Director of Retirement Sales Activation

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

📋 Description

• Enhance efficiency, scalability, and speed within implementation procedures

• Boost the number of successfully executed plans while optimizing resources and operational workflows

• Rethink and enhance sales activation strategies beyond conventional 401(k) implementation

• Lead and assist Customer Onboarding teams and leaders with necessary tools and frameworks

• Collaborate with Sales Activation Managers to recognize trends and strategies that improve onboarding timelines and experiences

• Mentor Sales Activation Managers to enhance the 90-day onboarding process and launch rates

• Aid in overseeing setup, payroll connectivity, program management, quality assurance, and conversion onboarding

• Devise and innovate scalable processes to boost launched-plan volume

• Collaborate with Product and Integration teams to eliminate manual processes and promote automation

• Expand the team by automating and streamlining onboarding

• Work alongside Revenue Enablement, Revenue Leadership, Customer Support Operations, and other teams on onboarding communication, collaboration, and customer escalations

• Track onboarding performance metrics and implement ongoing improvements

• Manage personnel and performance using radical candor

• Report to the Vice President of Sales Activation & ERISA

⛳️ Requirements

• Results-oriented, confident, and dynamic leadership skills

• Capacity to communicate across the organization and inspire and motivate teams

• Over 13 years of total experience

• More than 5 years of management experience in sales, customer implementation, or related fields within a SaaS environment

• Proven success in working with high-volume metrics

• Proven success in meeting or exceeding monthly quotas

• Experience in SaaS and fast-paced technology sectors

• Exceptional written, oral, presentation, and interpersonal communication skills

• Bachelor’s degree in a relevant discipline

• Experience in evolving and optimizing people, processes, and tools

• Expertise in managing and overseeing large, complex accounts and projects

• Ability to drive change from the executive level down

• Proficient executive-level communication and conflict mediation skills

• Strong experience in people and performance management

• Background in working with cross-functional teams

• Experience and/or knowledge in the 401(k) industry (preferred)

• Sales leadership experience (preferred)

• 401(k) sales experience (preferred)

🏝️ Benefits

• 401(k) plan with dollar-for-dollar employer matching up to 4% of compensation, immediately vested, with no plan fees

• Top-tier health plans

• Dental and vision insurance

• Competitive time off and parental leave policies

• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness

• Lyra enhanced mental health support for employees and their dependents

• Carrot fertility healthcare and family formation benefits

• Candidly student loan resources

• Monthly work-from-home stipend

• Quarterly lifestyle stipend

• Team-building experiences, virtual social events, and team offsites

• Stock option grants

• Benefits for physical, financial, and mental wellness