Director of Retirement Sales Activation
Core
Director of Sales Activation driving efficiency, scalability, and velocity in customer onboarding processes for a fintech retirement platform.
Role type
Senior leadership (Director) in Sales Operations/Implementation
Builds
Customer onboarding workflows, automated setup processes, and high-volume plan launches
Domain
Fintech / Retirement Savings (401(k))
Required skills
Sales leadership, people management, process optimization, SaaS operations, cross-functional collaboration, data-driven decision making, change management, quota achievement, team scaling
Preferred skills
401(k) industry knowledge, ERISA experience, startup environment adaptability
Technologies
SaaS platforms, payroll connectivity systems, automation tools
Responsibilities
Lead and coach Sales Activation Managers to improve onboarding quality and launch rates; Strategize scalable processes to increase plan volume; Partner with Product/Integration to eliminate manual steps; Monitor performance metrics and drive continuous improvement; Manage executive-level communication and conflict resolution.
Seniority
Director, strategic leadership with hands-on team management