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Manager, Retirement Sales Activation

humaninterest · United States, Remote · Remote
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<div class="content-intro"><p><img src="https://hi-contentful.imgix.net/4xN7JhmwCRuz3y9M8L8CF7/5c244c52cfc982bd1a348a80dc35d43b/hi-logo-new.svg?auto=format&ixlib=react-9.0.3&h=40&w=132&q=50&dpr=2" alt="hi-logo" width="132" style="max-width: 100%;"></p></div><p><strong>Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.</strong> </p> <p>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.</p> <p>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 <a href="https://www.globenewswire.com/news-release/2023/01/13/2588448/0/en/Human-Interest-and-BlackRock-Join-Efforts-to-Expand-Access-to-Retirement-Plans-for-Working-Americans.html#:~:text=Human%20Interest%20has%20secured%20approximately%20%24500%20million%20in%20funding%20to%20date&text=NEW%20YORK%20and%20SAN%20FRANCISCO,businesses%20across%20the%20United%20States.">BlackRock</a>, <a href="https://www.globenewswire.com/news-release/2021/08/04/2274611/0/en/The-Rise-Fund-Leads-200M-Series-D-Investment-in-Human-Interest-to-Accelerate-Growth-and-Societal-Impact.html">TPG (The Rise Fund)</a>, SoftBank, <a href="https://www.globenewswire.com/news-release/2021/02/11/2174214/0/en/Human-Interest-Completes-105M-Series-C-Following-Breakout-Year-in-2020.html">Glynn Capital</a>, NewView Capital, USVP, Wing, Uncork, and more.</p> <p><strong>About the role</strong></p> <p>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. This role is ideal for someone who thrives in a fast-paced, high-growth environment and has a passion for optimizing processes, managing performance, and exceeding aggressive targets.</p> <p>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. If you are energized by metrics, people development, and fast-changing environments, this is the opportunity for you. We move at 24,791 mph - you should be ready to lead at speed.</p> <p><strong>What you get to do every day</strong></p> <ul> <li>Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.</li> <li>Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.</li> <li>Own team performance by closely inspecting conversion pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.</li> <li>Actively monitor and optimize conversion workflows to increase velocity, remove bottlenecks, and drive operational excellence.</li> <li>Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the conversion experience.</li> <li>Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.</li> <li>Forecast conversion targets and contribute to capacity planning by analyzing trends and pipeline health.</li> <li>Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.</li> </ul> <p><strong>What success looks like</strong></p> <ul> <li>Achieve and exceed monthly conversion quota targets for your team.</li> <li>Ensure a healthy mix of plan types (e.g., Safe Harbor and Auto-Enroll) to meet internal performance benchmarks.</li> <li>Consistently minimize pre-launch churn by proactively identifying and resolving customer pain points.</li> <li>Improve conversion cycle times and conversion rates through process optimization and cross-functional collaboration.</li> <li>Establish your team as a key driver of customer activation and revenue acceleration within Human Interest.</li> <li>Champion a culture of excellence and psychological safety, empowering the team to hit ambitious targets while feeling supported.</li> </ul> <p><strong>What you bring to the role</strong></p> <ul> <li>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.</li> <li>Proven track record of success in a quota-carrying and target-driven environment.</li> <li>Strong understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.</li> <li>Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching.</li> <li>Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment.</li> <li>Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive

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