Manager, Retirement Sales Activation

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

📋 Description

• Lead, mentor, and motivate a team of sales activation specialists to surpass monthly targets.

• Devise and implement strategies for the successful launch of high-volume plans.

• Take ownership of team performance by reviewing conversion pipelines, managing pre-launch attrition, and ensuring adherence to processes and communication protocols.

• Oversee and refine conversion workflows to enhance speed and eliminate obstacles.

• Collaborate with Sales, Program Management, Customer Success, and senior leadership on customer escalations and improvements in conversion processes.

• Identify performance deficiencies and apply coaching, training, and process enhancements.

• Predict conversion goals and assist in capacity planning through analysis of trends and pipeline health.

• Promote accountability, ownership, continuous improvement, and a collaborative team atmosphere.

• Meet and exceed monthly conversion quota objectives.

• Ensure a balanced mix of Safe Harbor and Auto-Enroll plans.

• Reduce pre-launch attrition by addressing customer challenges.

• Enhance conversion cycle times and rates through process improvements.

• Position the team as a key driver of customer activation and revenue growth.

⛳️ Requirements

• 3-5 years of overall professional experience.

• At least 2+ years in a leadership role within Sales, Implementation, or a related area in a SaaS or Retirement/Financial Services setting.

• Demonstrated success in a quota-driven and target-oriented environment.

• Strong comprehension of 401(k) plan design or the ability to quickly gain subject matter expertise.

• Data-driven approach with proficiency in pipeline management, forecasting, and performance coaching.

• Strong problem-solving and decision-making abilities in a dynamic, fast-paced environment.

• Capability to streamline processes, enhance operational efficiency, and achieve ambitious targets.

• Excellent interpersonal skills to inspire teams, mediate conflicts, and collaborate across departments.

• Experience managing high-volume customer portfolios and overseeing intricate projects or implementations.

• Outstanding written, verbal, and presentation capabilities.

• Bachelor's degree in Business, Operations, or a related field is preferred.

🏝️ Benefits

• Total On Target Earnings (OTE) ranging from $140,000 to $150,000, including variable target compensation of $40,000 to $45,000.

• Stock option grants.

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, with immediate vesting.

• No fees for the 401(k) plan.

• Comprehensive health plans.

• Dental and vision insurance.

• Competitive paid time off and parental leave.

• Unlimited access to Addition Wealth digital tools, financial experts, and knowledge resources.

• Enhanced mental health support through Lyra for employees and their dependents.

• Carrot fertility healthcare and family-forming benefits.

• Candidly student loan resources.

• Monthly stipend for work-from-home expenses.

• Quarterly lifestyle stipend.

• Opportunities for team-building activities, virtual social events, and team retreats.