Regional Director, Partner Account Managers – Atlantic Region/East Coast

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November 12

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Human Interest

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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.

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

📋 Description

• Lead and develop a high-performing team of Partner Account Managers who build and scale strategic referral relationships across diverse channels including technology partners, HCM providers, payroll providers, benefits brokers, CPAs, and financial advisors in the SMB market • Drive strategic planning and execution of partner acquisition strategies, empowering your team to identify, develop and activate new partnership opportunities that accelerate revenue growth in your assigned region. • Establish and optimize partner success frameworks including joint business planning, performance metrics, and ROI tracking to ensure sustainable growth and mutual value creation across the partner ecosystem. • Collaborate closely with Regional Directors of Account Executives to align partnership initiatives with revenue objectives, ensuring seamless integration between Partner Account Managers and Account Executive teams. • Foster an innovative, results-driven team culture that focuses on high performance while having fun doing it. • Lead by example through active field engagement, including regular partner visits, team ride-alongs, industry events, and partnership strategy sessions (30-40% travel required)

🎯 Requirements

• 3-5 years of experience in leading business development and sales professionals across multiple functions in the retirement services/HCM/payroll industry • Successful – Proven track record of meeting and exceeding your sales quota • Experience building relationships with CPA's, payroll providers, HR consultants, and benefit brokers • Tech Savvy - you have experience using Salesforce CRM to manage sales process and forecasting • Exceptional communication skills - both written and verbal • Willing to flex with constant change and day-to-day competing priorities • Close proximity to an airport is ideal as this role will require you to be in the field 3 days/week for 2-3 weeks/month

🏖️ 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.