Sales Activation Specialist

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

📋 Description

• Engage extensively with clients to ascertain their requirements and assist in establishing 401(k) plans.

• Educate, guide, and provide information to newly onboarded customers regarding their retirement savings options.

• Achieve monthly activation goals by managing client pipelines and timelines, addressing objections, and ensuring compliance with processes and communication guidelines.

• Adhere to onboarding workflows to enhance efficiency, eliminate bottlenecks, and promote operational excellence.

• Collaborate with internal teams and leadership to address customer escalations and enhance the sales activation experience.

• Work together with sales and account management to fulfill customer requirements.

• Engage with both internal and external stakeholders to ensure customer satisfaction and progress.

• Maintain professional communication with internal and external clients using solutions tailored to their needs.

• Identify opportunities for process enhancements to support team scalability.

⛳️ Requirements

• Knowledge and experience in retirement plan design, especially with 401(k) plans.

• Over 3 years of experience in customer implementation or sales within a SaaS context or the retirement sector.

• Enjoys client interactions and excels at explaining complex concepts clearly.

• Capable of onboarding 40–50+ customers each month.

• Strong work ethic with proactive follow-up on customer inquiries.

• Exceptional organizational skills with the ability to juggle multiple tasks, deadlines, and stakeholder needs.

• Eagerness to learn new programs, systems, and gain knowledge in the retirement industry.

• A keen focus on quality in all tasks.

• Ability to adapt to client systems and user interfaces, as well as troubleshoot software issues.

• Proficient PC skills, including familiarity with G-Suite products.

• Bachelor's degree or equivalent experience.

🏝️ Benefits

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, fully vested from day one, with no plan fees.

• Comprehensive health insurance plans.

• Dental coverage.

• Vision care.

• Competitive time-off policies.

• Parental leave benefits.

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

• Lyra enhanced mental health support available for employees and their dependents.

• Carrot fertility healthcare and family planning benefits.

• Candidly student loan assistance resources.

• Monthly stipend for work-from-home expenses.

• Quarterly lifestyle allowance.

• Team-building initiatives, including virtual social gatherings and team retreats.