Dedicated Sales Activation Specialist
Core
Support the setup and launch of new clients' 401(k) plans while representing White Label partners, ensuring customers and partners are engaged and happy.
Role type
Sales Activation Specialist (Customer Implementation)
Builds
401(k) retirement plans for small and medium-sized businesses
Domain
Fintech / Retirement Savings
Required skills
401(k) plan design knowledge, customer implementation experience, sales experience, objection handling, process management, cross-functional collaboration, stakeholder management, G-Suite proficiency, software troubleshooting
Preferred skills
SaaS environment experience, retirement industry background, ability to handle high volume (40-50+ customers/month), adaptability to various client systems
Technologies
G-Suite, various client systems and user interfaces
Responsibilities
Communicate with customers to identify needs and help establish 401(k) plans, educate newly signed customers about retirement savings choices, meet monthly activation targets by managing client pipelines and timelines, follow onboarding workflows to increase velocity and remove bottlenecks, partner cross-functionally to resolve customer escalations, drive processes forward by managing internal and external stakeholders, identify areas for process improvement to help the team scale
Seniority
Mid-level, hands-on IC
