Director of Retirement Sales Activation

Human Interest

. Drive efficiency, scalability, and velocity within implementation processes .

Posted 10/7/2026full-timeRemote • United StatesLead💰 $130,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving efficiency and scalability in onboarding processes, with a strong focus on managing high-volume metrics and optimizing resources. Proven ability to lead cross-functional teams and implement innovative strategies in a SaaS environment.

Highest-signal resume keywords

Sales Leadership ExperienceSaaS Management ExperienceOnboarding Process OptimizationPerformance ManagementExecutive-Level Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process OptimizationProject ManagementMetrics AnalysisChange FacilitationAutomation Implementation

Soft Skills

Dynamic LeadershipInterpersonal CommunicationTeam MotivationConflict MediationCoaching

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

401(k) Industry KnowledgeCustomer ImplementationSales Activation StrategiesRevenue EnablementCross-Functional Collaboration

About the role

Key responsibilities & impact

Drive efficiency, scalability, and velocity within implementation processes
Increase the volume of successfully launched plans while optimizing resources and operational workflows
Reimagine and refine sales activation strategies beyond traditional 401(k) implementation
Lead and support Customer Onboarding teams and leaders with tools and frameworks
Work with Sales Activation Managers to identify trends and strategies improving onboarding timelines and experiences
Coach Sales Activation Managers to improve the 90-day onboarding process and launch rates
Assist in leading setup, payroll connectivity, program management, quality assurance, and conversion onboarding
Strategize and innovate scalable processes to increase launched-plan volume
Partner with Product and Integration teams to eliminate manual processes and drive automation
Scale the team by automating and streamlining onboarding
Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations, and other teams on onboarding communication, collaboration, and customer escalations
Monitor onboarding performance metrics and implement continual improvements
Manage people and performance using radical candor
Report to the Vice President of Sales Activation & ERISA

Requirements

What you’ll need

Results-driven, confident, and dynamic leadership
Ability to communicate across the organization and inspire and motivate teams
13+ years of total experience
5+ years of management experience in sales, customer implementation, or related disciplines in a SaaS environment
Demonstrated success working with high-volume metrics
Demonstrated success meeting or exceeding monthly quotas
Experience in SaaS and fast-paced technology environments
Excellent written, oral, presentation, and interpersonal communication skills
Bachelor’s degree in a related discipline
Experience evolving and optimizing people, processes, and tools
Expertise managing and overseeing large, complicated accounts and projects
Ability to facilitate change from executive level down
Executive-level communication and conflict mediation skills
Strong people and performance management experience
Experience working with cross-functional teams
Experience and/or knowledge in the 401(k) industry (nice to have)
Sales leadership experience (nice to have)
401(k) sales experience (nice to have)

Benefits

Comp & perks

401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees
Top-of-the-line health plans
Dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness
Lyra enhanced mental health support for employees and dependents
Carrot fertility healthcare and family forming benefits
Candidly student loan resources
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites
Stock option grants
Physical, financial, and mental wellness benefits