Guideline · 1 day ago
Sales Manager, Retirement Plan Conversions
United States
Full-time
Remote
Senior Level
$190K/yr - $250K/yr
5+ years exp
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Responsibilities
Manage, coach, and mentor a team of 6-8 professionals responsible for medium to large deal conversions.
Foster a collaborative, high-performance culture focused on delivering exceptional client experiences and exceeding sales and conversion targets.
Develop team members’ skills in consultative selling, competitive positioning, and client relationship management.
Lead by example in competitive selling, helping the team position our 401(k) software as the best solution for prospective clients.
Build trust and rapport with decision-makers (HR, finance leaders, executives) to address concerns and overcome objections during the sales and conversion process.
Develop tailored strategies to help businesses switch their 401(k) plans, highlighting competitive advantages and ROI.
Partner with Legal and Compliance teams to ensure all 401(k) plan transitions meet regulatory requirements.
Work with Marketing to create competitive positioning materials, case studies, and sales enablement resources that support the team’s efforts.
Collaborate with Partner teams to develop and execute co-selling strategies with financial advisors, third-party administrators (TPAs), and other stakeholders.
Build and refine processes to streamline 401(k) plan conversions, ensuring consistency, accuracy, and scalability as the team grows.
Implement metrics and KPIs to track team performance and identify areas for improvement.
Act as a key contributor in shaping the organization’s growth strategy and identifying opportunities to improve customer satisfaction and retention.
Contribute to the maturity of the conversion organization by identifying gaps in processes, tools, and training, and implementing solutions to drive long-term success.
Stay informed about industry trends, competitors, and changes in the 401(k) landscape to continuously improve the team’s approach.
Advocate for client needs internally to influence product enhancements and drive innovation in the platform.
Qualification
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Required
5-8+ years of experience in B2B SaaS sales, account management, or operations, preferably in the retirement, benefits, or HR technology space.
Proven success in managing and developing high-performing teams handling medium and large deal cycles.
Experience with complex sales motions involving multiple stakeholders and decision-makers.
Exceptional competitive selling skills, with the ability to differentiate products and close deals in a highly competitive market.
Outstanding leadership and team management skills, with a focus on coaching, development, and fostering collaboration.
Excellent cross-functional collaboration skills, with experience working with Legal, Compliance, Marketing, and external partners.
Analytical mindset with the ability to use data to drive decision-making and improve team performance.
Strong communication and presentation skills, with the ability to influence stakeholders at all levels.
Preferred
Strong knowledge of 401(k) plans, retirement solutions, or financial services is highly preferred.
Benefits
Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
Opt-out credit for waiving coverage
Health Savings Account and Flexible Spending Account
Company paid disability and life insurance
Optional Voluntary life insurance
Mental health benefit navigation with Rula for employees and dependents
Paid parental leave for birthing and non-birthing parents
Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
We use our own platform and contribute 100% of employee contributions up to 5%
1-month paid Sabbatical after 5 years of employment
Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year
Company
Guideline
Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$339MKey Investors
General AtlanticTiger Global ManagementFelicis
2021-06-16Series E· $200M
2020-07-29Series D· $80M
2018-12-12Series C· $35M
Leadership Team
Kevin Busque
Founder and CEO
Jeremy Caballero
Co-founder, Chief Product Officer
Recent News
2024-01-31
2023-08-16
evolutionvcp.com
2022-02-24
Company data provided by crunchbase
