Sales Activation Specialist
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Job Summary
Supporting the setup and launch of new clients' 401(k) plans, the full-time remote Sales Activation Specialist will manage client communications, ensure timely activation, and drive operational excellence while engaging with a diverse range of businesses.
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 to keep clients engaged
- Collaborate cross-functionally to resolve customer escalations and improve the sales activation experience
Required qualifications
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- Knowledge and experience with retirement plan design, particularly in 401(k) plans
- Strong organizational skills to manage multiple tasks and deadlines effectively
- Ability to adapt to various client systems and troubleshoot software issues
- Bachelor's degree or equivalent experience
Complete Job Description
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