8 дней назад
Director of Retirement Sales Activation (Fintech)
130 000 - 140 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Retirement Sales Activation (Fintech): Scaling customer onboarding and retirement-plan launches through data-driven sales activation, process optimization, and automation with an accent on high-volume implementation, team leadership, and SaaS operations. Focus on improving 90-day onboarding, integrating payroll and product systems, eliminating manual work, and driving continuous performance improvements across cross-functional teams.
Location: United States, Remote
Base salary: $130,000–$140,000 annually; total on-target earnings: $200,000–$220,000, including variable compensation.
Company
is a high-growth fintech company making retirement benefits more affordable and accessible for employees of small and medium-sized businesses.
What you will do
- Lead sales activation and customer onboarding operations, increasing the volume and success rate of launched retirement plans.
- Coach Sales Activation Managers and improve the quality, efficiency, and outcomes of the 90-day onboarding process.
- Oversee onboarding support functions including setup, payroll connectivity, program management, quality assurance, and conversion onboarding.
- Design scalable processes and partner with Product and Integration teams to automate onboarding and eliminate manual work.
- Monitor onboarding metrics, identify trends, and implement changes that improve timelines, launch rates, and customer outcomes.
- Collaborate with Revenue, Customer Support Operations, and other teams while managing performance, change, and customer escalations.
Requirements
- 13+ years of total experience, including 5+ years of management experience in sales, customer implementation, or a related discipline within a SaaS environment.
- Demonstrated success working with high-volume metrics and meeting or exceeding monthly quotas.
- Experience optimizing people, processes, and tools in a fast-paced technology environment.
- Strong people management, performance management, executive communication, conflict mediation, and cross-functional collaboration skills.
- Experience managing large, complex accounts and projects, with the ability to facilitate change from executive level through the organization.
- Bachelor’s degree in a related discipline.
Nice to have
- Experience or knowledge in the 401(k) industry.
- Sales leadership experience.
- 401(k) sales experience.
Culture & Benefits
- Mission-driven work focused on closing the retirement savings gap.
- Employer-matched 401(k) plan with immediate vesting and no plan fees.
- Health, dental, vision, mental health, fertility, family-forming, and financial wellness benefits.
- Competitive time off, parental leave, stock options, and work-from-home and lifestyle stipends.
- Team-building activities, virtual social events, and company offsites.
- Culture built around customer obsession, accountability, long-term orientation, continuous improvement, and optimism.
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