B2B Inside Sales Manager – Employer Partnerships

PensionBee UK

. Support the U.S. Head of VP Partnerships by flagging follow-ups, surfacing warm leads, and preparing briefing materials . Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, NAPA award lists, and

Posted 9/22/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $82,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in lead generation and relationship management within the retirement industry, utilizing CRM tools like Pipedrive to track and analyze outreach efforts. Strong written communication and organizational skills are essential for creating tailored sales materials and maintaining accurate data.

Highest-signal resume keywords

Lead GenerationCRM ManagementRetirement Industry KnowledgeWritten CommunicationOrganizational Skills

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

Lead GenerationCRM ManagementData AnalysisSales Material CreationCampaign Performance Analysis

Soft Skills

Attention to DetailCollaborationCuriosity

Tools & Technologies

PipedriveAdvizorProLinkedIn

Industry Keywords

401(k)403(b)ERISASafe Harbor RulesRIA LandscapeRecordkeeper Ecosystems

About the role

Key responsibilities & impact

Support the U.S. Head of VP Partnerships by flagging follow-ups, surfacing warm leads, and preparing briefing materials
Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, NAPA award lists, and conference attendee lists
Prioritize 3(38) and 3(21) fiduciaries and co-fiduciaries likely to engage on force-out and plan termination solutions
Expand prospecting into ERISA law firms, bankruptcy and M&A specialists, and TPAs involved in plan terminations
Run personalized, multi-touch outreach across email, LinkedIn, and phone
Track activity in Pipedrive and maintain a clean, visible pipeline
Create tailored sales materials, presentation templates, objection-handling guides, FAQs, and case studies
Build email templates in Pipedrive and manage segmented campaign sends
Maintain post-send list hygiene and analyze campaign performance
Research conferences, recommend lead-generation events, and manage pre-event outreach and post-conference follow-up
Maintain accurate CRM data and pull weekly pipeline reports
Build conversion and outreach performance reports
Collaborate with Product on CRM automation and workflow improvements
Relay field insights to Marketing and Product and advocate for messaging or tooling improvements

Requirements

What you’ll need

Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules)
Familiarity with the RIA landscape and how advisors build their practices
Understanding of recordkeeper ecosystems (Empower, ADP, Fidelity, Principal)
Exceptional written communication
Strong organization and attention to detail
Collaborative mindset
Genuine curiosity
Experience with Pipedrive or a comparable CRM is helpful, but not required

Benefits

Comp & perks

Bonus
Equal opportunity employer
Inclusive work environment
Hybrid work arrangement with 3 days in-office