Manager, Sales Activation Coordinators

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

📋 Description

• Lead, mentor, and provide coaching to a team of Sales Activation Coordinators through one-on-one meetings, performance assessments, and skill development sessions.

• Monitor and ensure adherence to team Service Level Agreements (SLAs), which include hot-handoff responses and targets for initial client outreach within four hours.

• Oversee the retrieval of plan documents, reduce time-to-first-document, and guarantee the secure handling of external administrator credentials using internal vaults and 1Password.

• Collaborate with the Quality Control team to streamline document package submissions, aiming to lower rejection rates and minimize rework.

• Manage shift coverage, balance workloads, and provide out-of-office backup support.

• Work alongside Sales and Sales Activation Managers on plan onboarding processes and handle client escalations.

• Ensure precise division mapping, validate ownership, and set up Controlled Group entities in CRM/Nexus.

• Identify operational bottlenecks, develop standard operating procedures, and spearhead process enhancements.

• Predict handoff targets by analyzing trends and assessing pipeline health.

• Cultivate a culture of accountability, ownership, continuous improvement, and teamwork.

⛳️ Requirements

• A minimum of 1 year of direct people management, team leadership, or formal supervisory experience leading high-volume operational teams.

• Proven experience in managing workflows against stringent time-to-contact and turnaround-time SLAs.

• Demonstrated ability to optimize processes, enhance operational efficiency, and achieve aggressive targets.

• Experience overseeing high-volume workflows, maintaining queue health, and driving team performance in alignment with strict SLAs.

• Strong technical proficiency with CRM and workflow platforms, such as Salesforce, ChiliPiper, Slack, and Google Workspace.

• A solid track record of adopting new technologies and automating, streamlining, and enhancing operational workflows.

• Excellent interpersonal, communication, conflict resolution, and cross-functional stakeholder management skills.

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

• Previous experience in fast-scaling fintech or retirement technology is a plus.

• At least 1 year of professional experience in 401(k) / retirement services operations, benefits administration, or SaaS client implementation is advantageous.

• Familiarity with Controlled Group structures, plan design mechanics, and payroll integration workflows is beneficial.

• Data-driven expertise in pipeline management, forecasting, and performance coaching is a plus.

• Experience with credential vault management tools like 1Password and Okta is advantageous.

• Working knowledge of retirement plan documents and prior experience in recordkeeper operations is desirable.

• Experience in quota-carrying and target-driven environments is advantageous.

• Industry certifications such as ASPPA QKA, CRPS, or coursework in CEBS are beneficial.

🏝️ Benefits

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

• Health, dental, and vision insurance coverage.

• Competitive time off and parental leave benefits.

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

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

• Carrot fertility healthcare and family-forming benefits.

• Student loan resources provided by Candidly.

• Monthly stipend for working from home.

• Quarterly lifestyle stipend available.

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