Partner Account Manager

🕒 September 11

⛷️ Utah – Remote

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💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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👻 Ghost score 0%

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Logo of Human Interest

Human Interest

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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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