Partner Account Manager

🕒 Yesterday

🌴 South Carolina – Remote

🌴 South Carolina – Remote

💵 $66.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

🎯 Requirements

• 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development) • Successful - Proven track record of success in a quota driven sales environment • Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently • Dynamic - You can thrive in a fast-paced, and ever-changing environment • Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done. • Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues • Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe. • Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred • Growth mindset - You can embrace feedback and hold yourself accountable. • Coachable- Ability to absorb information, training, and guidance and successfully implement and execute • Travel - Ability to be In the field 3 days/week

🏖️ Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.