Dedicated Sales Activation Specialist

📋 Description

• Communicate with new customers to guide setup and 401(k) plans.
• Educate customers on retirement plan options and savings choices.
• Manage activation pipelines to meet monthly targets.
• Follow onboarding workflows to increase velocity and reduce bottlenecks.
• Identify blockers and escalate issues as needed.
• Maintain engagement across activation journey and stakeholders.

🎯 Requirements

• 3+ years in customer onboarding/implementation or related, preferably SaaS/retirement.
• Knowledge of retirement plans, especially 401(k).
• Bachelor's degree or equivalent.
• Strong customer-facing communication and relationship-building.
• Ability to meet monthly targets in a fast-paced environment.
• Proficient with Google Workspace and basic software troubleshooting.

🎁 Benefits

• Base salary $67,000–$70,000 USD, with location-based offer.
• $15,000 variable target opportunity.
• Employer-matched 401(k) up to 4%.
• No plan fees for employee 401(k).
• Medical, dental, and vision insurance.
• Remote work in the United States with a work-from-home stipend.