Partner Account Manager
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Job Description
Inside Partner Account Manager building CPA and accountant partnerships for Human Interest’s small-business retirement platform. Driving outbound prospecting, referral relationships, and qualified pipeline.
Responsibilities:
- 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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