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Leads managers and enterprise client relationships to drive retention, expansion, satisfaction, and successful adoption of a retirement savings platform. Responsibilities include coaching teams, monitoring KPIs, resolving escalations, collaborating cross-functionally, implementing account-management processes, developing client success plans, and improving operational systems. The role requires strong people leadership, analytical problem-solving, SaaS account management, client advocacy, and experience with CRM or customer success platforms.

Uses analytics to identify process vulnerabilities, optimize sales operations, and turn large datasets into actionable recommendations. Builds and maintains datasets, models, dashboards, and reports in Hex, Salesforce, and Google Sheets; improves Salesforce processes and flows; establishes metric tracking; collaborates with engineers, product managers, and business partners; and presents insights to drive operational and customer outcomes.

Manage and coach an inside sales team responsible for partner acquisition, lead generation, pipeline development, and referral relationships. Optimize outreach messaging, sales sequences, funnel conversion, appointment show rates, forecasting, and follow-up processes. Collaborate with Revenue Operations and Partnerships to improve lead routing and operational performance. Use Salesforce, Outreach, Gong, and performance data to coach representatives, forecast results, enforce quotas, and develop scalable sales playbooks.

Build and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory firms serving SMBs. Develop strategic partner networks, generate leads, resolve partnership issues cross-functionally, and collaborate with marketing on events and demand-generation initiatives. Establish partner goals, performance metrics, and go-to-market strategies while managing sales activities in a quota-driven environment. The role requires field work three days per week.

Lead and scale customer support operations, overseeing senior support managers and high-volume call center teams. Develop support frameworks, KPIs, playbooks, staffing plans, and continuous improvement initiatives to increase resolution efficiency and customer satisfaction. Partner cross-functionally with Product, Sales, Onboarding, and Operations; implement support technologies; manage budgets and resources; oversee training, quality, workforce scheduling, escalations, and omnichannel support performance.

Build and grow referral partnerships with technology, HCM, benefits, accounting, and financial advisor partners serving SMBs. Develop strategic referral networks, generate partnership opportunities, resolve operational issues cross-functionally, and execute partner marketing initiatives. Establish partner goals, track pipeline and revenue metrics, and drive go-to-market and demand-generation strategies in a quota-driven sales environment.

Develop and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic referral networks, generate leads, resolve partnership issues cross-functionally, coordinate partner marketing initiatives, and establish goals, metrics, and go-to-market strategies. The role is quota-driven, relationship-focused, and requires field work three days per week.

Develop and expand referral relationships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic networks, generate partnership opportunities, resolve issues cross-functionally, collaborate on partner marketing initiatives, and establish performance goals and go-to-market strategies. The role requires quota-driven sales experience, strong communication, independent judgment, Salesforce familiarity, and field presence three days per week.

Generate and manage CPA and accountant partnerships through high-volume prospecting, cold outreach, nurture campaigns, partner training, and referral-account development. Maintain sales funnels and detailed Salesforce and Outreach records while meeting bookings, ACV, partnership, lead-volume, and meeting targets. Collaborate with marketing, leadership, product, and legal teams to scale partner demand generation and optimize messaging.

Develop and manage referral partnerships with technology, HCM, benefits, accounting, and financial advisory partners serving SMBs. Build strategic networks, generate leads, establish performance metrics, execute go-to-market initiatives, and resolve partnership issues cross-functionally with Sales, Product, Marketing, Legal, and Finance. The role is quota-driven, relationship-focused, and requires field work three days per week.