B2B Inside Sales Manager, Employer Partnerships

PensionBee US; New York (NY); Hybrid; USD 74,000 - 90,000; Full time

Job summary

PensionBee US in New York is seeking a B2B Inside Sales Manager to scale our automatic rollover business with advisors. The role blends sales prospecting, relationship-building, and CRM operations across Sales, Marketing, Operations, and Product.

You’ll identify advisor partners, convert relationships into pipeline, and ensure outreach systems and campaigns run efficiently. This role offers autonomy and cross-functional impact in a growing U.S. business.

Qualifications

• Understanding of 401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules.
• Familiarity with the RIA landscape and how advisors build their practices.
• Knowledge of recordkeeper ecosystems (Empower, ADP, Fidelity, Principal).

Responsibilities

• Identify key advisor partners and convert relationships into an active pipeline.
• Source 20+ qualified advisor leads per week using specified tools and lists.
• Run multi-touch outreach sequences across email, LinkedIn and phone.
• Track activity in Pipedrive and keep the pipeline clean and visible.
• Create tailored materials and templates for advisor segments.
• Build campaign templates and manage post-conference lead intake.
• Assist CRM automation and workflow improvements with Product.

Skills

Retirement industry concepts

RIA landscape familiarity

Advisor partnerships

CRM operations

Tools

Pipedrive

AdvizorPro

LinkedIn

Job description

Business Development & Sales Operations

New York, United States (Hybrid, 3 days in-office)

Reports to: VP, Employer Partnerships

Employment Type: Full-Time

$82,000 plus bonus

About PensionBee

We're on a mission to make retirement simple. PensionBee helps individuals consolidate old 401(k)s and IRAs into one transparent, easy-to-manage account. For employers, we take the headache out of small balance management with automatic rollover solutions that protect former employees' savings and keep retirement plans healthy.

We're a challenger brand taking on one of the most outdated industries around. We move fast, we care deeply about our customers, and we don't do unnecessary complexity. If that sounds like your kind of place, read on.

About The Role

We're seeking a B2B Inside Sales Manager to help scale our automatic rollover (Safe Harbor IRA) business among advisors. This is a unique hybrid role combining sales prospecting and relationship-building with CRM operations and sales infrastructure.

You’ll be responsible for identifying key advisor partners (or working with warm leads from the VP, Employer Partnerships) and converting those relationships into an active pipeline, while ensuring our outreach systems, lead data, and marketing campaigns run efficiently.

This position offers significant autonomy and cross-functional reach, collaborating across Sales, Marketing, Operations, and Product to ensure our value proposition lands consistently in the market. If you're a self-starter who thrives in an evolving environment and wants to shape the growth of an early-stage U.S. business, this role is for you.

What You’ll Do

Prospecting & Outreach

• Support the U.S. Head of VP Partnerships: flag follow-ups, surface warm leads, and prep briefing materials for key meetings
• Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, NAPA award lists, and conference attendee lists
• Prioritize 3(38) and 3(21) fiduciaries and co-fiduciaries most likely to engage on force-out and plan termination solutions
• Expand into non-traditional channels: ERISA law firms, bankruptcy and M&A specialists, and TPAs involved in plan terminations
• Run personalized, multi-touch outreach sequences across email, LinkedIn, and phone, adapting messaging by advisor type (fiduciary risk, small account cleanup, M&A/plan termination)
• Track all activity in Pipedrive, keeping the pipeline clean and visible

Sales Enablement

• Create tailored materials and presentation templates adapted to each advisor segment
• Build objection-handling guides and FAQs based on real advisor feedback
• Develop case studies from existing partnerships to strengthen the sales narrative

Campaign Execution

• Build email templates in Pipedrive using marketing team copy and manage campaign sends to segmented advisor lists
• Maintain post-send list hygiene and surface campaign performance insights to improve future strategy

Events & Conferences

• Research the annual conference calendar and recommend the best events for lead generation
• Build pre-event outreach plans and manage post-conference lead intake and follow-up

CRM & Reporting

• Keep Pipedrive accurate and up to date; pull weekly pipeline reports for stakeholder meetings
• Build conversion and outreach performance reports to inform sales strategy
• Collaborate with Product on CRM automation and workflow improvements

Executive & Cross-Functional Support

• Relay field insights to Marketing and Product; advocate for messaging or tooling improvements when needed

Who You Are

• Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules)
• Familiarity with the RIA landscape and how advisors build their practices
• Understanding of recordkeeper ecosystems (Empower, ADP, Fidelity, Principal)
• A bias for action. You don't wait to be told.
• Exceptional written communication. Your emails are clear, concise, and earn replies.
• Strong organization and attention to detail.
• A collaborative mindset. You communicate well with people across functions and seniority levels.
• Genuine curiosity. You treat every advisor conversation as a chance to sharpen your pitch.

Helpful, but not required:

• Experience with Pipedrive or a comparable CRM

PensionBee is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.