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Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. The Director of Sales Activation is responsible for driving efficiency, scalability, and velocity within our implementation processes, ensuring a seamless and high-impact onboarding experience. This metrics-driven leadership role focuses on consistently increasing the volume of successfully launched plans while optimizing resources and operational workflows.
Job Responsibility:
Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience
Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates
Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
Strategize and innovate scalable processes to drive higher volume of launched plans
Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
Scale the team by identifying opportunities to automate and streamline the onboarding process
Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization
Requirements:
13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
Demonstrated success working with high volume metrics
Demonstrated success meeting or exceeding monthly quota’s
Experience in SaaS and ability to work in a fast paced tech environment
Excellent written, oral, presentation, and interpersonal communication skills
Bachelor’s degree in a related discipline
Experience evolving and optimizing people, processes, and tools
Expertise managing and overseeing large complicated accounts and projects
Ability to effectively facilitate change from executive level down
Executive-level communication with the ability to effectively navigate and mediate conflict
Strong people and performance management experience
Work closely with cross functional teams with a broad range of startup and enterprise experience
Nice to have:
Experience and/or knowledge in the 401(k) industry
Sales leadership experience
401(k) sales experience
What we offer:
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
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