Manager, Sales Activation Coordinators at Humaninterest · LumiJobs

Responsibilities

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.
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.

Manager, Sales Activation Coordinators

Responsibilities

Qualification

Preferred

Benefits

Company

Humaninterest

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