Manager, Retirement Sales Activation

For our client, we are seeking a Manager, Retirement Sales Activation to join the team of a leader in the Finance & Insurance space.

This role will lead a team focused on driving sales activation performance and supporting high-volume plan launches. The manager will partner closely with cross-functional stakeholders to improve conversion outcomes, streamline workflows, and strengthen the customer experience. The position requires a strong blend of leadership, operational discipline, and data-driven decision-making in a quota-oriented environment.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $100,000 – $150,000 annually

Responsibilities

• Lead and inspire a team of sales activation specialists to exceed quotas
• Develop strategies for high-volume plan launches aligned with KPIs
• Manage conversion pipelines and minimize pre-launch churn
• Optimize workflows to enhance speed and remove bottlenecks
• Collaborate with cross-functional teams to improve customer experiences
• Identify performance gaps and implement coaching and process enhancements
• Forecast conversion targets based on trend analysis and pipeline health

Qualifications

• 3-5 years of professional experience, including 2+ years in a leadership role within Sales or a related function
• Proven success in a quota-driven environment
• Strong knowledge of retirement plan design or ability to rapidly acquire expertise
• Data-driven mindset with skills in pipeline management and forecasting
• Exceptional problem-solving and decision-making abilities
• Experience optimizing processes for operational efficiency
• Excellent interpersonal and communication skills across all organizational levels

Benefits

• 401(k) with dollar-for-dollar match up to 4% and no plan fees
• Comprehensive health, dental, and vision insurance
• Generous time off and parental leave policies
• Unlimited access to financial tools and professionals for wealth management
• Enhanced mental health support for employees and dependents
• Fertility healthcare and family forming benefits
• Resources for managing student loan debt
• Monthly work-from-home stipends and quarterly lifestyle stipends
• Diverse team-building experiences to foster collaboration

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.