Dedicated Sales Activation Specialist

New

JobgetherFintech, Retirement Services

Remote work environment within the United States.Full-TimeMiddle

SalaryBase salary of $67,000–$70,000 USD, with $15,000 variable target opportunity.

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Job Details

3+ years of experience in customer implementation, onboarding, sales, or account management.
Practical experience with 401(k) plan design is strongly preferred.
Bachelor’s degree or equivalent professional experience.
Exceptional organizational and time-management skills to handle numerous customers and deadlines simultaneously.
Proven ability to work toward monthly targets and performance metrics in a high-volume environment.
Strong customer-facing communication skills for explaining complex concepts.
Proficiency with Google Workspace or comparable productivity tools.
Ability to learn new products, systems, and workflows quickly.
Strong attention to quality and accuracy in implementation processes.
Ability to troubleshoot basic software or technical issues.

Communicate regularly with new customers to understand their needs, guide them through setup, and help establish their 401(k) plans.
Educate customers on retirement plan options and clearly explain the choices available.
Manage customer pipelines and timelines to consistently meet monthly activation targets.
Proactively follow established onboarding workflows and talk tracks to increase activation velocity and reduce bottlenecks.
Identify customer objections and operational blockers, taking appropriate action or escalating when necessary.
Maintain strong engagement throughout the activation journey.
Collaborate with internal teams, including sales and account management, to ensure smooth transitions.
Monitor performance against activation and quality targets, proactively addressing gaps.

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