Manager, Retirement Sales Activation

Human Interest is seeking a high-performing Retirement Sales Activation Manager to lead a dynamic team responsible for driving efficiency, velocity, and customer satisfaction throughout the conversion process.

You will be accountable for hitting key performance metrics, identifying and solving operational blockers, and leading your team to consistently launch a high volume of plans while delivering an exceptional customer experience.

Responsibilities:

• Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.
• Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
• Own team performance by closely inspecting conversion pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.
• Actively monitor and optimize conversion workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the conversion experience.
• Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
• Forecast conversion targets and contribute to capacity planning by analyzing trends and pipeline health.
• Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.

What success looks like:

• Achieve and exceed monthly conversion quota targets for your team.
• Ensure a healthy mix of plan types (e.g., Safe Harbor and Auto-Enroll) to meet internal performance benchmarks.
• Consistently minimize pre-launch churn by proactively identifying and resolving customer pain points.
• Improve conversion cycle times and conversion rates through process optimization and cross-functional collaboration.
• Establish your team as a key driver of customer activation and revenue acceleration within Human Interest.
• Champion a culture of excellence and psychological safety, empowering the team to hit ambitious targets while feeling supported.

Requirements:

• 3-5 years of total professional experience, with at least 2+ years in a people leadership role within Sales, Implementation, or a related function in a SaaS or Retirement/Financial Services environment.
• Proven track record of success in a quota-carrying and target-driven environment.
• Strong understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.
• Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching.
• Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment.
• Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
• Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
• Experience managing high-volume customer portfolios and overseeing complex projects or implementations.
• Excellent written, verbal, and presentation skills, with the ability to influence and communicate effectively at all levels of the organization.
• Bachelor’s degree in Business, Operations, or a related discipline preferred.

Compensation:

• The total On Target Earnings (OTE) for the role is $140,000 - $150,000, which includes a base salary of $100,000-$105,000 and a variable target compensation of $40,000 to $45,000.

Benefits:

• A great 401(k) plan with 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.
• Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
• Enhanced Mental Health Support for Employees and dependents.
• Fertility healthcare and family forming benefits.
• 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.