Role Description
As the Manager, Sales Activation Coordinators, you will lead, coach, and scale a high-velocity team of Sales Activation Coordinators (SACs) responsible for the critical front-end onboarding and plan conversion intake process. In this role, you will bridge the gap between Sales and Sales Activation.
As a forward-thinking leader, you will champion a tech-forward culture, proactively embracing new technologies, AI/tooling advancements, and workflow enhancements to:
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Automate repetitive intake tasks
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Eliminate bottlenecks
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Continuously optimize end-to-end conversion velocity
You will drive operational excellence across:
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Client outreach
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Conversion document retrieval (Adoption Agreements, SPDs, Trust Statements)
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Prior recordkeeper portal access
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Controlled Group structure setup
Ensuring a seamless, high-velocity handoff into plan design consultations.
Qualifications
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1+ years of direct people management, team leadership, or formal supervisory experience leading high-volume operational teams.
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Demonstrated experience managing team workflows against strict time-to-contact and turnaround-time SLAs.
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Strong technical aptitude with CRM and workflow platforms (Salesforce, ChiliPiper, Slack, Google Workspace).
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Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
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Excellent communication, conflict resolution, and cross-functional stakeholder management skills.
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Bachelorβs degree in Business, Operations, or a related discipline preferred.
Requirements
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Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
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Operational SLA Management: Demonstrated experience managing high-volume workflows, queue health, and team performance against strict SLAs (e.g., time-to-contact, document collection turnaround time, intake completion rates).
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Tech-Forward & Process Optimization Mindset: Demonstrated track record of embracing new technologies, leveraging digital tools, and proactively identifying opportunities to automate, streamline, and eliminate friction in operational workflows.
Benefits
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A great 401(k) plan with 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.