Manager, Retirement Sales Activation

Human Interest

. Lead, coach, and inspire a team of sales activation specialists to exceed monthly quotas .

Posted 9/24/2026full-timeRemote • United StatesJuniorMid-Level💰 $100,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in managing sales activation teams, with a focus on achieving conversion targets and optimizing processes. Possesses expertise in pipeline management, forecasting, and 401(k) plan design within a SaaS or Financial Services environment.

Highest-signal resume keywords

People LeadershipQuota-Carrying ExperiencePipeline ManagementProcess Optimization401(k) Plan Design

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pipeline ManagementForecastingPerformance CoachingProcess OptimizationConversion Workflow ManagementData AnalysisQuota AchievementCustomer Activation StrategiesOperational EfficiencyProject Management

Soft Skills

Interpersonal SkillsProblem-SolvingDecision-MakingTeam MotivationCollaboration

Industry Keywords

SaaSRetirement ServicesFinancial ServicesSales ActivationCustomer SuccessPlan LaunchesConversion RatesChurn ManagementAccountabilityContinuous Improvement

About the role

Key responsibilities & impact

Lead, coach, and inspire a team of sales activation specialists to exceed monthly quotas
Develop and execute strategies for high-volume successful plan launches
Own team performance by inspecting conversion pipelines, managing pre-launch churn, and ensuring process and talk-track adherence
Monitor and optimize conversion workflows to increase velocity and remove bottlenecks
Partner with Sales, Program Management, Customer Success, and senior leadership on customer escalations and conversion improvements
Identify performance gaps and implement coaching, enablement, and process improvements
Forecast conversion targets and contribute to capacity planning through trend and pipeline-health analysis
Foster accountability, ownership, continuous improvement, and a collaborative team environment
Achieve and exceed monthly conversion quota targets
Ensure a healthy mix of Safe Harbor and Auto-Enroll plans
Minimize pre-launch churn by resolving customer pain points
Improve conversion cycle times and rates through process optimization
Establish the team as a driver of customer activation and revenue acceleration

Requirements

What you’ll need

3-5 years of total professional experience
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 success in a quota-carrying and target-driven environment
Strong understanding of 401(k) plan design or ability to quickly develop subject-matter expertise
Data-driven mindset with expertise in pipeline management, forecasting, and performance coaching
Problem-solving and decision-making skills in a fast-paced, constantly evolving environment
Ability to optimize processes, improve operational efficiency, and execute against aggressive targets
Interpersonal skills to motivate teams, resolve conflict, and collaborate across departments
Experience managing high-volume customer portfolios and overseeing complex projects or implementations
Excellent written, verbal, and presentation skills
Bachelor's degree in Business, Operations, or a related discipline preferred

Benefits

Comp & perks

Total On Target Earnings (OTE) of $140,000-$150,000, including variable target compensation of $40,000 to $45,000
Stock option grants
Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested
$0 401(k) plan fees
Top-of-the-line health plans
Dental and vision insurance
Competitive time off and parental leave
Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
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