Manager, Sales Activation Coordinators

The Manager, Sales Activation Coordinators will lead and develop a high-performing team responsible for the initial operational stages of retirement plan onboarding and conversion. This role serves as a key link between Sales and Sales Activation, ensuring new clients experience a smooth transition from closed deal to plan design. You will oversee high-volume workflows, drive response times and document collection efficiency, and maintain strong quality standards. By embracing technology, AI-powered tools, and process automation, you will help remove operational bottlenecks and improve conversion speed. Working closely with cross-functional teams, you will resolve escalations, strengthen operational processes, and ensure accurate plan setup. This is an opportunity to shape a growing operation while fostering a collaborative, accountable, and customer-focused team culture.

• 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.