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2 дня назад

Manager, Sales Activation Coordinators (Fintech)

80 000 - 90 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Manager, Sales Activation Coordinators (Fintech): Leading and scaling a high-volume team responsible for client outreach, retirement plan document collection, conversion intake, and handoffs into plan design consultations with an accent on SLA performance, operational quality, and workflow automation. Focus on coaching coordinators, optimizing intake velocity, resolving complex controlled-group setup issues, and forecasting handoff targets.

Location: United States, Remote

Base salary: $80,000–$90,000 per year, plus a variable target component of $15,000–$20,000.

Company

hirify.global is a high-growth fintech company expanding access to retirement benefits for employees of small and medium-sized businesses.

What you will do

  • Directly manage, mentor, and coach Sales Activation Coordinators through regular 1:1s, performance evaluations, and skills development.
  • Manage high-volume client outreach and intake workflows against Hot Handoff and initial outreach SLAs.
  • Oversee collection of plan documents, prior recordkeeper access, secure credential handling, and submission quality for Benefits Analysis.
  • Manage team capacity, shift coverage, workload balancing, and pipeline continuity.
  • Partner with Sales, Sales Activation Managers, and Quality Control to resolve escalations and improve handoffs.
  • Ensure accurate Controlled Group structure, division, ownership, and entity setup before plan design handoff; forecast targets and lead process improvements.

Requirements

  • At least 1 year of direct people management, team leadership, or formal supervisory experience leading high-volume operational teams.
  • Experience managing workflows, queue health, turnaround times, team performance, and strict SLAs.
  • Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
  • Strong technical aptitude with CRM and workflow platforms, including Salesforce, ChiliPiper, Slack, and Google Workspace.
  • Experience adopting digital tools, identifying automation opportunities, and streamlining operational workflows.
  • Strong interpersonal, communication, conflict-resolution, and cross-functional stakeholder management skills.
  • Bachelor’s degree in Business, Operations, or a related discipline preferred.

Nice to have

  • Experience in a scaling fintech or retirement technology environment.
  • At least 1 year of experience in 401(k) or retirement services operations, benefits administration, or SaaS client implementation.
  • Familiarity with Controlled Group structures, plan design, payroll integrations, retirement plan documents, and prior recordkeeper operations.
  • Experience with pipeline management, forecasting, performance coaching, credential vault tools such as 1Password or Okta, and quota-driven environments.
  • Industry certifications such as ASPPA QKA, CRPS, or CEBS coursework.

Culture & Benefits

  • Customer-focused, accountable, autonomous, collaborative, and continuously improving work environment.
  • Remote work with monthly work-from-home and quarterly lifestyle stipends.
  • 401(k) with dollar-for-dollar employer match up to 4% and no plan fees, plus health, dental, and vision insurance.
  • Competitive time off, parental leave, mental health support, fertility and family-forming benefits, and student loan resources.
  • Virtual social events and team offsites, with additional wellness and financial-support programs.

Hiring process

  • Applications must be submitted directly by candidates through the hirify.global careers page; unsolicited resumes from vendors and recruiting agencies are not accepted.
  • hirify.global provides an accessible application process and accepts accommodation requests.

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