Retirement Sales Activation Specialist, CG/Conversion
H
Human InterestRetirement benefits
Location: United States, RemoteFull-TimeMiddle
SalaryThe base salary for this position spans $70,000 - $75,000. This position will also offer a variable target of $35,000.
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years of customer onboarding experience in a SaaS environment or retirement industry
- Required Skills
- Stakeholder managementSaaSProcess improvement
Requirements
- Bring knowledge and experience with retirement plan design, particularly 401(k) plans.
- Have 3+ years of customer onboarding experience in a SaaS environment or the retirement industry.
- Enjoy interacting with clients and communicating difficult concepts clearly.
- Be able to support onboarding 40–50+ customers a month.
- Follow up proactively with customers and keep them on track.
- Manage multiple tasks with varying deadlines and stakeholders while staying organized.
- Have a bachelor’s degree or equivalent experience.
Responsibilities
- Communicate with customers to identify their needs and help establish their 401(k) plans.
- Educate newly signed customers about choices for helping their employees save for retirement.
- Guide customers through setting up and launching their new 401(k) plans.
- Work with sales and account management to meet customer needs.
- Manage internal and external stakeholders to keep onboarding processes moving and customers engaged and on track.
- Identify potential process improvements to help the team scale.
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