Director of Retirement Sales Activation

<div class="content-intro"><p><img src="https://hi-contentful.imgix.net/4xN7JhmwCRuz3y9M8L8CF7/5c244c52cfc982bd1a348a80dc35d43b/hi-logo-new.svg?auto=formatixlib=react-9.0.3h=40w=132q=50dpr=2" alt="hi-logo" width="132" style="max-width: 100%;"></p></div><p><strong>Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.</strong> </p> <p>More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.</p> <p>We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as <a href="https://www.globenewswire.com/news-release/2023/01/13/2588448/0/en/Human-Interest-and-BlackRock-Join-Efforts-to-Expand-Access-to-Retirement-Plans-for-Working-Americans.html#:~:text=Human%20Interest%20has%20secured%20approximately%20%24500%20million%20in%20funding%20to%20datetext=NEW%20YORK%20and%20SAN%20FRANCISCO,businesses%20across%20the%20United%20States.">BlackRock</a>, <a href="https://www.globenewswire.com/news-release/2021/08/04/2274611/0/en/The-Rise-Fund-Leads-200M-Series-D-Investment-in-Human-Interest-to-Accelerate-Growth-and-Societal-Impact.html">TPG (The Rise Fund)</a>, SoftBank, <a href="https://www.globenewswire.com/news-release/2021/02/11/2174214/0/en/Human-Interest-Completes-105M-Series-C-Following-Breakout-Year-in-2020.html">Glynn Capital</a>, NewView Capital, USVP, Wing, Uncork, and more.</p> <p><strong>About the role</strong></p> <p>The Director of Sales Activation is responsible for driving efficiency, scalability, and velocity within our implementation processes, ensuring a seamless and high-impact onboarding experience. This metrics-driven leadership role focuses on consistently increasing the volume of successfully launched plans while optimizing resources and operational workflows.</p> <p>In this role, you will reimagine and refine sales activation strategies beyond traditional 401(k) implementation, identifying innovative ways to streamline processes and enhance automation. Leading a high-performing team, you will empower and support the Customer Onboarding teams and leaders, equipping them with the tools and frameworks needed to exceed performance metrics in a fast-paced, high-growth environment.</p> <p>As part of the broader Revenue organization, you will play a pivotal role in shaping an integrated, frictionless customer experience - establishing onboarding as a core differentiator for Human Interest. Success in this role requires a data-driven mindset, cross-functional collaboration, and a passion for continuous improvement to scale operations efficiently while delivering exceptional client outcomes.</p> <p><strong>What you get to do every day</strong></p> <ul> <li>Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience</li> <li>Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates</li> <li>Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding</li> <li>Strategize and innovate scalable processes to drive higher volume of launched plans</li> <li>Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience</li> <li>Scale the team by identifying opportunities to automate and streamline the onboarding process</li> <li>Partner with Revenue Enablement, Revenue Leadership, Customer Support Opera ... (truncated, view full listing at source)