80K–90K USD / year
Manager, Sales Activation Coordinators
SalesRemote — United States
Published on 2026-11-12
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About this role
Lead and scale a team responsible for client intake and plan-conversion onboarding after deals close. Improve outreach, document collection, and handoffs to plan design while meeting service-level and quality targets.
About the company
Human Interest is a technology-driven company that provides affordable and easy-to-manage 401(k) retirement plans for small and medium-sized businesses, helping them offer valuable retirement benefits to their employees.
The team
Sales Activation Coordinator team
Stack
SalesforceChiliPiperSlackGoogle Workspace1PasswordOktaCRM/Nexus
What you'll do
- Manage, coach, and develop Sales Activation Coordinators.
- Monitor outreach and response-time SLAs, including four-hour initial outreach for standard assignments.
- Oversee plan document collection and secure handling of external administrator credentials.
- Partner with Quality Control to improve document submission quality and reduce rework.
- Manage team capacity, shift coverage, and workload distribution.
- Coordinate with Sales and Sales Activation teams to resolve escalations and ensure smooth handoffs.
- Oversee accurate setup of Controlled Groups in CRM/Nexus.
- Improve workflows, create SOPs, and forecast handoff targets using pipeline trends.
What we're looking for
- At least one year of people management, team leadership, or supervisory experience.
- Experience managing high-volume workflows against strict SLAs and turnaround targets.
- Ability to optimize processes and deliver against aggressive operational targets.
- Technical aptitude with CRM and workflow platforms.
- Strong communication, conflict-resolution, and cross-functional collaboration skills.
Nice to have
- Experience in fintech, retirement services, benefits administration, or SaaS implementation.
- Knowledge of Controlled Group structures, plan design, payroll integrations, and retirement plan documents.
- Experience with credential vault tools such as 1Password or Okta.
- Pipeline forecasting, performance coaching, or quota-driven experience.
- ASPPA QKA, CRPS, or CEBS coursework.
- Bachelor’s degree in Business, Operations, or a related discipline.
Benefits
- 401(k) with dollar-for-dollar match up to 4%, immediately vested, with no plan fees.
- Health, dental, and vision insurance.
- Paid time off and parental leave.
- Monthly work-from-home and quarterly lifestyle stipends.
- Mental health, fertility, financial wellness, and student loan support.