Manager, Sales Activation Coordinators
New
J
JobgetherRetirement technology
Based in the United StatesFull-TimeManager
SalaryBase salary ranging from $80,000 to $90,000 USD; Target variable component of $15,000 to $20,000 USD.
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Job Details
- Experience
- At least 1 year of direct people management, team leadership, or formal supervisory experience; at least 1 year of experience in 401(k) or retirement services operations, benefits administration, or SaaS client implementation (nice to have).
- Required Skills
- People ManagementSalesforceGoogle WorkspaceSlackProcess improvement
Requirements
- At least 1 year of direct people management, team leadership, or formal supervisory experience.
- Experience managing workflows against strict SLAs, including time-to-contact, document collection turnaround, queue health, and intake completion targets.
- Ability to improve operational efficiency, optimize processes, and deliver results against performance goals.
- Technical aptitude and experience with CRM and workflow platforms such as Salesforce, ChiliPiper, Slack, and Google Workspace.
- Ability to identify automation opportunities, adopt new tools, and streamline repetitive operational tasks.
- Communication, interpersonal, and stakeholder management skills, including motivating teams, resolving conflicts, and collaborating across departments.
- Problem-solving, decision-making, and organizational skills to manage competing priorities in a fast-paced environment.
- Bachelor’s degree in Business, Operations, or a related discipline preferred.
- Nice to have: at least 1 year of experience in 401(k) or retirement services operations, benefits administration, or SaaS client implementation.
- Nice to have: familiarity with Controlled Group structures, retirement plan design, and payroll integration workflows.
- Nice to have: experience with credential vault tools such as 1Password or Okta and knowledge of retirement plan documentation.
Responsibilities
- Lead, coach, and develop Sales Activation Coordinators through one-on-ones, performance reviews, and targeted training.
- Monitor team performance against SLAs, including hot handoff response targets and the four-hour initial outreach requirement for standard assignments.
- Oversee collection of retirement plan documents and reduce time to first document.
- Manage external administrator credentials through approved internal vaults and tools such as 1Password.
- Partner with Quality Control to improve document accuracy, first-pass acceptance rates, and downstream rework.
- Manage team capacity, shift coverage, workload distribution, and backup arrangements.
- Coordinate client onboarding with Sales and Sales Activation leadership, resolve escalations, and support handoffs into plan design consultations.
- Oversee division mapping, ownership validation, and Controlled Group entity setup in CRM and Nexus.
- Identify workflow inefficiencies, develop standard operating procedures, and lead process improvements.
- Analyze pipeline health and operational trends to forecast handoff targets and support monthly performance goals.
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