B2B Inside Sales Manager, Employer Partnerships
About the position
PensionBee is seeking a B2B Inside Sales Manager to help scale its automatic rollover (Safe Harbor 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 reach, collaborating across Sales, Marketing, Operations, and Product to ensure the value proposition lands consistently in the market. This role is ideal for a self-starter who thrives in an evolving environment and wants to shape the growth of an early-stage US business.
Responsibilities
• Support the US Head of VP Partnerships by flagging follow-ups, surfacing warm leads, and prepping briefing materials for key meetings.
• Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, 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 law firms, bankruptcy and M&A specialists, and TPAs involved in plan terminations.
• Run personalized, multi-touch outreach sequences across email, LinkedIn, and phone, adapting messaging by advisor type.
• Track all activity in Pipedrive, keeping the pipeline clean and visible.
• Create tailored materials and presentation templates adapted to each advisor segment.
• Build objection-handling guides and FAQs based on real advisor feedback.
• Develop 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 future strategy.
• Research the annual conference calendar and recommend the best events for lead generation.
• Build pre-event outreach plans and manage post-conference lead intake and follow-up.
• Keep Pipedrive accurate and up to date; pull weekly pipeline reports for stakeholder meetings.
• Build conversion and outreach performance reports to inform sales strategy.
• Collaborate with product on CRM automation and workflow improvements.
• Relay field insights to marketing and product; advocate for messaging or tooling improvements when needed.
Requirements
• Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules)
• Familiarity with the RIA landscape and how advisors build their practices
• Understanding of recordkeeper ecosystems (Empower, ADP, Fidelity, Principal)
• A bias for action. You don't wait to be told.
• Exceptional written communication. Your emails are clear, concise, and earn replies.
• Strong organization and attention to detail.
• A collaborative mindset. You communicate well with people across functions and seniority levels.
• Genuine curiosity. You treat every advisor conversation as a chance to sharpen your pitch.
Nice-to-haves
• Experience with Pipedrive or a comparable CRM
Benefits
• Bonus scheme
PensionBee is seeking a B2B Inside Sales Manager to help scale its automatic rollover (Safe Harbor 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 reach, collaborating across Sales, Marketing, Operations, and Product to ensure the value proposition lands consistently in the market. This role is ideal for a self-starter who thrives in an evolving environment and wants to shape the growth of an early-stage US business.
Responsibilities
• Support the US Head of VP Partnerships by flagging follow-ups, surfacing warm leads, and prepping briefing materials for key meetings.
• Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, 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 law firms, bankruptcy and M&A specialists, and TPAs involved in plan terminations.
• Run personalized, multi-touch outreach sequences across email, LinkedIn, and phone, adapting messaging by advisor type.
• Track all activity in Pipedrive, keeping the pipeline clean and visible.
• Create tailored materials and presentation templates adapted to each advisor segment.
• Build objection-handling guides and FAQs based on real advisor feedback.
• Develop 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 future strategy.
• Research the annual conference calendar and recommend the best events for lead generation.
• Build pre-event outreach plans and manage post-conference lead intake and follow-up.
• Keep Pipedrive accurate and up to date; pull weekly pipeline reports for stakeholder meetings.
• Build conversion and outreach performance reports to inform sales strategy.
• Collaborate with product on CRM automation and workflow improvements.
• Relay field insights to marketing and product; advocate for messaging or tooling improvements when needed.
Requirements
• Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules)
• Familiarity with the RIA landscape and how advisors build their practices
• Understanding of recordkeeper ecosystems (Empower, ADP, Fidelity, Principal)
• A bias for action. You don't wait to be told.
• Exceptional written communication. Your emails are clear, concise, and earn replies.
• Strong organization and attention to detail.
• A collaborative mindset. You communicate well with people across functions and seniority levels.
• Genuine curiosity. You treat every advisor conversation as a chance to sharpen your pitch.
Nice-to-haves
• Experience with Pipedrive or a comparable CRM
Benefits
• Bonus scheme