Director of Retirement Sales Activation

For our client, we are seeking a Director of Retirement Sales Activation to join the team of a leader in the Finance & Insurance space. This leader will oversee the activation function that helps new retirement plans launch smoothly and efficiently. The role is responsible for driving scalable onboarding operations, improving launch rates, and ensuring a strong customer experience from setup through go-live. It also partners closely with Product and Integration teams to streamline workflows, automate processes, and remove friction across the activation journey. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $130,000 – $140,000 annually Responsibilities Drive efficiency and scalability in onboarding processes to enhance customer experience Lead and coach Sales Activation Managers to improve onboarding quality and launch rates Oversee onboarding support functions including setup, payroll connectivity, and quality assurance Innovate scalable processes to increase the volume of launched plans Collaborate with Product and Integration teams to automate onboarding processes Monitor key performance metrics and implement improvements for continual enhancement Foster cross-functional partnerships to enhance onboarding communication and resolve escalations Qualifications 13+ years of total experience, including 5+ years in management roles within sales or customer implementation in a SaaS environment Proven track record of meeting or exceeding high-volume metrics and monthly quotas Strong leadership skills with a focus on people and performance management Excellent written and verbal communication skills with executive-level proficiency Bachelor's degree in a related discipline Experience optimizing processes and tools Benefits 401(k) plan with dollar-for-dollar employer match up to 4% and no plan fees Comprehensive health, dental, and vision insurance Competitive time off and parental leave policies Access to financial wellness tools and professionals Enhanced mental health support for employees and dependents Fertility healthcare and family planning benefits Resources for managing student loans Monthly work-from-home stipend and quarterly lifestyle stipend Team-building experiences to promote collaboration and camaraderie Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.