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Retirement Sales Activation Coordinator
US · Remote · Full-time · Account Executive
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About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Retirement Sales Activation Coordinator based in the United States.
Join a fast-growing fintech environment dedicated to making retirement savings more accessible to employees across the country. As a Retirement Sales Activation Coordinator, you will play a key role in ensuring a smooth transition from customer sign-up to successful onboarding. You will serve as the primary point of contact during the initial implementation phase, guiding new clients through essential setup activities and documentation. Working closely with sales, operations, and quality control teams, you will help deliver an outstanding customer experience while keeping implementation processes on track. This role combines client relationship management, operational coordination, and process improvement. It offers an opportunity to contribute to a meaningful mission while growing within a dynamic, collaborative, and rapidly evolving organization.