Manager, Sales Activation Coordinators

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 As the Manager, Sales Activation Coordinators, you will lead, coach, and scale a high-velocity team of Sales Activation Coordinators (SACs) responsible for the critical front-end onboarding and plan conversion intake process. In this role, you will bridge the gap between Sales and Sales Activation. As a forward-thinking leader, you will champion a tech-forward culture, proactively embracing new technologies, AI/tooling advancements, and workflow enhancements to automate repetitive intake tasks, eliminate bottlenecks, and continuously optimize end-to-end conversion velocity. You will drive operational excellence across client outreach, conversion document retrieval (Adoption Agreements, SPDs, Trust Statements), prior recordkeeper portal access, and Controlled Group structure setup—ensuring a seamless, high-velocity handoff into plan design consultations. About the team The Sales Activation Coordinator team is the frontline engine of Human Interest’s onboarding experience. We are the first operational touchpoint for new clients after a deal is closed, setting the stage for retirement plan conversions and new plan launches. Our team thrives in a fast-paced, collaborative environment focused on clear communication, rapid response times, data integrity, and relentless customer advocacy to make retirement accessible to everyone. You will be accountable for hitting key performance metrics, identifying and solving operational blockers, and leading your team to consistently set up and hand off a high volume of plans against monthly targets while delivering an exceptional customer experience. What you get to do every day - Lead & Develop: Directly manage, mentor, and coach a team of non-exempt Sales Activation Coordinators, conducting regular 1:1s, performance evaluations, and skill-building sessions to ensure high engagement and career growth. - Drive Outreach & Intake Velocity: Monitor and enforce strict team SLA adherence, including the Hot Handoff response target and the 4-hour initial client outreach SLA for standard round-robin assignments. - Accelerate Document Collection: Oversee the end-to-end plan document retrieval workflow (e.g., Adoption Agreements, SPDs, Trust Reports, Discontinuance Letters), minimizing "time-to-first-document" and ensuring secure external admin credential handling via internal vaults and 1Password. - Ensure Quality & First-Pass Yield: Partner with Quality Control (QC) to review and optimize document package submissions for Benefits Analysis (BA), proactively reducing rejection rates and downstream rework. - Manage Team Capacity & Coverage: Oversee shift coverage, workload balancing, and the Out-of-Office backup matrix to maintain uninterrupted pipeline progression across operating hours. - Cross-Functional Collaboration: Partner closely with Sales and Sales Activation Managers to seamlessly onboard plans, solve client escalations. And drive operational excellence. - Complex Structure Oversight: Ensure accurate division mapping, ownership validation, and entity setups in CRM/Nexus for Controlled Groups prior to plan design handoff. - Process Optimization: Continuously identify operational friction points, author standard operating procedures,, and lead process improvement initiatives under the Activation Process Change Policy. - Forecast hand off targets 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 you bring to the role - 1+ years of direct people management, team leadership, or formal supervisory experience leading high-volume operational teams. - Demonstrated experience managing team workflows against strict time-to-contact and turnaround-time SLAs. - Demonstrated ability to optimize processes, improve operational efficiency, and execute against aggressive targets. - Operational SLA Management: Demonstrated experience managing high-volume workflows, queue health, and team performance against strict SLAs (e.g., time-to-contact, document collection turnaround time, intake completion rates). - Strong technical aptitude with CRM and workflow platforms (Salesforce, ChiliPiper, Slack, Google Workspace). - Tech-Forward & Process Optimization Mindset: Demonstrated track record of embracing new technologies, leveraging digital tools, and proactively identifying opportunities to automate, streamline, and eliminate friction in operational workflows. - Strong interpersonal skills with a knack for motivating teams, resolving conflict, and collaborating across departments. - Excellent communication, conflict resolution, and cross-functional stakeholder management skills. - Bachelor’s degree in Business, Operations, or a related discipline preferred. Nice to have - Previous experience in a fast-scaling fintech or retirement technology environment. - 1+ years of professional experience in 401(k) / retirement services operations, benefits administration, or SaaS client implementation. - Familiarity with Controlled Group structures, plan design mechanics, and payroll integration workflows (360° / 180° integrations). - Highly data-driven mindset with expertise in pipeline management, forecasting, and performance coaching. - Experience utilizing credential vault management tools (e.g., 1Password, Okta) within secure conversion workflows. - Strong working knowledge of retirement plan documents (Adoption Agreements, SPDs, Form 5500, Trust Reports) and prior recordkeeper operations (e.g., Paychex, ADP, Vestwell, Guideline, Fidelity). - Proven track record of success in a quota-carrying and target-driven environment. - Exceptional problem-solving and decision-making skills, with the ability to drive action in a fast-paced, constantly evolving environment. - Industry certifications (e.g., ASPPA QKA, CRPS, or CEBS coursework). 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. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. - Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. - Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. - Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self! - An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. - Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $80,000 - $90,000 plus a variable target component of $15,000 - $20,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. 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. 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 applicantaccommodations@humaninterest.com. Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at careers@humaninterest.com Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 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