Sales Activation Specialist

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

📋 Description

• Assist in the establishment and initiation of new clients’ 401(k) plans while representing White Label partners.

• Engage with customers to ascertain their needs and assist in setting up 401(k) plans.

• Educate, guide, and inform newly acquired customers about their retirement savings options.

• Achieve monthly activation goals by managing client pipelines and adhering to timelines.

• Address objections, maintain client engagement, and ensure compliance with established processes and communication strategies.

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

• Collaborate with internal teams and leadership to address customer escalations effectively.

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

• Coordinate with internal and external stakeholders to maintain customer engagement and ensure they remain on track.

• Identify opportunities for process improvements to aid team scalability.

⛳️ Requirements

• Proficiency and experience in retirement plan design, specifically 401(k) plans.

• Minimum of 3 years in customer implementation or sales roles within a SaaS environment or retirement sector.

• Capability to articulate complex concepts clearly to clients.

• Capacity to onboard 40–50+ customers each month.

• Strong work ethic with proactive customer follow-up skills.

• Exceptional organizational abilities and the competence to manage multiple tasks, deadlines, and stakeholders effectively.

• Openness to learning new programs, systems, and knowledge within the retirement industry.

• Strong emphasis on quality and attention to detail.

• Ability to adapt to client systems and user interfaces, along with troubleshooting software issues.

• Proficient PC skills, including experience with G-Suite applications.

• Bachelor’s degree or equivalent professional experience.

🏝️ Benefits

• Variable target compensation of $15,000.

• Dollar-for-dollar employer match on 401(k) contributions up to 4% of compensation, fully vested immediately.

• No fees associated with the 401(k) plan.

• Comprehensive health insurance coverage.

• Dental insurance provided.

• Vision insurance offered.

• Competitive time-off policies.

• Parental leave benefits.

• Unlimited access to digital tools, financial professionals, and a wealth of knowledge through Addition Wealth.

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

• Fertility healthcare and family formation benefits provided through Carrot.

• Resources for student loan management available through Candidly.

• Monthly stipend for work-from-home expenses.

• Quarterly lifestyle stipend offered.

• Team-building activities, virtual social events, and team offsite gatherings.