Retirement Sales Activation Specialist
$63,000–$65,000 year
Remote
Job Summary
Communicate extensively with new clients to identify needs and establish 401(k) plans, educating them on retirement savings choices while managing client timelines and objection handling. Drive operational excellence by following onboarding workflows, removing bottlenecks, and escalating blockers to ensure high-volume plan launches meet monthly activation targets. Partner cross-functionally with sales and leadership to resolve escalations, keep customers engaged, and identify process improvements for team scaling. This role supports the setup and launch of client 401(k) plans for small and medium-sized businesses, requiring strong organizational skills and a passion for velocity in a fast-changing fintech environment.
Required Qualifications
- Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- Bachelor's degree or equivalent experience
Desired Qualifications
- A 'people person' who truly enjoys interacting with clients and can communicate difficult concepts fluidly
- Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
- A strong work ethic, proactively following up with our customers and keeping them on track
- Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
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