2 дня назад
Dedicated Sales Activation Specialist (401(k))
67 000 - 70 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Dedicated Sales Activation Specialist (401(k)): Supporting the setup and launch of new 401(k) plans for small and medium-sized businesses with an accent on customer onboarding, sales activation, and operational execution. Focus on managing high-volume client pipelines, removing process bottlenecks, handling objections, and delivering an effective customer experience.
Location: Remote within the United States
Salary: $67,000–$70,000 base, plus a $15,000 variable target.
Company
is a high-growth fintech company developing affordable retirement benefits and 401(k) solutions for small and medium-sized businesses.
What you will do
- Communicate with new customers to identify their needs and guide them through establishing 401(k) plans.
- Educate customers about retirement plan choices and help them launch their plans.
- Manage client pipelines, timelines, onboarding workflows, objections, and monthly activation targets.
- Identify operational blockers, remove bottlenecks, and improve activation velocity.
- Partner with sales, account management, leadership, and other internal teams to resolve escalations.
- Identify process improvements that support scale and consistent customer engagement.
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 complex concepts clearly.
- Experience managing 40–50+ customers per month, multiple deadlines, and diverse stakeholders.
- Ability to adapt to client systems and troubleshoot software issues, with strong PC and G-Suite skills.
- Bachelor’s degree or equivalent experience.
Culture & Benefits
- Mission-driven work focused on expanding access to retirement benefits.
- Employer-matched 401(k) plan with immediate vesting and no plan fees.
- Health, dental, vision, parental leave, fertility, mental health, and student loan support benefits.
- Monthly work-from-home and quarterly lifestyle stipends.
- Virtual social events and team offsites, supported by autonomous and accountable teams.
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