Human Interest · 1 month ago
Director of Retirement Sales Activation
Human Interest is a high-growth fintech company focused on making retirement benefits accessible to all workers. The Director of Sales Activation will drive efficiency and scalability within implementation processes, ensuring a seamless onboarding experience while leading a high-performing team to optimize resources and enhance customer experiences.
Employee BenefitsFinanceFinTechRetirementWealth Management
Responsibilities
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
This role will report into the Vice President of Sales Activation & ERISA
Qualification
Required
You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
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
Preferred
Experience and/or knowledge in the 401(k) industry
Sales leadership experience
401(k) sales 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.
Company
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
H1B Sponsorship
Human Interest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (5)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Recent News
Soma Capital
2026-01-07
2026-01-06
FundersClub
2025-12-30
Company data provided by crunchbase