Note: The job is a remote job and is open to candidates in USA. Human Interest is a fintech company working to expand access to retirement benefits for employees at small and medium-sized businesses. The Dedicated Sales Activation Specialist supports the setup and launch of new clients’ 401(k) plans, manages activation pipelines and timelines, addresses operational blockers, and delivers an exceptional customer experience.
Responsibilities
- Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans
- Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement
- Meet monthly activation targets by closely working client pipelines, managing client timelines, objection handling to keep clients in the flow and ensuring adherence to process and talk tracks
- Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence
- Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience
- Work cross-functionally within our organization (specifically with sales and account management) to make sure customer needs are met
- Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
- Communicate professionally to both internal and external clients while focusing on needs-driven solutions
- Identify potential areas for process improvement to help the team scale
Skills
- Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
- Energy and passion - the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
- A strong work ethic, proactively following up with our customers and keeping them on track
- Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
- A desire for learning new programs, systems, and expanding your knowledge about the retirement industry and our product
- A strong focus on quality
- Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise
- Strong PC skills, including experience working with G-Suite products
- Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise
- Bachelor's degree or equivalent experience
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie
- This position will also offer a variable target of $15,000
Company Overview
Company H1B Sponsorship