Retirement Sales Activation Specialist

Job Summary

Supporting the onboarding team, the full-time remote Retirement Sales Activation Specialist will manage the setup and launch of new clients' 401(k) plans, ensuring customer engagement and satisfaction while meeting performance metrics.

Key responsibilities

• Communicate with customers to identify their needs and assist in establishing their 401(k) plans
• Meet monthly activation targets by managing client timelines and ensuring adherence to processes
• Collaborate with internal teams to resolve customer escalations and improve the sales activation experience

Required qualifications

• Knowledge and experience with retirement plan design, particularly in 401(k) plans
• 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
• Strong organizational skills with the ability to manage multiple tasks and deadlines
• Proactive follow-up skills to keep customers on track
• Bachelor's degree or equivalent experience