Sales Activation Specialist

Job Summary

Supporting the setup and launch of new clients' 401(k) plans, the full-time remote Sales Activation Specialist will engage with a diverse range of clients, manage the sales activation process, and ensure exceptional customer experiences while meeting monthly activation targets.

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 objection handling
• Partner cross-functionally to resolve customer escalations and improve the sales activation experience

Required qualifications

• Knowledge and experience with retirement plan design, particularly 401(k) plans
• 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
• Strong organizational skills to manage multiple tasks and deadlines
• Ability to adapt to various client systems and troubleshoot software issues
• Bachelor's degree or equivalent experience