401GO · 1 day ago
Director of Sales - HCM Channel
United States
Full-time
Remote
Mid Level
3+ years exp401GO is a fast-growing fintech start-up focused on reinventing retirement through an advanced automated retirement platform. The Director of Sales - HCM Channel will oversee strategic relationships and performance within the HCM channel, manage partner relationships, and ensure revenue targets are met while fostering team collaboration and driving a positive culture.
Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware
Responsibilities
Developing & Standardizing a Repeatable Sales Process - Being able to implement and manage a sales process that is repeatable to all Regional Relationship Managers. This would include RRMs inserting, documenting all activities via CRM, standardizing reach outs/follow ups around opportunities, and sharing best practices. Helping the RRMs better articulate 401GO's value proposition so that ownership and accountability is met in a timely manner
Managing Partner relationships - Being able to ensure alignment with the company’s overall objectives both internally and externally. Being able to provide sales enablement and support to partners in order to increase their revenue and growth objectives
Metrics focused - Making sure our growth and revenue targets are being met on a month by month and quarterly basis. Setting certain metrics for each RRM around outreaches on a weekly and monthly basis. This level of outreaches needs to be more balanced between emails, calls, events, sponsorships and more. Laser focused on the ROI for each firm
Partner enrichment & Segmentation - Being able to identify which firms are Tier I, II and III for all regions and providing the right resources for growth and shared value
Training - Making sure RRMs have the necessary training both from a system's perspective, escalation process, approval process, where to go for what. Inserting yourself when necessary on certain calls requested by the RRM
Leading and mentoring - Driving a positive attitude and culture, doing what is right for the client. Making sure that you are available at a min on a bi-weekly basis for 1:1 RRM meetings + bi-weekly team huddles. Being able to do quarterly performance reviews. RRM and client advocacy is important as well as active listening
Data enrichment - Being able to find, understand and extract data in order to drive successful relationships both at the RRM and HCM partner level. This will also involve financial metrics
Marketing - Working with Marketing to a certain extent around various GTM strategies, webinars, playbooks, industry thought leadership and more in order to support the RRM and HCM’s needs. You will be involved around certain events, sponsorships and conferences
Fostering team collaboration - It is important to build strong relationships with various internal stakeholders as well as with our Director of Sales for the Advisory Channel and our FA Channel
Working closely with the CGO to understand how best to be successful in the field
Strong presentation skills are a must with Retirement and Payroll experience
Qualification
Required
Progressive sales experience in fintech, retirement services, wealth management, or benefits administration
3–5+ years in a sales leadership role managing managers and/or senior sales professionals
Proven track record of consistently meeting or exceeding revenue targets in a B2B, consultative sales environment
Experience selling complex, regulated solutions such as 401(k) plans, recordkeeping platforms, advisory services, or financial technology products
Strong presentation skills are a must with Retirement and Payroll experience
Preferred
Strong Presentation and negotiation skills
Strong communication skills, ability to influence, demonstrate sound business judgement
Superior customer service and relationship-building skills
Self-motivated, competitive team-player with a huge desire to WIN
Benefits
A standout 401(k) plan (naturally!).
Generous stock options—share in our growth and success.
Excellent benefits, including medical, dental, and vision.
Flexible hours—because great work doesn’t always happen 9–5.
Plenty of PTO—we value work-life balance.
A fully stocked kitchen when you’re in the office.
Company
401GO
401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47MKey Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M
Leadership Team
Daniel Beck
Co-Founder | CEO
Nathan Beck
Co-Founder and CTO
Recent News
alleywatch.com
2025-12-16
vcnewsdaily.com
2025-12-12
2025-12-12
Company data provided by crunchbase