401k Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement sales strategies and initiatives for the 401(k)/retirement services sector.

• Guide, inspire, and train a team of Account Executives dedicated to retirement-services sales.

• Set performance standards, track outcomes, and facilitate the achievement of sales targets.

• Promote pipeline growth and sales execution for new retirement-plan opportunities, as well as expansion within existing Paylocity client relationships.

• Collaborate with Product, Marketing, Customer Success, and Broker/Advisor Relations teams.

• Track team sales performance, pipeline status, and forecasting metrics.

• Provide consistent updates and reports to leadership.

• Ensure compliance with sales processes and maintain accurate CRM information.

• Assist in complex sales negotiations, client meetings, and proposal discussions.

• Stay informed about trends, regulations, competitive offerings, and developments in the retirement-plan industry.

• Engage in industry events, partner meetings, and customer-facing activities.

⛳️ Requirements

• A Bachelor's degree in Business, Finance, Marketing, or a related field is mandatory.

• Over 5 years of sales experience is required.

• At least 2 years of leadership experience in retirement-plan services, financial services, HCM, payroll, SaaS, or similar industries.

• Proven track record of meeting sales objectives and leading teams in a business-to-business sales context.

• Familiarity with retirement plan design, administration, advisor and broker channels, and employer-sponsored 401(k) plans.

• Preferred experience in HCM, Payroll, HR software, financial services, or SaaS environments.

• Strong leadership, coaching, and employee development capabilities.

• Excellent analytical and problem-solving abilities.

• Effective communication and presentation skills.

• Experience with CRM and pipeline management systems, such as Salesforce.

• Willingness and ability to travel as necessary.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) match.

• Perks supporting employees, families, and financial well-being.

• Opportunities for career development.

• Variable commission structure.

• Annual bonus.

• Restricted stock grants based on individual performance.

• Comprehensive range of additional benefits.