Partner Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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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

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPAs, and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Identify and resolve emerging issues and offer solutions cross-functionally with Sales, Product, Marketing, Legal, and Finance • Collaborate with Partner Marketing to innovate and execute initiatives promoting partner sales, including educational events, email, and webinars • Establish business goals and performance metrics with partners, such as sales pipeline depth and revenue generation • Develop and execute go-to-market strategies and demand-generation activities • Engage, build, and develop key accounts and growth opportunities • Accelerate partner relationships to expand access to Human Interest’s retirement solutions among small and medium-sized businesses across the United States

🎯 Requirements

• 2+ years of experience building, developing, and maintaining relationships with tech and human capital management partners, benefit brokers, CPAs, and financial advisors in the SMB space, including territory sales and business development • Proven track record of success in a quota-driven sales environment • Highly motivated individual contributor and relationship builder able to operate independently • Ability to thrive in a fast-paced, ever-changing environment • Resilient, resourceful, and able to find creative ways to get things done • Willingness to manage and solve operational partnership issues • Extraordinary communication and interpersonal skills • Familiarity using Salesforce to manage sales cycles preferred • Growth mindset and accountability • Ability to absorb and implement information, training, and guidance • Ability to be in the field 3 days/week

🏖️ Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans, dental insurance, and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center supporting equity understanding and financial wellness • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family forming benefits • Candidly student loan resources for employees and families • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, including virtual social events and team offsites • Stock option grants • Physical, financial, and mental wellness benefits

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