Sales Activation Specialist

Human Interest

. Support the setup and launch of new clients’ 401(k) plans while representing White Label partners .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelSenior💰 $67,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in 401(k) plan design and customer onboarding, with a strong focus on operational excellence and process improvement. Proven ability to manage multiple stakeholders and meet activation targets in a fast-paced environment.

Highest-signal resume keywords

401(K) Plan DesignCustomer Implementation ExperienceSaaS Environment ExperienceExcellent Organizational SkillsG-Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan DesignCustomer OnboardingProcess ImprovementClient EngagementTroubleshooting Software Issues

Soft Skills

Proactive Customer Follow-UpStrong Work EthicEffective CommunicationAdaptabilityQuality Focus

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Retirement IndustryClient PipelinesOperational ExcellenceCustomer EscalationsSales Collaboration

About the role

Key responsibilities & impact

Support the setup and launch of new clients’ 401(k) plans while representing White Label partners
Communicate with customers to identify needs and help establish 401(k) plans
Educate, guide, and inform newly signed customers about retirement savings options
Meet monthly activation targets by managing client pipelines and timelines
Handle objections, keep clients engaged, and ensure adherence to processes and talk tracks
Follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence
Partner with internal teams and leadership to resolve customer escalations
Collaborate with sales and account management to meet customer needs
Manage internal and external stakeholders to keep customers engaged 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 implementation or sales experience in a SaaS environment or retirement industry
Ability to communicate difficult concepts fluidly with clients
Ability to onboard 40–50+ customers per month
Strong work ethic and proactive customer follow-up
Excellent organizational skills and ability to manage multiple tasks, deadlines, and stakeholders
Willingness to learn new programs, systems, and retirement-industry knowledge
Strong focus on quality
Ability to adapt to client systems and user interfaces and troubleshoot software issues
Strong PC skills, including experience with G-Suite products
Bachelor’s degree or equivalent experience

Benefits

Comp & perks

Variable target of $15,000
Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested
$0 401(k) plan fees
Health insurance
Dental insurance
Vision insurance
Competitive time off
Parental leave
Unlimited access to digital tools, financial professionals, and a knowledge center through Addition Wealth
Enhanced mental health support for employees and dependents through Lyra
Fertility healthcare and family forming benefits through Carrot
Student loan resources through Candidly
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites