Note: The job is a remote job and is open to candidates in USA. Human Interest is a high-growth fintech company focused on providing retirement benefits to all working Americans. The Inside Partner Account Manager will identify and manage partnerships with CPA and Accountant firms, driving lead generation and maintaining relationships to support the company's mission.
Responsibilities
- Utilize modern data scraping, mining methodologies, and advanced prospecting tech stack tools to uncover net-new CPA and Accountant firms across unengaged geographic territories
- Maintain an impeccable sales funnel that is predictable and flowing smoothly through each stage, setting and facilitating meetings to consistently generate high-quality leads
- Design, execute, and iterate on high-volume cold outreach and nurture campaigns to bring the disruptive Human Interest partnership story to key accounting stakeholders for the first time
- Elevate "First Contact to Lead Speed," ensuring rapid transformation of cold data into highly engaged, active referral accounts
- Train partners on Partner Connect, our industry-leading product specifically designed for CPAs and accountants
- Build, mature, and amplify net-new referral relationships with CPAs and Accountants, demonstrating how a modern, automated 401(k) platform adds immense strategic value to their advisory practices and their clients
- Position Human Interest competitively against stagnant legacy options, educating partners on exactly how we are best positioned to partner with them today and support their growth into the future
- Drive predictable pipeline throughput and meet or exceed core metrics, including: Bookings / ACV, Net New Partnerships, Lead Volume, and Meetings Set & Attended
- Efficiently scale, nurture, and manage an extensive portfolio of active partner accounts when fully ramped, keeping engagement high through structured digital touchpoints
- Maintain meticulous, trackable, and detailed records of all sales cycles, touchpoints, and account milestones within Salesforce and Outreach
- Collaborate cross-functionally with Partner Marketing, Inside Leadership, Product, and Legal to optimize targeted messaging and scale demand-generation activities (webinars, educational co-branded materials, etc.)
Skills
- 2+ years of successful experience in a quota-driven sales, business development, or partner management environment
- A proven track record of success meeting or exceeding outbound activity and pipeline-generation goals in a high-performance sales ecosystem
- A highly motivated individual contributor and relationship builder who can operate independently, drive their own daily activity, and take extreme ownership of their territory
- Thrive in a fast-paced, high-growth environment and bounce back from setbacks quickly
- A willingness to get your hands dirty, dig into the data, and proactively solve operational partnership challenges to ensure a smooth partner journey
- Exceptional verbal, written, and video presentation skills
- High comfort level working with modern tools like Salesforce and Outreach to manage sales cycles, map whitespace, and maintain a predictable pipeline
- Actively embrace constructive feedback, hold yourself accountable, and have a strong ability to absorb continuous training and successfully execute professional SaaS sales motions
- Experience within the B2B SaaS, fintech, or SMB channel spaces—specifically working with CPAs or accountants is highly desirable
- Completed coursework or participation in College-Level Professional Sales Programs is a significant bonus
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
Company Overview
Company H1B Sponsorship