Director of Retirement Sales Activation

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, including funding from Marshall Wace and Baillie Gifford, as well as top investors such as Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

The Director of Sales Activation is responsible for driving efficiency, scalability, and velocity within our implementation processes, ensuring a seamless and high‑impact onboarding experience. This metrics‑driven leadership role focuses on consistently increasing the volume of successfully launched plans while optimizing resources and operational workflows.

In this role, you will reimagine and refine sales activation strategies beyond traditional 401(k) implementation, identifying innovative ways to streamline processes and enhance automation. Leading a high‑performing team, you will empower and support the Customer Onboarding teams and leaders, equipping them with the tools and frameworks needed to exceed performance metrics in a fast‑paced, high‑growth environment.

As part of the broader Revenue organization, you will play a pivotal role in shaping an integrated, frictionless customer experience – establishing onboarding as a core differentiator for Human Interest. Success in this role requires a data‑driven mindset, cross‑functional collaboration, and a passion for continuous improvement to scale operations efficiently while delivering exceptional client outcomes.

• Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience
• Coach your team of SAMs to improve the quality and effectiveness of the 90‑day onboarding process and launch rates
• Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
• Strategize and innovate scalable processes to drive higher volume of launched plans
• Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
• Scale the team by identifying opportunities to automate and streamline the onboarding process
• Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
• Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
• Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization
• This role will report into the Vice President of Sales Activation & ERISA

• You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
• Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
• 13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
• Demonstrated success working with high volume metrics
• Demonstrated success meeting or exceeding monthly quota’s
• Experience in SaaS and ability to work in a fast paced tech environment
• Excellent written, oral, presentation, and interpersonal communication skills
• Bachelor’s degree in a related discipline
• Experience evolving and optimizing people, processes, and tools
• Expertise managing and overseeing large complicated accounts and projects
• Ability to effectively facilitate…