Director of Sales - HCM Channel

• Developing & Standardizing a Repeatable Sales Process - Being able to implement and manage a sales process that is repeatable to all Regional Relationship Managers. This would include RRMs inserting, documenting all activities via CRM, standardizing reach outs/follow ups around opportunities, and sharing best practices. Helping the RRMs better articulate 401GO's value proposition so that ownership and accountability is met in a timely manner.
• Managing Partner relationships - Being able to ensure alignment with the company’s overall objectives both internally and externally. Being able to provide sales enablement and support to partners in order to increase their revenue and growth objectives.
• Metrics focused - Making sure our growth and revenue targets are being met on a month by month and quarterly basis. Setting certain metrics for each RRM around outreaches on a weekly and monthly basis. This level of outreaches needs to be more balanced between emails, calls, events, sponsorships and more. Laser focused on the ROI for each firm.
• Partner enrichment & Segmentation - Being able to identify which firms are Tier I, II and III for all regions and providing the right resources for growth and shared value.
• Training - Making sure RRMs have the necessary training both from a system's perspective, escalation process, approval process, where to go for what. Inserting yourself when necessary on certain calls requested by the RRM.
• Leading and mentoring - Driving a positive attitude and culture, doing what is right for the client. Making sure that you are available at a min on a bi-weekly basis for 1:1 RRM meetings + bi-weekly team huddles. Being able to do quarterly performance reviews. RRM and client advocacy is important as well as active listening.
• Data enrichment - Being able to find, understand and extract data in order to drive successful relationships both at the RRM and HCM partner level. This will also involve financial metrics.
• Marketing - Working with Marketing to a certain extent around various GTM strategies, webinars, playbooks, industry thought leadership and more in order to support the RRM and HCM’s needs. You will be involved around certain events, sponsorships and conferences.
• Fostering team collaboration - It is important to build strong relationships with various internal stakeholders as well as with our Director of Sales for the Advisory Channel and our FA Channel.
• Working closely with the CGO to understand how best to be successful in the field.
• Strong presentation skills are a must with Retirement and Payroll experience.

• Progressive sales experience in fintech, retirement services, wealth management, or benefits administration
• 3–5+ years in a sales leadership role managing managers and/or senior sales professionals
• Proven track record of consistently meeting or exceeding revenue targets in a B2B, consultative sales environment
• Experience selling complex, regulated solutions such as 401(k) plans, recordkeeping platforms, advisory services, or financial technology products

• Strong Presentation and negotiation skills
• Strong communication skills, ability to influence, demonstrate sound business judgement
• Superior customer service and relationship-building skills
• Self-motivated, competitive team-player with a huge desire to WIN

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work-life balance.
• A fully stocked kitchen when you’re in the office.

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