Retirement Sales Activation Specialist, CG/Conversion

Human Interest

. Communicate extensively with customers to identify their needs and help establish 401(k) plans .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in retirement plan design, particularly 401(k) plans, while effectively onboarding and educating customers in a SaaS environment. Strong organizational skills and proactive communication ensure customer satisfaction and engagement.

Highest-signal resume keywords

Retirement Plan DesignCustomer Onboarding ExperienceSaaS EnvironmentOrganizational SkillsClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

401(k) Plan KnowledgeCustomer OnboardingProcess ImprovementStakeholder ManagementTask Management

Soft Skills

Proactive Follow-UpClient InteractionCommunication SkillsWork EthicEnergy and Passion

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Retirement IndustryCustomer EngagementCross-Functional CollaborationCustomer Needs IdentificationSaaS

About the role

Key responsibilities & impact

Communicate extensively with customers to identify their needs and help establish 401(k) plans
Educate, guide, and inform newly signed customers about retirement savings choices
Work cross-functionally with sales and account management to meet customer needs
Drive processes forward and manage internal and external stakeholders
Keep customers engaged, happy, and on-track
Identify process improvements to help the team scale

Requirements

What you’ll need

Knowledge and experience with retirement plan design, particularly 401(k) plans
3+ years of customer onboarding experience in a SaaS environment or retirement industry
Enjoys interacting with clients and can communicate difficult concepts fluidly
Energy and passion for onboarding 40–50+ customers a month
Strong work ethic and proactive customer follow-up
Excellent organizational skills and ability to juggle multiple tasks with varying deadlines and stakeholders
Bachelor’s degree or equivalent experience

Benefits

Comp & perks

Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees
Top-of-the-line health plans
Dental and vision insurance
Generous PTO
Parental leave policies
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
Employee Resource Groups
Online and regional events and celebrations
Department and company offsites
Vast majority of positions can be 100% remote
Variable target of $35,000
Physical, financial, and mental wellness benefits