Manager, Sales Activation Coordinators

Accountabilities • Lead, coach, and develop a team of Sales Activation Coordinators through regular one-on-ones, performance reviews, and targeted training.

• Monitor team performance against service-level agreements (SLAs), including hot handoff response targets and the four-hour initial outreach requirement for standard assignments.

• Oversee the collection of retirement plan documents, including Adoption Agreements, Summary Plan Descriptions (SPDs), Trust Reports, and Discontinuance Letters, while reducing time to first document.

• Ensure secure management of external administrator credentials through approved internal vaults and tools such as 1Password.

• Partner with Quality Control to improve document submission accuracy, increase first-pass acceptance rates, and reduce downstream rework.

• Manage team capacity, shift coverage, workload distribution, and backup arrangements to maintain uninterrupted workflow progression.

• Collaborate with Sales and Sales Activation leadership to coordinate client onboarding, resolve escalations, and support smooth handoffs into plan design consultations.

• Oversee accurate division mapping, ownership validation, and entity setup for Controlled Groups within CRM and Nexus systems.

• Identify workflow inefficiencies, develop standard operating procedures, and lead process improvements in accordance with the Activation Process Change Policy.

• Analyze pipeline health and operational trends to forecast handoff targets and support monthly performance goals.

• Promote a culture of accountability, continuous improvement, customer advocacy, and collaborative problem-solving.

Requirements:

• At least 1 year of direct people management, team leadership, or formal supervisory experience, preferably within a high-volume operational environment.

• Demonstrated experience managing workflows against strict SLAs, including time-to-contact, document collection turnaround, queue health, and intake completion targets.

• Proven ability to improve operational efficiency, optimize processes, and deliver results against ambitious performance goals.

• Strong technical aptitude and experience with CRM and workflow platforms such as Salesforce, ChiliPiper, Slack, and Google Workspace.

• A technology-oriented mindset, with the ability to identify automation opportunities, adopt new tools, and streamline repetitive operational tasks.

• Excellent communication, interpersonal, and stakeholder management skills, including the ability to motivate teams, resolve conflicts, and collaborate across departments.

• Strong problem-solving, decision-making, and organizational skills, with the ability to manage competing priorities in a fast-paced environment.

• A bachelor’s degree in Business, Operations, or a related discipline is preferred.

Nice to have:

• Experience in a high-growth fintech, retirement technology, or SaaS environment.

• At least 1 year of experience in 401(k) or retirement services operations, benefits administration, or SaaS client implementation.

• Familiarity with Controlled Group structures, retirement plan design, and payroll integration workflows, including 360° and 180° integrations.

• A data-driven approach to pipeline management, forecasting, and performance coaching.

• Experience with credential vault management tools such as 1Password or Okta.

• Knowledge of retirement plan documentation, including Adoption Agreements, SPDs, Form 5500, and Trust Reports, as well as prior recordkeeper operations involving providers such as Paychex, ADP, Vestwell, Guideline, or Fidelity.

• A track record of success in quota-carrying or target-driven environments.

• Relevant industry certifications or coursework, such as ASPPA QKA, CRPS, or CEBS.

Benefits:

• Compensation: Base salary ranging from $80,000 to $90,000 USD, depending on geographic location, skills, and experience.

• Variable compensation: Target variable component of $15,000 to $20,000 USD.

• Retirement savings: 401(k) plan with a dollar-for-dollar employer match of up to 4% of compensation, immediately vested, with no plan fees.

• Health coverage: Medical, dental, and vision insurance.

• Time off: Competitive paid time off and parental leave.

• Financial wellness: Access to financial tools, professional guidance, and resources to support financial planning and equity understanding.

• Mental health support: Enhanced mental health services for employees and dependents.

• Family-building support: Fertility healthcare and family-forming benefits.

• Student loan resources: Tools and guidance to help employees and their families plan, borrow, and repay student debt.

• Remote-work support: Monthly work-from-home stipend and quarterly lifestyle stipend.

• Team culture: Virtual social events, team-building activities, and team offsites.

• Wellness resources: A comprehensive range of physical, financial, and mental wellness benefits.

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