Partner Account Manager

🕒 Setembro 11

⛷️ Utah – Remoto

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💵 $60.000 - $70.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

🚫👨‍🎓 Sem graduação necessária

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Human Interest

Human Interest

501 - 1000 funcionários

Fundada em 2015

💸 Finanças

💳 Fintech

💰 $200.000.000 Series D em 2021-08

Finance • Fintech

A Human Interest é uma empresa que oferece planos de aposentadoria 401(k) e 403(b) acessíveis e completos, com foco principalmente em pequenas e médias empresas. Fundada em 2015, seu objetivo é simplificar o processo de planejamento de aposentadoria por meio de integrações de folha de pagamento com mais de 500 sistemas de folha de pagamento líderes. A empresa enfatiza fundos de baixo custo e zero taxas de transação, oferecendo soluções de aposentadoria personalizáveis para atender às diversas necessidades de empregadores e seus funcionários. A Human Interest também oferece serviços de consultoria em investimentos por meio de sua subsidiária, Human Interest Advisors LLC. Seu objetivo é tornar os benefícios de aposentadoria acessíveis a empresas de vários tamanhos, promovendo o bem-estar financeiro e a satisfação dos funcionários.

Descrição

• Identify, scrape, and mine net-new CPA and accountant firms across unengaged geographic territories • Maintain a predictable sales funnel and facilitate meetings to generate high-quality leads • Design, execute, and iterate on high-volume cold outreach and nurture campaigns • Improve First Contact to Lead Speed by converting cold data into engaged referral accounts • Train partners on Partner Connect • Build, mature, and amplify referral relationships with CPAs and accountants • Position Human Interest against legacy options and educate partners on its automated 401(k) platform • Drive pipeline metrics including Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended • Scale, nurture, and manage a portfolio of active partner accounts • Maintain detailed sales-cycle and account records in Salesforce and Outreach • Collaborate with Partner Marketing, Inside Leadership, Product, and Legal on messaging and demand-generation activities

🎯 Requisitos

• 2+ years of successful experience in a quota-driven sales, business development, or partner management environment • Proven track record meeting or exceeding outbound activity and pipeline-generation goals in a high-performance sales ecosystem • Ability to operate independently, drive daily activity, and take ownership of a territory • Ability to thrive in a fast-paced, high-growth environment and recover quickly from setbacks • Ability to proactively solve operational partnership challenges • Exceptional verbal, written, and video presentation skills • High comfort level with Salesforce and Outreach • Ability to embrace constructive feedback, maintain accountability, absorb continuous training, and execute professional SaaS sales motions • Experience within B2B SaaS, fintech, or SMB channel spaces, specifically working with CPAs or accountants, highly desirable • Completed coursework or participation in College-Level Professional Sales Programs is a significant bonus

🏖️ Benefícios

• Base salary of $60,000 to $70,000 plus $70,000 variable target compensation • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites • Stock option grants • Physical, financial, and mental wellness benefits

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