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Role Description

Human Interest is seeking a high-performing Retirement Sales Activation Manager to lead a dynamic team responsible for driving efficiency, velocity, and customer satisfaction throughout the onboarding process. This role is ideal for someone who thrives in a fast-paced, high-growth environment and has a passion for optimizing processes, managing performance, and exceeding aggressive targets.

• Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.
• Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
• Own team performance by closely inspecting onboarding pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.
• Actively monitor and optimize onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the onboarding experience.
• Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
• Forecast onboarding targets and contribute to capacity planning by analyzing trends and pipeline health.
• Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.

Qualifications

• 3-5 years of total professional experience, with at least 2+ years in a people leadership role within Sales, Implementation, or a related function in a SaaS or Retirement/Financial Services environment.
• Proven track record of success in a quota-carrying and target-driven environment.
• Strong understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.
• Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching.
• Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment.
• Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
• Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
• Experience managing high-volume customer portfolios and overseeing complex projects or implementations.
• Excellent written, verbal, and presentation skills, with the ability to influence and communicate effectively at all levels of the organization.
• Bachelor’s degree in Business, Operations, or a related discipline preferred.

Requirements

• Achieve and exceed monthly onboarding quota targets for your team.
• Ensure a healthy mix of plan types (e.g., Safe Harbor and Auto-Enroll) to meet internal performance benchmarks.
• Consistently minimize pre-launch churn by proactively identifying and resolving customer pain points.
• Improve onboarding cycle times and conversion rates through process optimization and cross-functional collaboration.
• Establish your team as a key driver of customer activation and revenue acceleration within Human Interest.
• Champion a culture of excellence and psychological safety, empowering the team to hit ambitious targets while feeling supported.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.
• Top-of-the-line health plans, as well as dental and vision insurance.
• Competitive time off and parental leave.
• Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
• Enhanced Mental Health Support for Employees and dependents.
• Fertility healthcare and family forming benefits.
• Student loan resource to help you and your family plan, borrow, and repay student debt.
• Monthly work-from-home stipend; quarterly lifestyle stipend.
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.