Retirement Sales Activation Specialist

About the role

As a member of the onboarding team, you will support the setup and launch of our new clients' 401(k) plans here at Human Interest! You'll be on the front lines with our new clients, working with a wide variety of companies (anything from the local plumber to the nationwide 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 engaged 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.

What you get to do every day

• Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans
• Educate, 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, objection handling to keep clients in the flow and ensuring adherence to process and talk tracks.
• Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience.
• Work cross-functionally within our organization (specifically with sales and account management) to make sure customer needs are met
• Drive processes forward, managing internal and external stakeholders to keep our customers engaged, 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 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
• Bachelor’s degree or equivalent experience