СШАDirector of Retirement Sales Activation
1 нед. назад
СШАDirectorRemote
salesforcecrmdata analysisprocess optimization
Lead sales activation strategies to optimize onboarding and increase volume of launched retirement plans.
Обязанности
- The Director of Sales Activation is responsible for driving efficiency, scalability, and velocity within our implementation processes, ensuring a seamless and high-impact onboarding experience. This metrics-driven leadership role focuses on consistently increasing the volume of successfully launched plans while optimizing resources and operational workflows.
- In this role, you will reimagine and refine sales activation strategies beyond traditional 401(k) implementation, identifying innovative ways to streamline processes and enhance automation. Leading a high-performing team, you will empower and support the Customer Onboarding teams and leaders, equipping them with the tools and frameworks needed to exceed performance metrics in a fast-paced, high-growth environment.
- As part of the broader Revenue organization, you will play a pivotal role in shaping an integrated, frictionless customer experience - establishing onboarding as a core differentiator for Human Interest. Success in this role requires a data-driven mindset, cross-functional collaboration, and a passion for continuous improvement to scale operations efficiently while delivering exceptional client outcomes.
Требования
- You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
- Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
- 13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
- Demonstrated success working with high volume metrics
- Demonstrated success meeting or exceeding monthly quota’s
- Experience in SaaS and ability to work in a fast paced tech environment
- Excellent written, oral, presentation, and interpersonal communication skills
- Bachelor’s degree in a related discipline
- Experience evolving and optimizing people, processes, and tools
- Expertise managing and overseeing large complicated accounts and projects
- Ability to effectively facilitate change from executive level down
- Executive-level communication with the ability to effectively navigate and mediate conflict
- Strong people and performance management experience
- Work closely with cross functional teams with a broad range of startup and enterprise experience
Будет плюсом
- Experience and/or knowledge in the 401(k) industry
- Sales leadership experience
- 401(k) sales experience
Условия
- Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience
- Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates
- Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
- Strategize and innovate scalable processes to drive higher volume of launched plans
- Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
- Scale the team by identifying opportunities to automate and streamline the onboarding process
- Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
- Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
- Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization
- This role will report into the Vice President of Sales Activation & ERISA
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
- We’re a great place to work (but don’t take our word for it)
- Here’s a list of our awards and accolades:
- Certified as a Great Place To Work® (2023-2025)
- Fortune Best Place to Work in the Bay Area (2024)
- Best Places to Work by Built In (2023-2024)
- America’s Best Startup Employers by Forbes (2020-2022, 2024)
- A Top Company by Y Combinator (2020-2023)
- Inc. Fastest Growing Companies (2021)
- Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- See more:
Другое
- Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
- More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
- We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.
- Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.
- Join Human Interest and make a lasting impact by shaping the future of retirement.
- Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
- Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
- Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
- Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
- An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
- Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.
- Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $200,000 - $220,000 which includes a base salary of $130,000 to $140,000 and a variable target compensation of $70,000 to $80,000. The specific pay rate offered is based on the candidate’s relevant skills and experience. Base pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits. Additionally, employees receive stock option grants, enhancing long-term financial growth and investment in our company's success.