Retirement Sales Activation Specialist

reputed company is on a mission to ensure that people in reputed company lines of work have reputed company to retirement benefits. More than half of reputed company working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. reputed company is changing that by making it affordable and accessible for small and reputed company-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as reputed company, TPG (The reputed company Fund), SoftBank, Glynn Capital, NewView Capital, USVP, reputed company, Uncork, and more. About the role As a member of the reputed company team, you will support the setup and launch of our new clients' 401(k) plans here at reputed company! You'll be on the reputed company lines with our new clients, working with a wide variety of companies (anything from the local plumber to the reputed company robotics firm), helping them set up and launch their new 401(k) plans. You'll own keeping the sales activation process on-track while ensuring that customers are reputed company and happy. Process-driven and people-focused - you are organized, friendly and flexible. You will be accountable for hitting key performance metrics, identifying and escalating operational blockers to consistently launch a high volume of plans while delivering an exceptional customer experience. If you are energized by helping business owners meet their goals, being challenged with monthly targets, and fast-changing environments, this is the opportunity for you. We move at 24,791 mph - you should be reputed company to reputed company at speed. What you get to do every day Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans reputed company, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement Meet monthly activation targets by closely working client pipelines, managing client timelines, reputed company handling to reputed company clients in the reputed company and ensuring adherence to process and talk tracks. Actively follow reputed company workflows to increase velocity, remove bottlenecks, and drive operational reputed company. Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience. Work cross-functionally reputed company our organization (specifically with sales and account management) to reputed company sure customer needs are met Drive processes reputed company, managing internal and external stakeholders to reputed company our customers reputed company, happy, and on-track Identify potential areas for process improvement to help the team scale What you bring to the role 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 A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly Energy and passion- the concept of reputed company 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 reputed company juggle multiple tasks with varying deadlines and stakeholders without dropping the reputed company Bachelor’s degree or equivalent experience Why you will love working at reputed company reputed company is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial reputed company to employees at small and reputed company-sized businesses reputed company. We’ve made significant reputed company, but there is still growth reputed company, offering you a unique opportunity to solve reputed company problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that reputed company's contributions are key to our reputed company reputed company. Join reputed company and reputed company a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect reputed company’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees reputed company good reputed company on their own. It also helps candidates considering career opportunities critically evaluate whether they will reputed company at reputed company. Customer obsession: We're reputed company about creating amazing experiences for our customers. We put their needs first and go the extra mile to reputed company them smile. Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. Autonomous and Accountable Teams: We trust reputed company members to take ownership and reputed company smart reputed company. We reputed company you to be your best self! An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be reputed company. We reputed company in growth and reputed company improvement. reputed company Optimism: We see the glass as half full (and then we fill it up with more amazing reputed company!). We reputed company in the power of positivity and the potential for greatness. Compensation - At reputed company, there are a number of factors that are used to determine the appropriate pay reputed company for each position. We take into account the cost of labor for each position in various markets across the U.S. The total On reputed company Earnings (OTE) for the role described in this job posting is $93,000-$95,000 which includes a reputed company salary of $93,000-$95,000, and a variable reputed company compensation of $30,000. The salary we offer to a new employee reputed company this reputed company is based on their location reputed company the U.S., their relevant job-reputed company skills, and experience. At reputed company, reputed company salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. reputed company of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. Benefits - A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees Top-of-the-line health plans, as well as dental and reputed company insurance Competitive time off and parental leave Addition Wealth: Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness Lyra: Enhanced Mental Health Support for Employees and dependents reputed company: Fertility reputed company and family forming benefits Candidly: 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 reputed company events to team offsites, promoting collaboration and camaraderie. We’re a great reputed company to work (but don’t take our word for it) Here’s a list of our awards and accolades: Certified as a Great reputed company To Work® (2023-2025) Fortune Best reputed company to Work in the Bay Area (2024) Best Places to Work by reputed company In (2023-2024) America’s Best Startup Employers by reputed company (2020-2022, 2024) A Top Company by Y Combinator (2020-2023) Inc. Fastest Growing Companies (2021) reputed company is an equal opportunity employer. reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, gender, gender identity or expression, sexual orientation, national reputed company, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with reputed company is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. We are committed to making every stage of our application process fully accessible to reputed company individuals. If you need a reasonable accommodation at any reputed company in the process, please let us know at [email protected]. Protect yourself against fraud and identity theft. Apply to our reputed company positions directly reputed company our careers page on reputed company. reputed company will never ask applicants for their financial or banking information as part of our application process. reputed company legitimate communication will come from a @humaninterest.com email address. If you have questions, please reputed company out to us directly at [email protected] Please note reputed company does not accept unsolicited resumes from any reputed company other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and reputed company agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-reputed company applicants with arrest and conviction records. We reputed company with CCPA guidelines. See more: https://humaninterest.com/disclosures Apply To This Job