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United States
Remote only
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Manager, Sales Activation Coordinators based in the United States .
The Manager, Sales Activation Coordinators will lead and develop a high-performing team responsible for the initial operational stages of retirement plan onboarding and conversion. This role serves as a key link between Sales and Sales Activation, ensuring new clients experience a smooth transition from closed deal to plan design. You will oversee high-volume workflows, drive response times and document collection efficiency, and maintain strong quality standards. By embracing technology, AI-powered tools, and process automation, you will help remove operational bottlenecks and improve conversion speed. Working closely with cross-functional teams, you will resolve escalations, strengthen operational processes, and ensure accurate plan setup. This is an opportunity to shape a growing operation while fostering a collaborative, accountable, and customer-focused team culture.
Lead, coach, and develop a team of Sales Activation Coordinators through regular one-on-ones, performance reviews, and targeted training.
Monitor team performance against service-level agreements (SLAs), including hot handoff response targets and the four-hour initial outreach requirement for standard assignments.
Oversee the collection of retirement plan documents, including Adoption Agreements, Summary Plan Descriptions (SPDs), Trust Reports, and Discontinuance Letters, while reducing time to first document.
Ensure secure management of external administrator credentials through approved internal vaults and tools such as 1Password.
Partner with Quality Control to improve document submission accuracy, increase first-pass acceptance rates, and reduce downstream rework.
Manage team capacity, shift coverage, workload distribution, and backup arrangements to maintain uninterrupted workflow progression.
Collaborate with Sales and Sales Activation leadership to coordinate client onboarding, resolve escalations, and support smooth handoffs into plan design consultations.
Oversee accurate division mapping, ownership validation, and entity setup for Controlled Groups within CRM and Nexus systems.
Identify workflow inefficiencies, develop standard operating procedures, and lead process improvements in accordance with the Activation Process Change Policy.
Analyze pipeline health and operational trends to forecast handoff targets and support monthly performance goals.
Promote a culture of accountability, continuous improvement, customer advocacy, and collaborative problem-solving.
At least 1 year of direct people management, team leadership, or formal supervisory experience, preferably within a high-volume operational environment.
Demonstrated experience managing workflows against strict SLAs, including time-to-contact, document collection turnaround, queue health, and intake completion targets.
Proven ability to improve operational efficiency, optimize processes, and deliver results against ambitious performance goals.
Strong technical aptitude and experience with CRM and workflow platforms such as Salesforce, ChiliPiper, Slack, and Google Workspace.
A technology-oriented mindset, with the ability to identify automation opportunities, adopt new tools, and streamline repetitive operational tasks.
Excellent communication, interpersonal, and stakeholder management skills, including the ability to motivate teams, resolve conflicts, and collaborate across departments.
Strong problem-solving, decision-making, and organizational skills, with the ability to manage competing priorities in a fast-paced environment.
A bachelor’s degree in Business, Operations, or a related discipline is preferred.
Nice to have:
Experience in a high-growth fintech, retirement technology, or SaaS environment.
At least 1 year of experience in 401(k) or retirement services operations, benefits administration, or SaaS client implementation.
Familiarity with Controlled Group structures, retirement plan design, and payroll integration workflows, including 360° and 180° integrations.
A data-driven approach to pipeline management, forecasting, and performance coaching.
Experience with credential vault management tools such as 1Password or Okta.
Knowledge of retirement plan documentation, including Adoption Agreements, SPDs, Form 5500, and Trust Reports, as well as prior recordkeeper operations involving providers such as Paychex, ADP, Vestwell, Guideline, or Fidelity.
A track record of success in quota-carrying or target-driven environments.
Relevant industry certifications or coursework, such as ASPPA QKA, CRPS, or CEBS.
Compensation: Base salary ranging from $80,000 to $90,000 USD, depending on geographic location, skills, and experience.
Variable compensation: Target variable component of $15,000 to $20,000 USD.
Retirement savings: 401(k) plan with a dollar-for-dollar employer match of up to 4% of compensation, immediately vested, with no plan fees.
Health coverage: Medical, dental, and vision insurance.
Time off: Competitive paid time off and parental leave.
Financial wellness: Access to financial tools, professional guidance, and resources to support financial planning and equity understanding.
Mental health support: Enhanced mental health services for employees and dependents.
Family-building support: Fertility healthcare and family-forming benefits.
Student loan resources: Tools and guidance to help employees and their families plan, borrow, and repay student debt.
Remote-work support: Monthly work-from-home stipend and quarterly lifestyle stipend.
Team culture: Virtual social events, team-building activities, and team offsites.
Wellness resources: A comprehensive range of physical, financial, and mental wellness benefits.