Manager, Sales Activation Coordinators

Human Interest

. Lead, mentor, and coach a team of Sales Activation Coordinators through 1:1s, performance evaluations, and skill-building sessions .

Posted 11/11/2026full-timeRemote • United StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and team management capabilities, with a focus on optimizing operational workflows and achieving performance targets. Proficient in CRM and workflow platforms, with a data-driven approach to pipeline management and process improvements.

Highest-signal resume keywords

People ManagementOperational EfficiencyCRM ProficiencyProcess ImprovementPerformance Coaching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow ManagementSLA AdherenceData AnalysisPipeline ManagementCredential Vault Management

Soft Skills

Interpersonal CommunicationConflict ResolutionStakeholder ManagementTeam CollaborationAccountability

Tools & Technologies

SalesforceChiliPiperSlackGoogle Workspace1Password

Certifications & Qualifications

ASPPA QKACRPSCEBS Coursework

Industry Keywords

401(k) OperationsRetirement ServicesBenefits AdministrationControlled Group StructuresPlan Design Mechanics

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Lead, mentor, and coach a team of Sales Activation Coordinators through 1:1s, performance evaluations, and skill-building sessions
Monitor and enforce team SLA adherence, including hot-handoff response and four-hour initial client outreach targets
Oversee plan document retrieval, minimize time-to-first-document, and ensure secure handling of external administrator credentials via internal vaults and 1Password
Partner with Quality Control to optimize document package submissions and reduce rejection rates and rework
Manage shift coverage, workload balancing, and out-of-office backup coverage
Collaborate with Sales and Sales Activation Managers on plan onboarding and client escalations
Ensure accurate division mapping, ownership validation, and Controlled Group entity setup in CRM/Nexus
Identify operational friction, author standard operating procedures, and lead process improvements
Forecast handoff targets by analyzing trends and pipeline health
Foster accountability, ownership, continuous improvement, and a collaborative team environment

Requirements

What you’ll need

1+ years of direct people management, team leadership, or formal supervisory experience leading high-volume operational teams
Experience managing workflows against strict time-to-contact and turnaround-time SLAs
Experience optimizing processes, improving operational efficiency, and executing against aggressive targets
Experience managing high-volume workflows, queue health, and team performance against strict SLAs
Strong technical aptitude with CRM and workflow platforms, including Salesforce, ChiliPiper, Slack, and Google Workspace
Track record of adopting new technologies and automating, streamlining, and improving operational workflows
Strong interpersonal, communication, conflict resolution, and cross-functional stakeholder management skills
Bachelor's degree in Business, Operations, or a related discipline preferred
Previous fast-scaling fintech or retirement technology experience is nice to have
1+ years of professional experience in 401(k) / retirement services operations, benefits administration, or SaaS client implementation is nice to have
Familiarity with Controlled Group structures, plan design mechanics, and payroll integration workflows is nice to have
Data-driven expertise in pipeline management, forecasting, and performance coaching is nice to have
Experience with credential vault management tools such as 1Password and Okta is nice to have
Working knowledge of retirement plan documents and prior recordkeeper operations is nice to have
Experience in quota-carrying and target-driven environments is nice to have
Industry certifications such as ASPPA QKA, CRPS, or CEBS coursework are 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
Health, 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