Manager, Retirement Sales Activation

Human Interest; United States; Remote; USD 100,000 - 105,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Parental leave

Stock options

Monthly work-from-home stipend

Quarterly lifestyle stipend

Team-building events

Job summary

Human Interest is seeking a Retirement Sales Activation Manager to lead a fast-growing team responsible for conversion velocity and high-volume plan launches.

You will drive performance, optimize processes, and collaborate with Sales, Program Management, and Customer Success to hit ambitious monthly quotas while delivering an exceptional customer experience. Join a mission-driven fintech shaping retirement for small and medium businesses.

Qualifications

• 3-5 years total professional experience with 2+ years in a people leadership role in SaaS or retirement/financial services.
• Proven track record in quota-carrying, target-driven environments.
• Strong understanding of 401(k) plan design.
• Highly data-driven with pipeline management, forecasting, and performance coaching.
• Excellent written, verbal, and presentation skills across departments.

Responsibilities

• Lead, coach, and inspire a team of sales activation specialists to exceed monthly quotas.
• Develop and execute strategies to drive a high volume of plan launches each month.
• Own team performance by inspecting conversion pipelines and managing pre-launch churn.
• Monitor and optimize conversion workflows to increase velocity and reduce bottlenecks.
• Partner cross-functionally to resolve escalations and improve the conversion experience.
• Identify performance gaps and implement coaching and process improvements.
• Forecast conversion targets and contribute to capacity planning.
• Foster accountability and a collaborative, energetic team environment.

Skills

People leadership

Sales activation

Forecasting

Performance coaching

Data-driven

Cross-functional collaboration

Education

Bachelor's degree

Job description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

Human Interest is seeking a high-performing Retirement Sales Activation Manager to lead a dynamic team responsible for driving efficiency, velocity, and customer satisfaction throughout the conversion process. This role is ideal for someone who thrives in a fast-paced, high-growth environment and has a passion for optimizing processes, managing performance, and exceeding aggressive targets.

You will be accountable for hitting key performance metrics, identifying and solving operational blockers, and leading your team to consistently launch a high volume of plans while delivering an exceptional customer experience. If you are energized by metrics, people development, and fast-changing environments, this is the opportunity for you. We move at 24,791 mph - you should be ready to lead at speed.

What you get to do every day

• Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.
• Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
• Own team performance by closely inspecting conversion pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.
• Actively monitor and optimize conversion workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the conversion experience.
• Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
• Forecast conversion targets and contribute to capacity planning by analyzing trends and pipeline health.
• Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.

What success looks like

• Achieve and exceed monthly conversion quota targets for your team.
• Ensure a healthy mix of plan types (e.g., Safe Harbor and Auto-Enroll) to meet internal performance benchmarks.
• Consistently minimize pre-launch churn by proactively identifying and resolving customer pain points.
• Improve conversion cycle times and conversion rates through process optimization and cross-functional collaboration.
• Establish your team as a key driver of customer activation and revenue acceleration within Human Interest.
• Champion a culture of excellence and psychological safety, empowering the team to hit ambitious targets while feeling supported.

What you bring to the role

• 3-5 years of total professional experience, with at least 2+ years in a people leadership role within Sales, Implementation, or a related function in a SaaS or Retirement/Financial Services environment.
• Proven track record of success in a quota-carrying and target-driven environment.
• Strong understanding of 401(k) plan design or the ability to quickly develop subject-matter expertise.
• Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching.
• Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment.
• Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets.
• Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments.
• Experience managing high-volume customer portfolios and overseeing complex projects or implementations.
• Excellent written, verbal, and presentation skills, with the ability to influence and communicate effectively at all levels of the organization.
• Bachelor’s degree in Business, Operations, or a related discipline preferred.

Why you will love working at Human Interest

Human Interest is tackling one of our country’s biggest challenges - closing the retirement gap. You’ll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team’s contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [e-mail].

Compensation

- At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $140,000 - $150,000 which includes a base salary of $100,000-$105,000 and a variable target compensation of $40,000 to $45,000. The specific pay rate offered is based on the candidate’s relevant skills and experience. Hourly pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits. Additionally, employees receive stock option grants, enhancing long-term financial growth and investment in our company’s success.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures