Description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
As a Dedicated Sales Activation Specialist, you will support the setup and launch of new clients' 401(k) plans while representing our White Label partners.
Responsibilities
- Communicate extensively with customers to identify their needs and help them establish their 401(k) plans
- Educate, guide, and inform newly signed customers about the choices they have to help their employees save for retirement
- Meet monthly activation targets by closely working with client pipelines, managing client timelines, objection handling, and ensuring adherence to process and talk tracks
- Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence
- Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience
- Work cross-functionally within our organization to ensure customer needs are met
- Drive processes forward, managing internal and external stakeholders to keep customers engaged, happy, and on-track
- Identify potential areas for process improvement to help the team scale
Requirements
- Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- A 'people person' who truly enjoys interacting with clients and can communicate difficult concepts fluidly
- Energy and passion for onboarding 40-50+ customers a month
- Excellent organizational skills, able to juggle multiple tasks with varying deadlines and stakeholders
- A desire for learning new programs, systems, and expanding knowledge about the retirement industry and our product
- Strong PC skills, including experience working with G-Suite products
- Bachelor's degree or equivalent experience
Benefits
- A great 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation and $0 plan fees
- Top-of-the-line health plans, dental, and vision insurance
- Competitive time off and parental leave
- Unlimited access to digital tools, financial professionals, and a knowledge center to support financial wellness
- Enhanced mental health support for employees and dependents
- Fertility healthcare and family-forming benefits
- Monthly work-from-home stipend and quarterly lifestyle stipend
Compensation
- Base salary: $67,000 - $70,000 per year
- Variable target: $15,000 per year