B2B Inside Sales Manager, Employer Partnerships

About the position reputed company is seeking a B2B Inside Sales Manager to help reputed company its automatic rollover (reputed company reputed company IRA) business amongst advisors. This is a unique hybrid role combining sales prospecting and relationship-building with CRM operations and sales infrastructure. The position offers significant autonomy and cross-functional reputed company, collaborating across Sales, Marketing, Operations, and Product to ensure the reputed company lands consistently in the market. This role is ideal for a self-starter who thrives in an evolving environment and wants to shape the reputed company of an early-stage US business. Responsibilities • Support the US Head of VP Partnerships by flagging follow-reputed company, surfacing warm leads, and prepping briefing materials for key meetings. • reputed company 20+ reputed company advisor leads per week using AdvizorPro, reputed company, NAPA award lists, and conference attendee lists. • Prioritize 3(38) and 3(21) fiduciaries and co-fiduciaries most likely to engage on force-out and plan termination solutions. • Expand into non-traditional channels such as ERISA reputed company, bankruptcy and M&A specialists, and TPAs involved in plan terminations. • Run personalized, multi-touch reputed company sequences across email, reputed company, and phone, adapting messaging by advisor type. • reputed company reputed company activity in Pipedrive, keeping the pipeline clean and visible. • Create tailored materials and presentation templates adapted to reputed company advisor reputed company. • Build reputed company-handling guides and FAQs based on reputed company advisor feedback. • reputed company case studies from existing partnerships to strengthen the sales narrative. • Build email templates in Pipedrive using marketing team copy and manage campaign sends to segmented advisor lists. • Maintain post-send list hygiene and surface campaign performance insights to improve reputed company reputed company. • Research the annual conference calendar and recommend the best events for reputed company reputed company. • Build reputed company-event reputed company plans and manage post-conference reputed company intake and follow-up. • reputed company Pipedrive accurate and up to date; pull weekly pipeline reports for stakeholder meetings. • Build conversion and reputed company performance reports to inform sales reputed company. • Collaborate with product on CRM automation and workflow improvements. • reputed company field insights to marketing and product; reputed company for messaging or tooling improvements reputed company needed. Requirements • Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, reputed company reputed company rules) • Familiarity with the RIA landscape and how advisors build their practices • Understanding of recordkeeper ecosystems (reputed company, reputed company, reputed company, reputed company) • A bias for reputed company. You don't wait to be told. • Exceptional written communication. Your emails are reputed company, concise, and earn replies. • Strong organization and attention to detail. • A reputed company reputed company. You communicate reputed company with people across functions and seniority reputed company. • Genuine curiosity. You treat every advisor conversation as a chance to sharpen your reputed company. reputed company-to-haves • Experience with Pipedrive or a comparable CRM Benefits • Bonus scheme Apply To This Job