B2B Inside Sales Manager, Employer Partnerships

PensionBee•New York, NY

3d•Hybrid

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.

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

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.