Retirement Sales Activation Specialist (Fintech)

Location: United States, Remote

Base salary: $63,000–$65,000 per year, plus a variable target of $30,000.

Company

hirify.global is a high-growth fintech company making retirement benefits more accessible to employees at small and medium-sized businesses.

What you will do

• Support customers with setting up and launching 401(k) retirement plans.
• Educate newly signed customers about retirement savings choices for their employees.
• Manage client pipelines, timelines, objections, and monthly activation targets.
• Follow onboarding workflows, increase velocity, remove bottlenecks, and drive operational excellence.
• Partner with sales, account management, leadership, and other internal teams to resolve escalations.
• Identify process improvements that help scale the sales activation experience.

Requirements

• Knowledge and experience with retirement plan design, particularly 401(k) plans.
• 3+ years of customer implementation or sales experience in a SaaS environment or the retirement industry.
• Strong client communication skills and the ability to explain difficult concepts clearly.
• Ability to onboard 40–50+ customers per month while meeting activation targets.
• Strong organization, follow-up, prioritization, and stakeholder-management skills.
• Bachelor’s degree or equivalent experience.

Culture & Benefits

• Customer-focused, autonomous, accountable, and performance-oriented working environment.
• 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation and no plan fees.
• Health, dental, vision, mental health, fertility, family-forming, and financial wellness benefits.
• Competitive time off and parental leave.
• Monthly work-from-home and quarterly lifestyle stipends.
• Virtual social events and team offsites.