while feeling supported.
Benefits
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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.
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Top-of-the-line health plans, as well as dental and vision insurance.
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Competitive time off and parental leave.
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Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
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Enhanced Mental Health Support for Employees and dependents.
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Fertility healthcare and family forming benefits.
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Student loan resource to help you and your family plan, borrow, and repay student debt.
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Monthly work-from-home stipend; quarterly lifestyle stipend.
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Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.