Manager, Retirement Sales Activation (Fintech)

Location: United States, Remote

Base salary: $100,000–$105,000 per year. Total on-target earnings are $140,000–$150,000, including variable compensation.

Company

Fintech company focused on making retirement benefits affordable and accessible to employees at small and medium-sized businesses.

What you will do

• Lead, coach, and motivate a team of sales activation specialists to exceed monthly quotas.
• Develop strategies to increase the volume of successful retirement plan launches.
• Manage conversion pipelines, pre-launch churn, process adherence, and talk tracks.
• Optimize workflows, remove bottlenecks, and improve conversion velocity and operational efficiency.
• Partner with Sales, Program Management, Customer Success, and senior leadership to resolve escalations and improve the customer experience.
• Forecast conversion targets and support capacity planning through pipeline and trend analysis.

Requirements

• 3–5 years of professional experience, including at least 2 years in people leadership within Sales, Implementation, or a related function.
• Experience in SaaS or retirement and financial services environments.
• Proven success in quota-carrying, target-driven environments.
• Understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.
• Strong skills in pipeline management, forecasting, performance coaching, process optimization, and decision-making.
• Bachelor’s degree in Business, Operations, or a related discipline is preferred.

Culture & Benefits

• Customer-focused, accountable, autonomous, and continuously improving work environment.
• Employer-matched 401(k) plan with dollar-for-dollar matching up to 4% and no plan fees.
• Health, dental, vision, mental health, fertility, family-forming, and financial wellness benefits.
• Competitive paid time off and parental leave.
• Monthly work-from-home and quarterly lifestyle stipends.
• Virtual team events and team offsites.